Patent · US Expired

Method and apparatus for the receipt, combination, and evaluation of equity portfolios for execution by a sponsor at passively determined prices

US7415432B1 · kind B1 · utility

30Cited by
32References
50Claims
0Family size

Assignee

Inventors

Key dates

Filing dateNov 17, 2000
Grant dateAug 19, 2008
Priority date
Expiry dateJan 11, 2023

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/04
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

The present invention is directed to a system for the electronic trading of financial instruments, and in particular, a system and method for the receipt, combination, and evaluation of equity portfolios for possible simultaneous execution by a sponsor at passively determined prices. In accordance with an embodiment of the present invention, a method for trading securities portfolios includes receiving a first intended portfolio trade having an associated specified commission, evaluating a combination of the first intended portfolio trade and a second intended portfolio trade for possible execution; and transmitting a decision on whether to execute the combination of the first intended portfolio trade and the second intended portfolio trade.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.