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Method and apparatus for providing investment advice to multiple investors
Method and apparatus for providing investment advice to multiple investors
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机译:向多个投资者提供投资建议的方法和装置
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摘要
A computer based portfolio manager system enables a user to create and manage a portfolio of investments. Users can create multiple sub-portfolios, termed folios, within their overall investment portfolio. Each of these folios can be created by the user or selected from multiple preset folios. One of the possible preset folios includes a manager's recommended folio. This folio is regularly updated, thereby indicating buy and sell recommendations of the manager. A user can balance his or her folio in accordance with the manager's revisions by investing additional capital in some securities and selling others.
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