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 basis
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United States of America Patent
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Feb 7, 2006
Grant Date -
N/A
app pub date -
Mar 11, 1998
filing date -
Mar 11, 1998
priority date (Note) -
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status (Latency Note)
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Abstract
A computer implemented method using aggregation for enabling a user to create and trade a plurality of market tradable assets or liabilities as a single, customizable investment portfolio. An embodiment of the invention includes determining, based on an order to trade a portfolio from a user, a plurality of distinct market tradable assets or liabilities to be transacted in a market for each of the distinct assets or liabilities in a plurality of transactions for the user, aggregating the plurality of transactions for the user with a plurality of transactions for one or more other users over an applicable characteristic of the plurality of assets or liabilities, wherein the aggregating includes aggregating single shares, odd lots and/or fractional shares using a computer, and executing one or more trades based on the aggregating to implement the order to trade the portfolio.
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