CA2765820C - System and method of evaluating an investment portfolio - Google Patents

System and method of evaluating an investment portfolio Download PDF

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Publication number
CA2765820C
CA2765820C CA2765820A CA2765820A CA2765820C CA 2765820 C CA2765820 C CA 2765820C CA 2765820 A CA2765820 A CA 2765820A CA 2765820 A CA2765820 A CA 2765820A CA 2765820 C CA2765820 C CA 2765820C
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CA
Canada
Prior art keywords
evaluating
investment portfolio
assets
portfolio
investment
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Active
Application number
CA2765820A
Other languages
French (fr)
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CA2765820A1 (en
Inventor
William Elliott Fiala
Matthew James Mikula
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Edward Jones and Co
Original Assignee
Edward Jones and Co
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US13/016,919 external-priority patent/US8930250B1/en
Application filed by Edward Jones and Co filed Critical Edward Jones and Co
Publication of CA2765820A1 publication Critical patent/CA2765820A1/en
Application granted granted Critical
Publication of CA2765820C publication Critical patent/CA2765820C/en
Active legal-status Critical Current
Anticipated expiration legal-status Critical

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  • Testing, Inspecting, Measuring Of Stereoscopic Televisions And Televisions (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

A system and method for performing a diagnostic evaluation of an investment portfoloio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds.
CA2765820A 2011-01-28 2012-01-30 System and method of evaluating an investment portfolio Active CA2765820C (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US13/016,919 US8930250B1 (en) 2010-08-26 2011-01-28 System and method of evaluating an investment portfolio
US13/016,919 2011-01-28

Publications (2)

Publication Number Publication Date
CA2765820A1 CA2765820A1 (en) 2012-07-28
CA2765820C true CA2765820C (en) 2021-06-15

Family

ID=46578592

Family Applications (1)

Application Number Title Priority Date Filing Date
CA2765820A Active CA2765820C (en) 2011-01-28 2012-01-30 System and method of evaluating an investment portfolio

Country Status (1)

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CA (1) CA2765820C (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN111652501B (en) * 2020-05-29 2023-05-05 泰康保险集团股份有限公司 Financial product evaluation device and method, electronic equipment and storage medium
CN113033983A (en) * 2021-03-15 2021-06-25 武汉东之林科技有限公司 Assessment method before base station investment plan

Also Published As

Publication number Publication date
CA2765820A1 (en) 2012-07-28

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