Method, system, and apparatus for managing taxable events within a portfolio
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United States of America Patent
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Feb 4, 2003
Issued Date -
N/A
app pub date -
Oct 17, 2000
filing date -
Sep 14, 1998
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A method is disclosed for providing management of taxable events. The disclosed method includes determining a proceeds and tax consequence that would result from trading each of various combinations of a plurality of assets/liabilities. The disclosed method further includes displaying the proceeds and tax consequence from each potential trade in a computer-generated graph of at least two dimensions.
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Family
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