Methods and devices that allow individuals or smaller investors or other investors to create and manage securities or other asset or liability portfolios in a cost-effective manner

摘要

A system consisting of: (a) a processor that connects investors with multiple personal computers through the first batch of multiple communication links; (b) receives investor identification information, investor preferences, and transaction data generated by these computers; and (c) creates a portfolio. (d) Conduct asset / obligation transactions for each investor based on negotiation data to establish or change the portfolio of each portfolio;（2） A storage program for negotiation data collected from personal computers of multiple investors. In addition, it refers to a method of establishing and managing asset portfolio, including: (a) striving for multiple preferences of investors for multiple characteristics of investors' portfolio; (b) using multiple investment characteristics to select multiple selected assets or liabilities. In many transactions conducted by investors,(c) Increase the number of transactions between investors and multiple other investors in terms of applicable characteristics of assets or liabilities