Automated portfolio management system with internet datafeed
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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-
May 16, 2000
Grant Date -
N/A
app pub date -
Jan 21, 1998
filing date -
Jan 21, 1998
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
An automated portfolio management system and method which manages data in a database, and populates the database with data from a data feed off the Internet. The system utilizes double leveraging of funds and purchased index puts as insurance against market downturns, to generate a guaranteed high yield. The double leveraging is accomplished by selling covered calls and using a formula to determine the maximum amount to borrow against the portfolio, and using income from both sources to purchase additional stock. The high yield from the portfolio is protected from market downturns by index puts.
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