Systems and methods to balance portfolios of securities
US8566223B2 · kind B2 · utility
3Cited by
8References
24Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | May 4, 2012 |
| Grant date | Oct 22, 2013 |
| Priority date | — |
| Expiry date | May 18, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A system and associated method allows a client to balance the client's security portfolio that includes constituent securities. A client device is provided with a client interface. A host server is coupled to the client device and executes logic resources for balancing the portfolio. A balancing engine allows a client to manipulate the client's security portfolio and keep it in balance at all times. The balancing engine provides that any constituent moved by a client remains at a declared level and remaining constituents are proportionally balanced so that the sum of the weights adds to 100%.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.