Method and computer program for evaluating mutual fund portfolio

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

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705 35, G06F 1760

Patent

active

059307749

ABSTRACT:
A computer-readable storage device for storing computer programs for operating a computer is disclosed. The computer-readable storage device includes a computer program stored thereon which directs or operates a computer for evaluating and comparing investment portfolios. The computer program analyzes one or more investment portfolios and determines the extent of diversity or lack of diversity among several investment portfolios each including several securities.

REFERENCES:
patent: 5784696 (1998-07-01), Melnikoff
patent: 5819238 (1998-10-01), Fernholtz

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