Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
Number of patents in Portfolio can not be more than 2000
United States of America Patent
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Jan 17, 2012
Grant Date -
Feb 5, 2004
app pub date -
Jul 28, 2003
filing date -
Mar 11, 1998
priority date (Note) -
In Force
status (Latency Note)
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Abstract
An investor adjusts a risk-return characteristic of a portfolio of investments by using a graphical user interface to adjust a pointer on a screen up or down. In response, the computer system automatically recalculates the required mix of the portfolio's stocks. Trades are then sent to the system for execution to implement the adjusted portfolio. Thus, investors are afforded a simple click-of-a-mouse mechanism to adjust their entire portfolio to precisely the types of portfolio characteristics desired without having to know about the various interactions of securities with each other or the portfolio effects of changing one security or another or have any other knowledge.
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