A method for organizing a portfolio of financial instruments with a computer comprising providing a first user interface for said portfolio of financial instruments; providing a second user interface for selecting a least one of said financial instruments of said portfolio to form a subset, said subset of said portfolio of financial instruments being formed based on user selected financial criteria of said portfolio of financial instruments in conjunction with at least one of the subset forming rules of financial criteria exclusion, single financial criteria inclusion, and multiple financial criteria inclusion; and reflecting the inclusion of said at least one of said financial instruments of said portfolio within said subset on said first user interface.
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