Method of reporting and analyzing financial and investment...

Details Method of reporting and analyzing financial and investment... Method of reporting and analyzing financial and investment...

G - Physics

06

Q

G06Q 40/06 (2012.01)

Patent

CA 2548568

The present invention relates to analyzing and reporting of data and information, and particularly to analyzing and reporting of financial and investment data and information. More specifically, the present invention provides a method for the reporting of financial data comprising the steps of receiving first data from a first data source which contains data relating to a least one investment, receiving second data from a second data source which contains data relating to at least one client transaction relating to the at least one investment, calculating at least one element of financial data utilizing first data and second data, and reporting the calculated financial data. In this manner, investors, and their advisers, can be provided with timely information and analysis in relation to the investor's overall investment position and portfolio statistics.

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