Portfolio management tool

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2006.01)

Patent

CA 2613454

A method and apparatus for determining a personal rake of return over a plurality of times frames for a financial product included by an investor in a portfolio comprising the steps: a) obtaining data from a data provider; b) adjusting the data for frictional effects; c) allocating a first time; d) allocating a second time; e) determining the personal rate of return between the first time and the second time.

La présente invention concerne un procédé et un appareil permettant de déterminer un taux de rendement personnel sur une pluralité de trames temporelles pour un produit financier incorporé par un investisseur dans un portefeuille, qui comprennent les étapes suivantes : a) l~obtention de données provenant d~un fournisseur de données ; b) l~ajustement des données aux effets de friction ; c) l~attribution d~un premier temps ; d) l~attribution d~un second temps ; e) la détermination d~un taux de rendement personnel entre le premier et le second temps.

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