Method and apparatus for financial investment advice available to host of users over a public network
US8560412B2 · kind B2 · utility
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8Claims
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Assignee
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Key dates
| Filing date | May 22, 2006 |
| Grant date | Oct 15, 2013 |
| Priority date | — |
| Expiry date | Sep 23, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
The investment arrangement funnels the knowledge and strategies of a host of advisors through an impartial system leveraged by a host of investors to access, evaluate and then easily invest in one or more strategies. Investment is made by an investment company which acts as a holding company for the investor. The advisor provides instructions to the investment company regarding buy and sell instructions. The strategy of each advisor is clearly stated and investments are restricted to the strategy. The investment company provides a database of all trades by an advisor so that both actual and relative performance can be measured.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.