COMPUTERIZED SYSTEM FOR EFFICIENTLY IDENTIFYING INVESTMENT OPPORTUNITIES FOR NON-MANAGED INVESTMENT ACCOUNTS

摘要

Embodiments of the invention are directed to systems, methods, and computer program products for efficiently identifying investment opportunities for non-managed investment accounts. The system typically includes a processor, a memory, and a module stored in the memory. The module is typically configured to determine a score and percentile ranking for each constituent holding in a portfolio; receive threshold conditions from the customer, wherein each threshold condition is associated with a recommended action; determine whether the score and/or the percentile ranking satisfy at least one threshold condition; and generate and alert indicating that the at least one threshold condition has been satisfied and recommend execution of a corresponding action.