Method and apparatus for rebalancing an investment portfolio using a portfolio investment system
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United States of America Patent
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Dec 27, 2011
Grant Date -
Oct 8, 2009
app pub date -
Feb 17, 2009
filing date -
Nov 27, 2002
priority date (Note) -
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status (Latency Note)
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Abstract
A computer based portfolio manager system enables a user to create and manage a portfolio of investments. Users can create multiple sub-portfolios, termed folios, within their overall investment portfolio. Each of these folios can be created by the user or selected from multiple preset folios. One of the possible preset folios includes a manager's recommended folio. This folio is regularly updated, thereby indicating buy and sell recommendations of the manager. A user can balance his or her folio in accordance with the manager's revisions by investing additional capital in some securities and selling others. To prevent undesirable tax effects, a user can move securities from the manager's folio to a holding folio established by the user rather than selling the securities. This enables a user to maintain a folio in the proportions recommended by the manager. The system also enables the folio to be continually rebalanced, while avoiding undesirable tax effects.
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