FOLIOFN, INC.
Patent Owner
Stats
- 16 US PATENTS IN FORCE
- 0 US APPLICATIONS PENDING
- Jun 25, 2015 most recent publication
Details
- 16 Issued Patents
- 0 Issued in last 3 years
- 0 Published in last 3 years
- 1,922 Total Citation Count
- Mar 11, 1998 Earliest Filing
- 8 Expired/Abandoned/Withdrawn Patents
Patent Activity in the Last 10 Years
Technologies
Intl Class
Technology
Matters
Rank in Class
Top Patents (by citation)
| Upgrade to the Professional Level to View Top Patents for this Owner. Learn More |
Recent Publications
- No Recent Publications to Display
Recent Patents
Patent #
Title
Filing Date
Issue Date
Intl Class
8099344 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisJul 28, 03Jan 17, 12[G06Q]
8086514 Method and apparatus for rebalancing an investment portfolio using a portfolio investment systemFeb 17, 09Dec 27, 11[G06Q]
7552082 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisJul 28, 03Jun 23, 09[G06Q]
7546267 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisJul 28, 03Jun 09, 09[G06Q]
7117176 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisMay 19, 03Oct 03, 06[G06Q]
7110971 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisMay 12, 03Sep 19, 06[G06Q]
7047218 Method and apparatus for trading securities or other instruments on behalf of customersMar 01, 00May 16, 06[]
6996539 Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisMar 11, 98Feb 07, 06[G06F]
Expired/Abandoned/Withdrawn Patents
Patent #
Title
Status
Filing Date
Issue/Pub Date
Intl Class
2015/0178,841 Method and Apparatus for Enabling Individual or Smaller Investors or Others to Create and Manage A Portfolio of Securities or Other Assets or Liabilities on a Cost Effective BasisAbandonedMar 06, 15Jun 25, 15[G06Q]
2014/0279,678 Automated Cash Leveraging Facility to Provide Available Cash from Sweep Investments for Margin FinancingAbandonedMar 14, 13Sep 18, 14[G06Q]
2014/0207,648 LEVERAGED INSTRUMENT COMPUTER-IMPLEMENTED TRADE MANAGEMENT SYSTEM TO PROVIDE LONG-TERM EXPECTED RETURNS FOR DAILY REBALANCE INSTRUMENTS, SUCH AS ETFS OR FUNDSAbandonedJan 21, 14Jul 24, 14[G06Q]
2005/0192,890 Method and apparatus for trading securities or other instrumentsAbandonedApr 20, 05Sep 01, 05[G06F]
2004/0064,394 Method and apparatus for portfolio trading using marginAbandonedAug 20, 03Apr 01, 04[G06F]
2003/0229,561 Method and apparatus for converting collectively owned investment accounts and pooled investment accounts and vehicles into individually owned accountsAbandonedApr 23, 03Dec 11, 03[G06F]
2003/0120,574 Method and apparatus for creating investment advice marketplaceAbandonedNov 15, 02Jun 26, 03[G06F]
2003/0120,575 Method and apparatus for providing investment advice to multiple investorsAbandonedNov 15, 02Jun 26, 03[G06F]
Top Inventors for This Owner
| Upgrade to the Professional Level to View Top Inventors for this Owner. Learn More |
We are sorry but your current selection exceeds the maximum number of comparisons () for this membership level. Upgrade to our Level for up to -1 comparisons!
We are sorry but your current selection exceeds the maximum number of portfolios (0) for this membership level. Upgrade to our Level for up to -1 portfolios!.