US 20030208429A1
(19) United States (12) Patent Application Publication (10) Pub. N0.: US 2003/0208429 A1 (43) Pub. Date:
Bennett
(54)
Related US. Application Data
METHOD AND SYSTEM FOR MANAGING A PORTFOLIO
(60)
(76) Inventor: Levitan S Bennett, Placitas, NM (US)
WASHINGTON, DC 20006
Provisional application No. 60/185,376, ?led on Feb. 28, 2000. Publication Classi?cation
Correspondence Address: PENNIE & EDMONDS LLP 1667 K STREET NW SUITE 1000
Nov. 6, 2003
(51)
Int. Cl? ................................................... .. G06F 17/60
(52)
Us. 01. .............................................................. .. 705/36
(57)
ABSTRACT
The present invention relates generally to a method and
(21) Appl. No.:
10/220,134
system for managing a portfolio. More speci?cally, the present invention includes a variety of means to calculate probabilistic risk/bene?t measures of portfolios as Well as
(22)
PCT Filed:
Feb. 28, 2001
(86)
PCT No.:
PCT/US01/06788
extensive data visualization tools, several group decision
making tools, powerful optimization and tradeoff analysis tools, and customized simulations of projects and portfolios.
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