Invention Grant
- Patent Title: Method and system for building an investment portfolio
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Application No.: US14246635Application Date: 2014-04-07
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Publication No.: US11803914B2Publication Date: 2023-10-31
- Inventor: William Elliott Fiala , Scott David Harris , Matthew James Mikula
- Applicant: Edward D. Jones & Co., L.P.
- Applicant Address: US MO St. Louis
- Assignee: Edward D. Jones & Co., L.P.
- Current Assignee: Edward D. Jones & Co., L.P.
- Current Assignee Address: US MO St. Louis
- Agency: DUANE MORRIS LLP
- The original application number of the division: US12869529 2010.08.26
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06Q40/06
Abstract:
Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
Public/Granted literature
- US20140304192A1 METHOD AND SYSTEM FOR BUILDING AN INVESTMENT PORTFOLIO Public/Granted day:2014-10-09
Information query
