首页> 外国专利> INTERNET-BASED SYSTEM FOR IDENTIFICATION, MEASUREMENT AND RANKING OF INVESTMENT PORTFOLIO MANAGEMENT, AND OPERATION OF A FUND SUPERMARKET, INCLUDING 'BEST INVESTOR' MANAGED FUNDS

INTERNET-BASED SYSTEM FOR IDENTIFICATION, MEASUREMENT AND RANKING OF INVESTMENT PORTFOLIO MANAGEMENT, AND OPERATION OF A FUND SUPERMARKET, INCLUDING 'BEST INVESTOR' MANAGED FUNDS

机译:基于Internet的投资组合管理,投资组合管理的识别,测量和排名系统,包括“最佳投资者”管理的基金

摘要

Internet-based business system and management programs therefor, and moreparticularly to financial investment management characterized by a uniquesystem of attracting and identifying the Best Investors, including offering,facilitating and managing performance-based investment competitions based onmodel (virtual) investment portfolios (28), creating actual portfolios for theidentified Best Investor, creating and operating actual mutual funds based onthe identified Best Investors as fund managers, and providing a full suite ofrelated subscriber and investor services associated therewith as a fundsupermarket (48). The invention includes facilitation of daily feedback of oneor more significant and appropriate financial performance metric(s),preferably the NAV (iTAV), of identified stocks and funds (36). Performanceranking of advice is provided so that the investor knows the track record(randing) (44), on an ongoing basis, of a particular advisor, therebyestablishing credibility of comments. Important analytic tools are provided,including unique reports on: Overall Performance, Stratification, Volatility,Market Timing, Fundamentals, and G or G Ratio, which function as powerfuldecision tools for the site members, fund managers and subscribers (46). Thetop 100 Best Investors are recognized as the m100, which may be a list, atracked index, and a Fund.
机译:基于Internet的业务系统及其管理程序,等等特别是对于具有独特特色的金融投资管理吸引和确定最佳投资者的系统,包括发行,促进和管理基于绩效的基于投资的竞争模型(虚拟)投资组合(28),为确定最佳投资者,根据以下内容创建和运营实际的共同基金确定的最佳投资者为基金经理,并提供全套与之相关的相关认购人和投资者服务,作为基金超市(48)。本发明包括促进一个人的每日反馈。或更重要的和适当的财务绩效指标,最好是已识别股票和基金的净资产值(iTAV)(36)。性能提供建议的排名,以便投资者了解往绩(randing)(44)持续不断地聘请特定顾问,从而建立评论的信誉。提供了重要的分析工具,包括有关以下方面的独特报告:总体绩效,分层,波动性,市场时机,基本面以及G或G比率,功能强大网站成员,基金经理和订户的决策工具(46)。的排名前100位的最佳投资者被认为是m100,可以是列表,追踪指数和一只基金。

著录项

  • 公开/公告号CA2404258A1

    专利类型

  • 公开/公告日2001-10-25

    原文格式PDF

  • 申请/专利权人 MARKETOCRACY INC.;

    申请/专利号CA20012404258

  • 发明设计人 KAM KENDRICK W.;HORN BRUCE L.;

    申请日2001-04-17

  • 分类号G06F17/60;

  • 国家 CA

  • 入库时间 2022-08-22 01:21:17

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