A financial portfolio management system operable in a network environment
can be configured to gather financial information from a plurality of
sources over an electronic network and intelligently aggregate the
information into a financial portfolio viewable by a client. The client
can determine which accounts should be included in the portfolio. The
system uses web crawling, parsing, or spidering technology to update the
portfolio information. The system provides one platform that conveys
financial information from a variety of accounts held at several
different financial institutions.