PERSONALIZED INVESTMENT PORTFOLIO BUILDER AND INVESTMENT STRATEGY TESTER

摘要

The invention provides a method comprising (a) opening an ideas Vault, {b) creating an investment portfolio in the vault, (c) allocating an investment amount to the portfolio, (d) creating a basket in the portfolio, (e) allocating part of the investment amount to the basket, (f) selecting an investible for the basket, (g) repeating step (f) with different investibles to populate the basket, (h) apportioning the basket cash allocation between the investibles on a percentage basis, (i) repeating steps (d)- (h) to form different baskets, (j) reallocating cash between different baskets if desired, (k) moving the portfolio to the Serious Stuff Vault, (I) selecting a broker, (m) executing purchase of the portfolio, (n) broker moving the executed portfolio to user's Action Vault, and (ol user being able to make modifications by repeating steps (k) - (n) with an indication to the broker that the modified portfolio is to be a replacement.