System and method for determining the buying power of an investment portfolio

United States of America Patent

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Jul 12, 2011
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Mar 10, 2005
app pub date
Sep 8, 2003
filing date
Sep 8, 2003

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Abstract

A system and method for determining the buying power of an investment portfolio are disclosed which involve providing a set of compliance rules for an investment portfolio, receiving a request to analyze a proposed transaction, and calculating a transaction limit for the proposed transaction based upon the set of compliance rules.

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Patent Owner	Address
BLACKROCK FINANCE INC	50 HUDSON YARDS NEW YORK NY 10001

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G06Q:DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAP....

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Inventor Name	Address	# of filed Patents	Total Citations
Kochansky, Joseph	Bronxville, US	1	4

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System and method for determining the buying power of an investment portfolio

Number of patents in Portfolio can not be more than 2000

United States of America Patent

10657535

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PATENT NO	7979334
APP PUB NO	20050055300A1
SERIAL NO	10657535
DOCKET NO

US Family Size	Non-US Coverage
Patent Longevity	Forward Citations

DATE PUBLISHED	PUBLICATION/PATENT NO.	PUBLICATION TYPE
July 12, 2011	US,7979334,B2 US7979334B2	GRANTED PATENT AS SECOND PUBLICATION
March 10, 2005	US,20050055300,A1 US20050055300A1	FIRST PUBLISHED PATENT APPLICATION

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10657535

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