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7424451 |
System and method of solving optimization problems using prestored advanced bases
A system, computer code, and method are disclosed for solving optimization problems using prestored data groups pertaining to a plurality of anticipated optimization problems, whereby optimization...
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7424450 |
System and method for performing automatic spread trading
The present embodiments are provided to facilitate the automatic trading of spreads in a fast and accurate manner. One or more market data feeds that contain market information for tradeable...
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7424441 |
Systems and methods for integrating loyalty and stored-value programs
Systems and methods are provided for operating an integrated stored-value and loyalty program within a financial infrastructure. An identifier and a packet of transaction information defining a...
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7424409 |
Stochastic modeling of time distributed sequences
Apparatus for building a stochastic model of a time sequential data sequence, the data sequence comprising symbols selected from a finite symbol set, the apparatus comprising: an input for...
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7421410 |
Method and system for providing an incentive to use an automated teller machine (ATM)
The present invention provides methods and systems for promoting banking services to non-customers at an automated teller machine (ATM) through an incentive system. Non-customers who enroll in the...
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7421408 |
Personal or family financial accounting and management system
The invention is directed to a personal financial management system and method for personal financial management. A user interface attached to a computer may interact with the user and/or financial...
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7421404 |
Method and a system with improved tracking of trading positions
A clearing system holds positions that are affected by trades executed during trading cycles. The positions are updated by those trades in clearing cycles. A first trade is executed and includes...
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7418421 |
Method, system, and apparatus for dynamically creating electronic contracts
A method of dynamically negotiating a transaction can include determining a potential transaction between participants according to transaction parameters stored within a transaction parameter data...
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7418420 |
Method and system for providing downside protection of stock market investments
A method and system for providing downside protection of stock market investments. The present invention allows stock prices to be expressed as a stop loss percentage of the high value the stock...
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7418419 |
Method and system for comparison and evaluation of investment portfolios
A method and system performs an analysis to compare and evaluate the performance of an investment portfolio. The method and system includes fiscal data realignment and multiple holdings date...
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7418417 |
Credit index, a system and method for structuring a credit index, and a system and method for operating a credit index
The present invention relates to a credit index, a system and method for structuring a credit index, a system and method for operating a credit index, and a system and method for determining the...
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7418416 |
Gamma trading tool
Automated hedging of financial instruments can include the automated generation of orders to hedge a financial exposure associated with a first financial instrument (e.g., to hedge a risk...
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7418415 |
Object-oriented representation of a generic profitability rule for financial processing in a relational database management system
A Value Analyzer system is a data-driven computer-facilitated financial model that provides accurate and consistent profitability calculations using account, product and event attributes stored in...
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7418414 |
System and method to organize and manage corporate capitalization and securities
The present invention is a system and method for organizing and managing corporate capitalization and securities. A database tracks the complete capitalization, not just the administration of...
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7415663 |
Advanced logic controller that deploys user customized logic in the administration of questionnaires
Computerization has allowed branching and other logic to be integrated into questionnaire administration. The primary purpose of this invention is to allow the functionality and power of these...
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7415437 |
Business development process
A business development process utilizing a business development database comprises collecting data for ideas from a plurality of sources. One type of collected idea data from said step of...
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7415435 |
Quotation mechanism for service environments
The present invention provides a quotation mechanism for service environments where the service level is negotiated. A client makes a request for a type, quality or volume of service. The service...
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7415432 |
Method and apparatus for the receipt, combination, and evaluation of equity portfolios for execution by a sponsor at passively determined prices
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...
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7412418 |
Expense tracking, electronic ordering, invoice presentment, and payment system and method
Systems and methods for tracking and billing expenses throughout a transaction, such as the sale or management of a real estate property. In one embodiment, a budget is created that details...
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7412414 |
Portfolio rebalancing by means of resampled efficient frontiers with forecast confidence level
A computer-implemented method and computer program product for selecting a portfolio weight (subject to specified constraints) for each of a plurality of assets of an optimal portfolio. A...
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7412413 |
Computerised financial services method
A method of determining a measure of residual income in relation to a company or investment, comprises first determining the forecast earnings or cash flow stream (E) of the company or investment...
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7412412 |
Network reverse auction and spending analysis methods
A computer-implemented telecommunications spending analysis system extracts telecommunications traffic detail data from billing statements provided by telecommunications carriers and converts the...
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7409366 |
Apparatus and method for adding liquidity to an ECN and improving executions of orders for securities
The invention provides methods and systems for improved execution of orders for securities and for adding liquidity to markets. Embodiments include receiving from customers orders for quantities of...
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7409365 |
Risk provision implementation financial processing in a relational database management system
A financial processing system that accesses account, event and organization attributes from a relational database management database, wherein: (1) the account attributes comprise data about...
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7409364 |
Financial advice strategy system
A system and method are disclosed for analyzing an individual's financial information and generating advice related to financial payment and negotiation strategies specifically tailored to the...
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7406447 |
Opening price process for trading system
A system for determining an opening price for products traded over a distributed, networked computer system, includes a plurality of workstations for entering orders for financial products into the...
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7406445 |
Method and system for banking
Methods and systems are disclosed which relate to online banking via interface surfaces printed with information and coded data. The coded data, encoded visibly or invisibly, may be queried by an...
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7406444 |
Order price threshold for automated market system
A method for trading a security in an electronic market includes entering an order at a client station for executing against any market participant that can at least in part satisfy the order,...
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7406443 |
Method and system for multi-dimensional trading
A method to trade objects over a network is described. A first order for an object having at least four dimensions associated with the object is received. A memory is searched for a second order...
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7406442 |
System and method for providing a credit card with multiple credit lines
A system and method for providing a credit card with multiple lines of credit. One of the disclosed methods include, for example, analyzing credit information of a cardholder to determine a level...
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7403922 |
Method and apparatus for evaluating fraud risk in an electronic commerce transaction
A technique for evaluating fraud risk in e-commerce transactions between consumer and a merchant is disclosed. The merchant requests service from the system using a secure, open messaging protocol....
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7403919 |
System and method for determining the liquidity of a credit
The present invention relates to a credit index, a system and method for structuring a credit index, a system and method for operating a credit index, and a system and method for determining the...
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7403918 |
Investment portfolio compliance system
A method is disclosed for determining whether a transaction involving a financial instrument is in compliance with investment objectives associated with an investment portfolio. The method includes...
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7403917 |
Reconciling combinations of transactions
A system, method, and computer program product provide automated reconciliation of transactions. A transaction in a first list is reconciled with a combination of two or more transactions in a...
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7401050 |
Method to improve debt collection practices
A method of improving debt collection from a debtor acquires pertinent debtor information in real time or near-real-time. Newly acquired debtor information is used in a debt collection decision...
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7401048 |
System and method for trade settlement tracking and relative ranking
A distributed computer system that enables end users to evaluate a broker's trade settlement performance by market and across multiple markets in terms of how many of the broker's trades failed....
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7401045 |
Method for administering a credit card with a finance charge waiver period
Method and systems for administering a credit card account are disclosed. The method comprises defining a finance charge waiver period for each one or more debits to the credit account. For each...
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7401044 |
Systems and methods for electronic trading that provide incentives and linked auctions
Systems and methods for electronic trading that provide incentives for gathering orders, making markets, and submitting block orders are provided. These systems and methods may first determine if...
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7401042 |
Method for profiling options
A method for measuring a price level of an option contract or a series of options contracts based upon a volatility of an underlying security. The method includes the process of calculating a rate...
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7401040 |
Financial modeling and counseling system
The present invention relates to a web-based financial management system for providing personalized financial coaching to a user. The system operates in a collaborative computing environment...
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7401039 |
Analytical tools for a community of investors having investment portfolios
A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the...
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7401038 |
Stock price chart
In a stock price chart in which “sticks” for a predetermined stock brand are arranged in time series on coordinates consisting of a price axis and a time axis, wherein the “sticks” are...
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7401037 |
System, method, and computer program product for providing stabilized annuity payments and control of investments in a variable annuity
In one embodiment, a method of managing assets for stabilizing anticipated periodic payments, allocating the assets to first and second pools; at periodic intervals, comparing the current value of...
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7401036 |
Free-market environmental management system having insured certification to a process standard
Environmental regulation by government is structurally incapable of satisfying its mandate. The present invention is an alternative, free-market management system designed to deliver a superior...
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7398918 |
Systems and method for risk triggering values
The invention includes systems and methods for facilitating risk assessment for point of sale transactions utilizing at least one risk triggering value (RTV) stored within a distributed (e.g.,...
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7398268 |
Systems and methods that facilitate data mining
A system that facilitates data mining comprises a reception component that receives command(s) in a declarative language that relate to utilizing an output of a first data mining model as an input...
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7398250 |
Method and system for restricting the usage of payment accounts
A user's ability to spend and/or receive funds for payment accounts maintained in an electronic wallet are limited. These limitations include restrictions on where the user is able to spend the...
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7398244 |
Automated order book with crowd price improvement
A market process operates according to a market methodology that enables crowd price improvement relative to the prices in a stored order file during both price discovery and execution. The market...
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7398242 |
Risk stripping system and method
A method is provided for managing risk associated with at least one financial transaction wherein each of the at least one financial transactions having at least a first risk factor and a second...
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7398241 |
Method and system for portable retirement investment
A process and a system for providing a user with a plurality of periodic retirement income payments is disclosed. The process comprises the steps of receiving an input including two of a retirement...
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