Method of computerized monitoring of investment trading and associated system
US8200567B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Jun 4, 2004 |
| Grant date | Jun 12, 2012 |
| Priority date | — |
| Expiry date | Mar 23, 2027 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method of computerized monitoring of investment trading includes providing historic trading data for a specific trader, selecting a plurality of trading parameters for the specific trader and obtaining current information regarding the selected parameters, and/or providing historic trading data and applying rules to the current information and/or historic trading data to determine if behavior of interest which may involve a rules violation, a departure from the rules which is not technically a violation or a potential departure from the rules which might make desirable further investigation has occurred. The system may be employed to monitor whether market timing of mutual fund investments has occurred. A corresponding computerized system is disclosed.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.