METHOD AND APPARATUS FOR ANALYSING INVESTMENT PORTFOLIOS CONSIDERING RETURN AND RISK

摘要

A method and apparatus is provided for use by an investor to analyze investments in a user's portfolio of investments. The method assists an investor in determining the proper mix of investments such as securities to hold in their investment portfolio to achieve an acceptable mix of investment risk and investment return. The investment risk and return data are analyzed and an investment portfolio is constructed that meets the investor's criteria.