METHOD AND SYSTEM FOR ANALYZING PERFORMANCE OF AN INVESTMENT PORTFOLIO TOGETHER WITH ASSOCIATED RISK

摘要

A system and method for analyzing an investment portfolio (14) having the steps of: a) receiving a communication from a user terminal, via a computer network (3), to initiate (16) a session for analyzing an investment portfolio for a user; b) receiving a description of a financial instrument in the portfolio (18), and; c) calculating a risk for the financial instrument (24). Thereafter, the calculated risk is transmitted to the user terminal (32).