Importance

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Abstract

Discloses is the use of a stop-loss and trailing stop-loss triggers utilizing a dynamic price-adjusting feature. Existing systems known in the art only allow one static stop-loss value to be used resulting in complete liquidation of the investment once the value is breached. The system of the present invention involves the use of two or more different protection levels per security, some of which may adjust based on the current share price of an investment and some which remain static, associates a liquidation percentage with each protection level and a dynamic adjusting module which allows a target growth rate to be set for at the security, class, category, account and client level that can then be used to dynamically adjust the settings of the protection levels and their associated liquidation percentages in real-time. Thus, the stop-loss system of the present invention allows for an investment to be liquidated over time in an incremental fashion as opposed to complete liquidation of an investment at one time. Using a dynamic adjusting stop-loss setting allows a target growth rate to be set for at the security, class, category, account and/or client level. The settings of the sell trigger module utilized by an automated portfolio management system are then dynamically adjusted real-time based on the performance of the security relative to the before mentioned target growth rates. The result is that the greater a security performs the greater the profits are protected and it is completely adjustable based on the needs of the client.

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First Claim