SYSTEMS AND METHODS FOR ADJUSTING COST BASIS AND CALCULATING MARKET VALUES AND INVESTMENT PERFOMANCE IN AN INVESTMENT PORTFOLIO

摘要

A financial advisory system for evaluating a plurality assets for an asset owner, comprising a user interface, a database, a performance engine, and a display. The user interface is configured to receive identifying information about the plurality of assets via an application program interface. The database is communicatively linked to the application program interface and configured to store the identifying information, retrieve asset data from a repository database, the asset data comprising historical information about the plurality of assets; and retrieve information about market trends from an authoritative source. The performance engine is communicatively linked to the database and configured to calculate an investment performance of the plurality of assets and generate an alert in response to a sale of at least one of the plurality of assets. The display is configured to present a report of the activity of the plurality of assets.