Invention Grant
US08099344B2 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
有权
使个体或小型投资者或其他人以成本有效的方式创建和管理证券或其他资产或负债组合的方法和设备
- Patent Title: 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
- Patent Title (中): 使个体或小型投资者或其他人以成本有效的方式创建和管理证券或其他资产或负债组合的方法和设备
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Application No.: US10627626Application Date: 2003-07-28
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Publication No.: US08099344B2Publication Date: 2012-01-17
- Inventor: Steven M. H. Wallman
- Applicant: Steven M. H. Wallman
- Applicant Address: US VA Vienna
- Assignee: FOLIOfn, Inc.
- Current Assignee: FOLIOfn, Inc.
- Current Assignee Address: US VA Vienna
- Agency: Kenyon & Kenyon LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00
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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