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6442532 |
Wireless transaction and information system
A financial information and transaction system utilizes wireless communication in connection with portable terminals. In this system, a terminal is connected to the financial institution via a...
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6430542 |
Computer-implemented program for financial planning and advice system
The present financial planning and advice system allows an advisor to provide proactive, efficient service to clients. An advisor can analyze a client's relationship(s) with his/her family,...
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6424952 |
Method of providing means to pay for total future educational expenses to attend an institution of higher learning
A method and system for financing expected future educational expenses. The method includes the basic steps of determining current educational expenses, reviewing past changes in educational...
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6421653 |
Systems, methods and computer program products for electronic trading of financial instruments
An internet-protocol based anonymous trading system which enables traders to identify bids and offers which they are eligible to trade based upon a color coded methodology which gives the trader...
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6415270 |
Multiple auction coordination method and system
A multi-auction service system and method for replicating an item to be auctioned at a plurality of remote auction services, where the multi-auction service detects bids at the plurality of remote...
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6415268 |
Method of recovering the real value of a stock from the stock pricing data
A method of recovering the real value of a stock from the stock pricing data collected in a stock market and related ways of selecting stocks in the market are described. The method involves the...
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6408282 |
System and method for conducting securities transactions over a computer network
The system and method of the preferred embodiment supports trading of securities over the Internet both on national exchanges and outside the national exchanges. The preferred embodiment supports...
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6405204 |
Alerts by sector/news alerts
The invention provides index performance alerts by sector. The index alerts are based on price performance measures of each industry, sector, sub-sector, or group (referred to collectively as...
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6405180 |
Automated exchange for matching bids between a party and a counterparty based on a relationship between the counterparty and the exchange
In an automated exchange system means are provided by means of which a market maker can enter a course of action in advance, so that the volume in the orderbook is continuously updated, and where...
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6381585 |
Method and apparatus for administering a share bond
A method and apparatus for enhancing the stock of a business entity by joining the shares of stock to non-investment bonds at no cost, no loss financially to any current and/or future shareowner...
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6381586 |
Pricing of options using importance sampling and stratification/ Quasi-Monte Carlo
A computer implemented method prices derivative securities (for example, options) by selecting an importance sampling (IS) distribution and combining the chosen IS distribution with stratified...
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6374231 |
Money fund banking system
Providing interest to clients' deposited finds without the legal limitation on the number of demand withdrawals from deposit accounts is accomplished by an administration system that keeps all of...
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6370516 |
Computer based device to report the results of codified methodologies of financial advisors applied to a single security or element
The invention utilizes computer apparatus to automatically generate a display or report containing the result for a plurality of investment advisor methodologies (FIG. 2 ) for one specific...
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6360210 |
Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities
A computer-based system is disclosed for reducing risk, including market risk, for a given portfolio, by examining the expected risk, pricing it, and transferring some or all of it in exchange for...
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6347307 |
System and method for conducting web-based financial transactions in capital markets
The present invention provides a system and method that enables users, such as institutional investors and financial institutions, to engage in capital market transactions, including the trading of...
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6347302 |
Apparatus and method for processing lease insurance information
An apparatus and method for processing lease insurance information which includes a memory device for storing a first data set, wherein the first data set contains information for generating at...
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6347319 |
Methods of obtaining listings of information from databases
In one aspect, the invention encompasses a method of obtaining a listing of information from a database and utilizing the listing as a user input to a machine in data communication with the...
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6343278 |
Combined order limit for a group of related transactions in an automated dealing system
An improved multiple order facility for a computerized trading system in which a first trader submits a plurality of orders for display and acceptance by other traders, including a first subsystem...
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6338047 |
Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors
A system and method for allowing a plurality of investors to manage investments in a mutual fund or a directly-owned portfolio of investments. The assets and liabilities of the mutual fund are...
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6336103 |
Rapid method of analysis for correlation of asset return to future financial liabilities
A method and system for correlating an expected asset return of a portfolio to changes in future financial liabilities and also to other financial indices. Management of asset portfolios often...
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6332134 |
Financial transaction system
A financial transaction system. The present invention includes a method for performing a financial transaction, wherein a cardholder makes a purchase from a merchant using credit established at a...
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6330541 |
System and method for controlling and securitizing the cash value growth and/or death benefits of a large pool of insurance policies
A system and method of managing an actuarially credible pool of life insurance policies to generate a consistent cash flow from death benefits paid on the insurance policies. The system and method...
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6324523 |
Integrated client relationship management processor
A data processing system initiates, implements, confirms and updates a novel financial transaction support service, which provides an allotment of brokerage transactions, related financial...
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6317726 |
Automated strategies for investment management
The invention is in the field of using a computer to select corporate stocks for investment. Fifty stocks are selected from a database on the basis of certain criteria. The stocks are acquired in...
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6317728 |
Securities and commodities trading system
In accordance with the invention there is provided a securities trading system based on the principles of artificial intelligence. It includes a data acquisition system having an input...
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6313833 |
Graphical data collection and retrieval interface
A graphical user interface is provided for capturing application data in picture form. A set of data capture tools, including a subjective data parameter pallette and accompanying data canvas, are...
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6298334 |
Object-based numeric-analysis engine
A method implemented in a computer system for dynamically analyzing the status of a numeric system wherein the numeric system which includes one or more numeric objects such as inflow objects,...
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6298348 |
Consumer profiling system
A consumer profiling system is presented in which consumer profiles are formed and updated based on their purchases. The consumer profiles contain both demographic data and product preferences....
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6289321 |
Device to detect stock names having the highest current value and its methods for use
There is disclosed a method for selecting a stock name having the highest current value or lowest current value from all the stock names in stock/exchange/merchandise trading and distributing the...
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6282520 |
Computer system and methods for allocation of the returns of a portfolio among a plurality of investors with different risk tolerance levels and allocation of returns from an efficient portfolio
A method and system is presented for distributing returns from an investment portfolio to a plurality of investors with different risk tolerances as a function of the risk-return preferences of the...
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6282517 |
Real time communication of purchase requests
A method and apparatus for formulating and submitting a purchase request over a computer network and making said purchase request available to a dealer immediately. A Data Center system has a...
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6278983 |
Automated resource allocation and management system
An automated resource allocation and management system moves money between an invested fund and an uninvested fund, where the invested fund is typically invested in the stock market and the...
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6278981 |
Computer-implemented method and apparatus for portfolio compression
A computer-implemented method for compressing a portfolio of financial instruments is described. Financial instruments to be compressed are identified, and a compressed subportfolio corresponding...
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6278982 |
Securities trading system for consolidation of trading on multiple ECNS and electronic exchanges
A securities trading consolidation system where each customer uses a single trader terminal to view, and analyze security market information from and to conduct security transactions with two or...
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6275814 |
Investment portfolio selection system and method
A set of available investment assets is evaluated for inclusion in an efficient portfolio by treating certain asset characteristics as a probabilistic random variable, and averaging the resultant...
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6272474 |
Method for monitoring and trading stocks via the internet displaying bid/ask trade bars
A method for providing stock information to traders. Stock information is received that includes bid offers, ask offers, the size of the bid offers and the size of the ask offers and the identity...
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6272528 |
Computer method for delivery of financial services
A computer system is provided for delivery of financial services, such as banking, general insurance, life assurance, pensions and investments, loans and mortgages, and financial planning and...
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6253192 |
Method of personal financial planning
A method of financial planning in which a financial model is created from data relating to a subject's income, expenses, assets and liabilities. A planning rules database is created from data...
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6240399 |
System and method for optimizing investment location
An investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred investment...
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6236973 |
Apparatus and method for providing collateral construction loan insurance coverage
A centralized automated apparatus for lending institutions to initiate, report and confirm insurance coverage on buildings used as collateral for construction loans under a single builder's risk...
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6236980 |
Magazine, online, and broadcast summary recommendation reporting system to aid in decision making
The invention utilizes a computer apparatus to automatically generate displays or reports containing investment security or element recommendations (FIG. 4, box 133) along with an optional...
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6233566 |
System, method and computer program product for online financial products trading
An online centralized financial products exchange system. The invention is a system, method and computer program product that creates a "marketplace" for end-to-end financial products life cycle...
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6216129 |
Advertisement selection system supporting discretionary target market characteristics
An advertisement selection system is presented in which vectors describing an actual or hypothetical market for a product or desired viewing audience can be determined. An ad characterization...
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6205434 |
Computerized indenture plan allocation determination management and reporting system
A computerized indenture plan allocation determination, management and reporting system and method is disclosed. The system determines allocations relating to an indenture plan, manages indenture...
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6195647 |
On-line transaction processing system for security trading
A data processing system provides an interface with a securities exchange system over which securities are traded. The system allows a user to configure displays tailored for specific functions and...
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6192347 |
System and methods for computing to support decomposing property into separately valued components
A computer system, and methods for making and using it, for manipulating digital electrical signals to produce an illustration of a decomposition of property into separately valued components. The...
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6188992 |
Apparatus, method and system for adaptively managing investments
The present invention provides an apparatus, method and system for managing investments having one or more characteristics. The present invention creates three or more investment agents, each...
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6175824 |
Method and apparatus for choosing a stock portfolio, based on patent indicators
A portfolio selector technique is described for selecting publicly traded companies to include in a stock market portfolio. The technique is based on a technology score derived from the patent...
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6163774 |
Method and apparatus for simplified and flexible selection of aggregate and cross product levels for a data warehouse
A method of defining aggregate levels to be used in aggregation in a data store having one or more dimensions. Levels are defined corresponding to attributes in the dimension, so that data can be...
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6161099 |
Process and apparatus for conducting auctions over electronic networks
An apparatus and process for conducting auctions, specifically municipal bond auctions, over electronic networks, particularly the Internet, is disclosed. The auctioneer maintains a web site from...
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