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  2. Do-it-yourself investing - Wikipedia

    en.wikipedia.org/wiki/Do-it-yourself_investing

    New York Stock Exchange (NYSE) Do-it-yourself (DIY) investing, self-directed investing or self-managed investing is an investment approach where the investor chooses to build and manage their own investment portfolio instead of hiring an agent, such as a stockbroker, investment adviser, private banker, or financial planner.

  3. IT portfolio management - Wikipedia

    en.wikipedia.org/wiki/IT_portfolio_management

    Infrastructure Portfolio - For an organization's information technology, infrastructure management (IM) is the management of essential operation components, such as policies, processes, equipment, data, human resources, and external contacts, for overall effectiveness. Infrastructure management is sometimes divided into categories of systems ...

  4. Data entry - Wikipedia

    en.wikipedia.org/wiki/Data_entry

    Data entry is the process of digitizing data by entering it into a computer system for organization and management purposes. It is a person-based process [ 1 ] and is "one of the important basic" [ 2 ] tasks needed when no machine-readable version of the information is readily available for planned computer-based analysis or processing.

  5. We Listened to Your Feedback, See How We Updated Portfolios!

    www.aol.com/news/portfolio-updates.html

    9. How do I delete a portfolio, or delete a holding? Make sure you are on the "Tracking" tab and have selected "Holdings". Then follow these steps. To Delete a Portfolio: 1. Select "Edit A ...

  6. Eagle Investment Systems - Wikipedia

    en.wikipedia.org/wiki/Eagle_Investment_Systems

    Eagle provides portfolio management, data management, [4] [5] investment accounting and performance measurement software to financial institutions. [6] [7] [8] The company uses a secure private cloud called Eagle Access [9] to host and provide ongoing support of the applications and systems infrastructure, thereby helping to reduce complexity and risk.

  7. Investment control - Wikipedia

    en.wikipedia.org/wiki/Investment_control

    Investment control or investment controlling is a monitoring function within the asset management, portfolio management or investment management.It is concerned with independently supervising and monitoring the quality of asset management accounts with the aim of ensuring performance and quality in order to provide the required benefit for the asset management client.

  8. Trading strategy - Wikipedia

    en.wikipedia.org/wiki/Trading_strategy

    The trading strategy is developed by the following methods: Automated trading; by programming or by visual development. Trading Plan Creation; by creating a detailed and defined set of rules that guide the trader into and through the trading process with entry and exit techniques clearly outlined and risk, reward parameters established from the outset.

  9. Portfolio (finance) - Wikipedia

    en.wikipedia.org/wiki/Portfolio_(finance)

    There are many types of portfolios including the market portfolio and the zero-investment portfolio. [3] A portfolio's asset allocation may be managed utilizing any of the following investment approaches and principles: dividend weighting, equal weighting, capitalization-weighting, price-weighting, risk parity, the capital asset pricing model, arbitrage pricing theory, the Jensen Index, the ...