Abstract: The present disclosure relates to a system, apparatus and method through which novice or new investors can begin to invest by using the knowledge shared by seasoned investors, who are incentivized to do so by commissions based on their success. The system follows users through each point in a social investment process, and directs users in novel ways to execute a purchase faster. A user discovers other user portfolios through recommendations made using multi-stage collaborative portfolio filtering. From there, processes are defined for following and “mimicking” a portfolio to display the contents thereof, create personal copies of the portfolio or its strategies, and subscribe to periodic or timely updates on the portfolio. Through this system and processes, investment portfolios are curated, and metrics are created to rank user success and further refine recommendations.

Abstract: The present disclosure relates to a system, apparatus and method through which novice or new investors can begin to invest by using the knowledge shared by seasoned investors, who are incentivized to do so by commissions based on their success. The system follows users through each point in a social investment process, and directs users in novel ways to execute a purchase faster. A user discovers other user portfolios through recommendations made using multi-stage collaborative portfolio filtering. From there, processes are defined for following and “mimicking” a portfolio to display the contents thereof, create personal copies of the portfolio or its strategies, and subscribe to periodic or timely updates on the portfolio. Through this system and processes, investment portfolios are curated, and metrics are created to rank user success and further refine recommendations.