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6012043 |
Computerized system and method used in financial planning
A computer implemented tool used primarily in [retirement planning] financial planning which produces estimated values of needed savings levels and further income based on certain economic...
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6003018 |
Portfolio optimization by means of resampled efficient frontiers
A method for evaluating an existing or putative portfolio having a plurality of assets. A mean-variance efficient portfolio is computed for a plurality of simulations of input data statistically...
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5999918 |
Interactive color confidence indicators for statistical data
A computer interface system that includes interactive interface controls as well as aural and kinetic interface controls to assist in educating a user, in profiling a user, and in controlling and...
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5999917 |
Automated system for managing a non-qualified deferred compensation plan
An automated system for managing the assets and liabilities of Non-Qualified Deferred Compensation (NQDC) plans. This system uses information from money managers, insurance and annuity carriers,...
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5991744 |
Method and apparatus that processes financial data relating to wealth accumulation plans
A digital computer produces data corresponding to results of different financial plans. Contribution data corresponding to contributions to an account created under the plan are entered into the...
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5991743 |
System and method for proactively monitoring risk exposure
The present invention discloses a system and method for proactively monitoring risk exposure. In this invention, risk related information is received at an input knowledge source. A shared database...
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5987433 |
Method and system for developing a time horizon based investment strategy
The present invention discloses a method and system for developing a time horizon based financial model for investing towards attaining at least one financial objective. Each financial objective is...
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5987436 |
Obligated investment system
A financial management data processing system determines monetary amounts related to a loan. The loan consists of a base loan amount to be used by a borrower, for which a lender charges the...
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5987434 |
Apparatus and method for transacting marketing and sales of financial products
An apparatus and method which use client information to automatically select and present financial products appropriate for the client. The apparatus according to one aspect includes an input...
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5983204 |
System and method for supporting a new financial instrument for use in closed end funds
A data processing system for supporting a new financial instrument known as a Put Ratio Equity Protection ("PREP") used in closed end funds. The data processing system provides computer means for...
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5974390 |
System and method for assuring predictable gains
A system and method is described for creating a predictable flow of funds from an otherwise unpredictable source. An investment and receiving vehicle is established where participants pool their...
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5950175 |
System for managing real estate SWAP accounts
A data processing system for managing a plurality of discrete accounts. Each account provides a swap between a property holder and the plan manager wherein the holder dilutes their exposure to the...
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5946666 |
Monitoring device for financial securities
An apparatus and method for monitoring financial securities markets or financial securities to provide information regarding the status of the financial securities markets or securities. The...
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5946668 |
System and method for funding a home investment trust
A system and method for funding a home investment trust program to provide for home mortgage payments to pay for a home throughout the mortgage period, a first trust fund and a cash-out amount...
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5940810 |
Estimation method and system for complex securities using low-discrepancy deterministic sequences
In securities trading, in setting the initial offering price of a financial instrument, or in later revaluation as financial parameters such as interest rates may change, an estimate of the value...
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5933815 |
Computerized method and system for providing guaranteed lifetime income with liquidity
Computerized method and system for administering at least part of a program to provide a person with guaranteed lifetime income with a measure of liquidity using at least an initial contribution of...
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5930774 |
Method and computer program for evaluating mutual fund portfolios
A computer-readable storage device for storing computer programs for operating a computer is disclosed. The computer-readable storage device includes a computer program stored thereon which directs...
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5913198 |
System and method for designing and administering survivor benefit plans
A computer-implemented system and method for designing and administering self-funded survivor benefit plans is disclosed. The system includes a specific purpose computer programmed with several...
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5913202 |
Financial information intermediary system
A financial information intermediary system which extracts the most suitable product information from a wide variety of financial product information supplied by many financial institutions in the...
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5911135 |
System for managing financial accounts by a priority allocation of funds among accounts
A personal financial management program is disclosed for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within...
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5911136 |
System for prioritized operation of a personal financial account comprising liabilities and investment assets
A personal financial management program is for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client...
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5903879 |
Method of managing a loan for funding a pension
An employee eligible to participate in a pension plan is loaned up to the full employee contribution to the plan, thereby encouraging participation in the pension plan. This "Participation Loan"...
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5893079 |
System for receiving, processing, creating, storing, and disseminating investment information
A computerized data processing system includes an external data interface for communicating with nonuser outside sources of investment data and processing such data and delivering such data to a...
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5884287 |
System and method for generating and displaying risk and return in an investment portfolio
The present invention is a computer-implemented system and method to create an optimal investment plan given wealth goals stated in probabilistic form, and to display the resulting probability...
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5884285 |
System for managing financial accounts by reallocating funds among accounts
A personal financial management program is disclosed for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within...
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5884286 |
Apparatus and process for executing an expirationless option transaction
The present invention introduces an apparatus and process which may be implemented on a vast variety of computer systems. The apparatus and process of the present invention use a computer system to...
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5884283 |
System, method and program product for managing and controlling the disposition of financial resources
A method, computer program product and system providing management and control of the disposition of personal financial resources, taking into account the effects of inflation and deflation. The...
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5873071 |
Computer method and system for intermediated exchange of commodities
In a preferred embodiment, this invention includes software processes distributed on one or more computer systems that exchange messages in order to facilitate an intermediated exchange of...
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5864828 |
Personal financial management system for creation of a client portfolio of investment and credit facilities where funds are distributed based on a preferred allocation
A personal financial management program is for implementing, coordinating, supervising, analyzing and reporting upon investments in an array of asset accounts and credit facilities within a client...
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5857176 |
Fixed income portfolio data processor
A data processing system receives a continuous stream of real time transactional data regarding market transactions of fixed income securities. The incoming data is qualified and then used to...
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5852811 |
Method for managing financial accounts by a preferred allocation of funds among accounts
A personal financial program is disclosed incorporating means of implementing, coordinating, supervising, planning, analyzing and reporting upon investments in an array of asset accounts and...
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5819237 |
System and method for determination of incremental value at risk for securities trading
A system, method, and product determines the incremental impact of any number of candidate trades on the value at risk (VaR) measure of a trading portfolio within a trading interval, without...
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5819238 |
Apparatus and accompanying methods for automatically modifying a financial portfolio through dynamic re-weighting based on a non-constant function of current capitalization weights
Apparatus and methods for automatically modifying a financial portfolio having a pre-defined universe of securities, such as, e.g., an index fund, that tracks a given capitalization weighted index,...
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5812988 |
Method and system for jointly estimating cash flows, simulated returns, risk measures and present values for a plurality of assets
Methods and apparatus for: (1) inputting economic variables expected to influence future asset values and asset-specific variables; (2) estimating financial statements, future asset values, and...
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5809484 |
Method and apparatus for funding education by acquiring shares of students future earnings
A data processing system and method for administering a plan for funding investments in education is provided. The education investment plan includes a unit investment trust for financing the...
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5806049 |
Data processing system for global assessment of investment opportunity and cost
A data processing system for determining a matrix of optimal investment portfolios based on globally accessed investment return and risk criteria. The system creates a global defined database of...
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5806047 |
System for combined pool portfolio
A data processing system is disclosed for contributed employer securities in pension accounts which is directed specifically to the control, tracing of transactions and allocation of available...
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5802500 |
System and method for computing a financial projection of a prefunding program for other postretirement employee benefits under FASB statement 106
A computer system, and a method for using the system, for computing financial data, the computer system including a digital computer connected to receive information representing a description of a...
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5799287 |
Method and apparatus for optimal portfolio replication
A method and apparatus for determining an optimal replicating portfolio for a given target portfolio involves an initial step wherein a user defines a target portfolio to be replicated, a set of...
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5784696 |
Methods and apparatus for evaluating portfolios based on investment risk
A portfolio selector for selecting an investment portfolio from a library of assets based on investment risk and risk-adjusted return is provided. The selector chooses a tentative portfolio from...
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5774878 |
Virtual reality generator for use with financial information
A virtual reality generator having an input module that receives as input financial information is disclosed. The virtual reality generator outputs to a display device a virtual reality world...
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5765141 |
Computerized merchandising system
A computerized merchandising system useable by a corporation associated with a group of stores selling goods, the system acting not only to induce a consumer to purchase these goods, but also to...
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5761442 |
Predictive neural network means and method for selecting a portfolio of securities wherein each network has been trained using data relating to a corresponding security
A data processing system and method for selecting securities and constructing an investment portfolio is based on a set of artificial neural networks which are designed to model and track the...
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5749077 |
Method and apparatus for updating and selectively accessing financial records related to investments
A method and apparatus for inputting financial data, modifying, formatting and adding to pre-existing data on the basis of such input and, if desired, engaging in further processing of the data and...
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5745383 |
Method and apparatus for efficient threshold inference
A method and apparatus for predicting whether a specified threshold is likely to be exceeded for a specified predictor, based on preexisting information about related predictors and associated...
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5745885 |
Data storage medium for funding education by acquiring shares of students' f
A data processing system and method for administering a plan for funding investments in education is provided. The education investment plan includes a unit investment trust for financing the...
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5729700 |
Methods and apparatus for facilitating execution of asset trades based on nonnegative investment risk, using overlapping time periods
A portfolio selector for selecting an investment portfolio from a library of assets based on investment risk and risk-adjusted return is provided. The selector chooses a tentative portfolio from...
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5721831 |
Method and apparatus for recording results of marketing activity in a database of a bank, and for searching the recorded results
The invention concerns a graphical user interface for a bank's customer database. The interface allows a user to choose from several pre-defined operations upon the database, and eliminates the...
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5712987 |
Interface and associated bank customer database
The invention concerns a graphical user interface for a bank's customer database. The interface allows a user to choose from several pre-defined operations upon the database, and eliminates the...
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5692233 |
Integrated system and method for analyzing derivative securities
A system and method for analyzing derivative securities includes a central processing unit, an input device, an output device, and a storage. The system includes input and output routines, a...
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