发明授权
US08275690B2 Method and apparatus for enabling 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
- 专利标题： Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
- 专利标题（中）： 使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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申请号： US12701286申请日： 2010-02-05
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公开(公告)号： US08275690B2公开(公告)日： 2012-09-25
- 发明人: Steven M. H. Wallman
- 申请人： Steven M. H. Wallman
- 申请人地址： US VA McLean
- 专利权人： FOLIOn, Inc.
- 当前专利权人： FOLIOn, Inc.
- 当前专利权人地址： US VA McLean
- 代理机构： Kenyon & Kenyon LLP
- 主分类号： G06Q40/00
- IPC分类号： G06Q40/00
摘要：
Smaller investors can create and manage on a cost-effective basis a complex portfolio of securities using a mechanism that enables the investor to provide to the system the investor's preferences regarding his portfolio, to generate a portfolio, including fractional shares, that reflects the investor's preferences. The system then permits aggregation of the orders, and netting of orders, generated by multiple investors at various times during the day for execution. In addition, the structure of the computer-based system of the present invention allows its cost to be based on access to or usage of the system (such as a monthly fee) as opposed to by securities orders entered into the system as per common brokerage. The result is that the investor can create a portfolio of directly owned securities with attributes, such as diversification, similar to a mutual fund.
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