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Investment guidance system which enables individuals to rate and select assets based on personal investment preferences
Investment guidance system which enables individuals to rate and select assets based on personal investment preferences
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机译:投资指导系统,使个人能够根据个人投资偏好对资产进行评估和选择
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摘要
An investment guidance system which enables individuals to rate and select assets based on personal investment preferences. The system comprises a method for receiving a request to rate a plurality of assets, providing two or more criteria associated with the assets for a user to evaluate, receiving a relative weight of importance for the two or more criteria, and determining a rating for each asset based on the relative weights assigned to the two or more criteria. The system then ranks the plurality of assets based on the rated value for each asset, provides a list of the ranked assets and receives requests to execute trades for the ranked assets. The assets can comprise mutual funds, stocks, bonds, and/or other investment vehicles.
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