System comprising a processor and a Memory Module, a method for Enabling an individual Investor or smaller to create, manage and negotiate a portfolio of assets / liabilities,Method to create and manage a portfolio of assets and obligations, a method for enabling a Plurality

摘要

We present a system that includes a processor and a Memory Module, a method to allow an individual Investor or create more small,Negotiate and manage a portfolio of assets / liabilities method to create and manage a portfolio of assets and obligations,Method to allow unapluralidad regular Investors Invest in a portfolio of Securities, Investing method for Affinity.To create a carteradiversificada Investment method and apparatus that forms part of the system.Smaller Investors can create and manage in an efficient base for cost unacartera Complex Securities using a mechanism that enables the investor to provide the system with the prefErencias referentesa Investor Portfolio Income Portfolio, including fractional shares, reflecting the preferences of the investor.Then the system admits Aggregation of orders, and Compensation orders, generated by multiple Investors at various times during the day for execution.In addition, the structure of computer system based on the present Invention allows its cost is based on AccessOr the use of the System (such as a monthly fee) unlike orders entered into the system by common Securities Brokerage.The result is that the investor can create a portfolio of Securities directly held with attributes, such as diversification, similar to a Mutual Fund.In compensation, the problems of existing systems,The system based on Computer of this Invention provides complete Control for inverter on titles can be selected, and Weights and amountsAs the tax control of Purchases or sales of the securities comprising the portfolio,Avoiding that the investor is impositivosno desired Effects due to sales transactions in discretionary Fund Managers.In addition, the system on the basis of Computer of this Invention provides all the information