CPC G06Q 40/06 (2013.01) [G06Q 40/04 (2013.01)] | 20 Claims |
1. A system comprising:
a computing device comprising a processor unit programmed to perform operations comprising:
serving a portfolio management user interface screen to a user of the computing device, the portfolio management user interface screen comprising:
a first axis indicating time;
a second axis indicating portfolio size;
a first curve plotted on the first axis and the second axis, the first curve indicating a portfolio size over time for a first model portfolio;
a second curve plotted on the first axis and the second axis, the second curve indicating a portfolio size over time for a test portfolio; and
a rebalance button;
receiving, from the user, an instruction to drag the first curve, the instruction describing a size of the drag and a direction of the drag;
selecting a second model portfolio based at least in part on the size of the drag and the direction of the drag;
modifying the portfolio management user interface screen to include a third curve plotted on the first axis and the second axis, the third curve indicating a portfolio size over time for the second model portfolio;
receiving an indication that the user has selected the rebalance button;
responsive to receiving the indication that the user has selected the rebalance button, generating a first set of modifications to the test portfolio to reduce a difference between the test portfolio and the second model portfolio; and
displaying the first set of modifications to the test portfolio at the portfolio management user interface screen.
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