AUTOMATED COMPUTING SYSTEM FOR FORMING AND MONITORING INVESTMENT PORTFOLIOS OF SHARES

摘要

The invention relates to computing means for forming and monitoring investment portfolios of shares. The present system comprises an automated user workstation (AWS), containing an AWS databus, to which are linked an AWS computing unit containing a request generating module and a report and message receiving module, a control unit, an AWS data storage unit, a data display unit and an AWS communication unit, and a server, including a databus, to which are linked a data storage unit, containing a user registry, a database of user prediction models, a database of criteria for selecting shares for a portfolio, a database of user portfolios, a database of standard prediction models, a database of report and message templates, a registry of companies, and also databases containing information about financial activity (accounting, quotations, exchange rates, etc.),a computing unit, containing a user registration module, a request processing module, a module for collecting financial data, a module for generating prediction models, a model for generating reports, a module for calculating share values, a module for forming portfolios, a module for calculating portfolio returns, and a module for monitoring portfolios of shares, and a communication unit, which is connected to user AWS communication units and to sources of financial data.