a data structure optimization system for implementing desired asset allocation using a network flow algorithm . more specifically , a computer - implemented system that enables an individual to take preferences and constraints for a financial portfolio and accomplish allocation - driven , tax minimizing , and rule abiding trading efficiently and with precision . the system collects information about an individual &# 39 ; s assets and the individual &# 39 ; s preferred asset allocation and determines trades that , when made , will change the current asset allocation to more closely match the desired asset allocation . this information can then be exported to an external trading platform in the market .