Method and apparatus for interacting with investors to create investment portfolios

作者: Steven M. H. Wallman

DOI:

关键词: GraphRisk ControlPortfolioUnique userBusinessGraphical user interfacePortfolio managerHuman–computer interactionMarketing

摘要: A simple graphical user interface enables a to understand how the user's level of risk affects both amount money can earn over selected period and likelihood that will make amount. graph plots return (in dollars) versus time, which may be selectable. The select his preferred on control panel, such as digital thermometer. As selects various tolerances, see differences in investment potentially grow (or shrink) time period. When is comfortable with results being displayed graph, indicate system satisfied current risk. This value used by portfolio manager creating managing portfolio.