Invention Grant
- Patent Title: Systems and methods for controlling portfolios
- Patent Title (中): 用于控制投资组合的系统和方法
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Application No.: US11936172Application Date: 2007-11-07
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Publication No.: US08095446B2Publication Date: 2012-01-10
- Inventor: Zachary Miller Green , Milton J. Wolfson
- Applicant: Zachary Miller Green , Milton J. Wolfson
- Agency: Moazzam & Associates, LLC
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
Systems and methods are disclosed which relate to the management of asset invested in a fund. The system includes a computer connected to a network which has constantly updated fund data available to compare a current fund with a plurality of possible new funds. The system automatically transfers from one fund to another according to user predetermined criteria.
Public/Granted literature
- US20090119227A1 Systems and Methods for Controlling Portfolios Public/Granted day:2009-05-07
Information query
