User interface for a financial advisory system

摘要: A user interface for a financial advisory system is provided. According to one aspect of the present invention, may interactively explore how changes in or more input decisions such as risk tolerance, savings level, and retirement age affect output values probability achieving goal an indication short-term risk. first second visual are concurrently displayed. The includes mechanisms, slider bars, receiving decisions. set that based upon recommended products. After updated received via new products be determined values. then reflect another graphical mechanism desired level investment calibrated. available products, mutual funds, predefined volatility, volatility Market Portfolio received. settings associated with constrained Additionally, calibration units expressed relationship between setting volatility.