Systems and Methods for a Cross-Linked Investment Trading Platform

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United States of America Patent

SERIAL NO

12497513

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Abstract

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Systems and methods for an investment trading platform are described. An investment platform forms electronic links among member investors and investment portfolios and brokerage accounts of the investors, wherein a portfolio includes at least one investment position. The investment platform shares between the investors the portfolio data or the portfolios and/or brokerage data of the brokerage accounts. A trading application programming interface (API) conducts operations in portfolios and/or brokerage accounts in response to the portfolio data and/or the brokerage data. The trading API conducts automatic operations in portfolios and/or brokerage accounts in response to the portfolio data and/or the brokerage data.

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Patent Owner(s)

Patent OwnerAddress
MORGAN STANLEY SERVICES GROUP INC1633 BROADWAY NEW YORK NY 10019

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Carpenter, Steven A San Francisco, US 16 1135
Junkergard, Sven San Francisco, US 9 972
Sharma, Manu San Francisco, US 79 1544

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