METHOD AND APPARATUS FOR INVESTMENT STRATEGIES DERIVED FROM VARIOUS RESEARCH METHODOLOGIES AND EXTRACTIONS

摘要

The present invention provides a computer based apparatus and methodology for generating investment strategies for individuals by using a variety of research and screening methodologies to extract investment tools and data from publicly available data basis, while also utilizing computerized search skills, this business model looks to improve on investment methods currently offered by brokers and registered investment advisors. Several modules are provided that perform certain analyses based on information from the investor as well as other sources. Each module can be used as a stand-alone unit or can share information and prepare aggregate reports to the investor.