首页> 外国专利> Method and apparatus to enable more small Investors or individual investors or others think and manage a portfolio of securities or other assets

Method and apparatus to enable more small Investors or individual investors or others think and manage a portfolio of securities or other assets

机译:使更多的小型投资者或个人投资者或其他人能够思考和管理证券或其他资产的投资组合的方法和装置

摘要

A system to allow at least a Plurality deinversionistas negotiate a portfolio of assets / liabilities through a First Plurality of Communication links.One for each of the Plurality of investors, for whichEach of the Plurality of investors, the system transmits Data concerning the negotiation negotiations of a Plurality of assets / liabilities that each of the Plurality of inverZionists sought, this system is characterized by enabling individual investors or to create small,Negotiate and manage a portfolio of assets / liabilities through a First Plurality of Communication links.One for each of the Plurality of individual investors or small,For each one of the Plurality of individual investors or small System transmits the data relating to the business of Negotiating a Plurality of assets / liabilities CEach of the Plurality of small individual investors or to do to create, modify, or sell a portfolio of such Plurality of assets / liabilities,Including potentially economically viable,And that includes: a) a Processor: (i) that communicates with a Plurality of Personal Computer of a Plurality of individual investors and small Investors through the firstA Plurality of Communication links; (ii) that receives Identification Information of investors, Investor Preferences,Negotiation and Data from the computers of the Plurality of individual investors and small Investors.(iii) that creates a portfolio of assets / liabilities for each of the Plurality of individual investors and small Investors, from these data of negotiations;...
机译:一个至少允许多个反向交易者通过``第一沟通''链接来谈判资产负债组合的系统。对于每个多元化的投资者,对于每个多元化的投资者,该系统都会传输有关谈判谈判的数据对于每个inverZionists所寻求的资产/负债的多元化,该系统的特点是使个人投资者或通过第一多元沟通链接创建小型,谈判和管理资产/负债的投资组合。每个个体投资者或小型投资者,对于每个个体投资者或小型系统,都传输与资产/负债的多个资产谈判业务有关的数据。创建,修改或出售具有多种资产/负债的投资组合,包括潜在的经济利益e,并且包括:a)处理器:(i)通过firstA多个通信链接与多个个人投资者和小型投资者进行通信的个人计算机; (ii)从多元化的个人投资者和小型投资者的计算机接收投资者的身份信息,投资者的偏好,谈判和数据。(iii)为多元化的每个个体投资者创建资产/负债的投资组合小投资者,来自这些谈判数据; ...

著录项

  • 公开/公告号CO4830485A1

    专利类型

  • 公开/公告日1999-08-30

    原文格式PDF

  • 申请/专利权人 FOLIO TRADE LLC;

    申请/专利号CO19990014806

  • 发明设计人 WALLMAN STEVEN M.H.;

    申请日1999-03-10

  • 分类号G06F17/60;G06F157/00;

  • 国家 CO

  • 入库时间 2022-08-22 02:27:57

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