AUTOMATED CALCULATING SYSTEM FOR FORMING AND MONITORING INVESTMENT PORTFOLIO OF SHARES Russian patent published in 2017 - IPC G06Q40/04 

FIELD: information technology.

SUBSTANCE: system contains an automated workstation (AWS) of the user, to which the AWS calculating unit is connected via the data bus of the AWS, containing the modules: request generation; module of receiving reports and messages, control units; storage of AWS data; display information; AWS connection. In the server, a data storage unit is connected through the data bus, containing a user register, databases: user-defined calculation models; selection criteria of shares into the portfolio; custom portfolios; typical design models; templates of reports and messages; the register of companies, etc., a calculating unit containing modules: a user registration; processing requests; a collection of financial data; a formation of design models; a formation of reports (messages); a calculation of the share price; a formation of portfolios; a calculating the profitability of portfolios; a monitoring of the share portfolios, and a communication unit connected to the AWS users' communication units and financial data sources.

EFFECT: expansion of the arsenal of technical means of monitoring investment portfolios of shares.

2 cl, 2 dwg