System, method, and computer program product for managing a virtual portfolio of financial objects
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United States of America Patent
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Feb 12, 2013
Grant Date -
Mar 11, 2010
app pub date -
Sep 7, 2009
filing date -
Apr 10, 2002
priority date (Note) -
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status (Latency Note)
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Abstract
A system, method and/or computer program product for managing an index or portfolio of one or more financial object is disclosed. An index (or portfolio) may be created, including selecting object based on accounting data or weighting the object based on accounting data. Investment managers may manage accounts for investors. The investors may directly hold assets in the accounts so the investors may take advantage of any benefits generated by transactions using the assets in the accounts. Investor(s) may have account(s) and manager(s). A manager may have one or more investors and account(s) to manage. Virtual mutual fund manager may use a holdings matrix and lot matrix to track asset lots in the accounts. When a manager wishes to make a trade affecting an investor, virtual mutual fund manager may determine which asset lots held by the investor should be used to execute the trade.
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