System and method for optimizing the number of units of a security purchased or sold on a periodic basis
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United States of America Patent
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Feb 21, 2006
Grant Date -
N/A
app pub date -
Sep 15, 2000
filing date -
Sep 17, 1999
priority date (Note) -
Expired
status (Latency Note)
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Abstract
A system and method for calculating a number of units of a security or other investment instrument to be traded periodically in a fluctuating market in a manner that optimizes the per-unit dollar value of the corresponding transaction. The system and method each comprise equations for calculating the number of units to be purchased or sold during each of a plurality of transaction periods based upon (1) a target amount of money for purchasing, or to be received from the sale of, the security during each transaction period, (2) a non-zero baseline unit price and (3) a current per unit price during the corresponding transaction period. In one embodiment, each equation further includes a gain control that, when all other variables are fixed, allows an investor to adjust the number of units traded to suit his or investment goals and/or to suit market conditions.
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