Method and apparatus for enabling individual investors or other smaller or create and manage a portfolio of securities or other assets or liabilities in a cost efficient basis

摘要

A System comprising: (i): (a) a processor that connects Investors with a Plurality of personal computers by means of a First Plurality of Communication links.(b) receives Identification Information of investors, Investor Preferences and Trading Data from these Computers,(c) creating a portfolio of assets / liabilities for each Investor from data of negotiations,(d) implements the negotiation of Claims / obligations of each of the portfolios to create or modify the portfolio of each of the Plurality of investors; (ii) coupled to a storage processTator which Stores Data of negotiations from each of the personal computers of the Plurality of inverters.Also refers to a method for creating and Managing a portfolio of assets that includes: (a) to obtain a Plurality of investor preferences for holding a Plurality of characteristicsAn inverter.(b) employing a Plurality of characteristics to select a Plurality of portfolio assets or obligations to be selected in a Plurality of transactions for the investor(c) add the Plurality of investor transactions with a Plurality of other Investor applicable on a characteristic of the Plurality of assets or liabilities