39. The computer program of claim 35 wherein the method further includes: allowing the user to select at least one security from the filtered list of securities; swapping the selected securities with securities in the current financial portfolio; analyzing the effect of said swapping on the current financial portfolio; and displaying the effect to the user via a display device.
35. The computer program of claim 30 wherein the method further includes: filtering a list of securities based on the user profile to generate the recommended securities; and presenting the recommended securities to the user for possible security swaps.