Investment portfolio tracking system and method
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Jan 16, 2007
Grant Date -
N/A
app pub date -
Oct 1, 1999
filing date -
Oct 1, 1999
priority date (Note) -
In Force
status (Latency Note)
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Abstract
Accounting and financial analyses are performed for an investment portfolio to produce comprehensive reports on the performance and/or current real net worth of this investment portfolio. These reports are generated in response to a user request that is received over the Internet based on automatically based on security price data retrieved from a real-time security price reporting service and transaction records of the investment portfolio that are retrieved from one or more of the user's trading accounts that are kept at different financial institutions. As a result, a single financial report that is representative of the collective performance of different accounts in different financial institutions can be generated.
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