发明授权
US07587352B2 Method and apparatus for managing a virtual portfolio of investment objects
有权
用于管理虚拟投资项目组合的方法和装置
- 专利标题: Method and apparatus for managing a virtual portfolio of investment objects
- 专利标题(中): 用于管理虚拟投资项目组合的方法和装置
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申请号: US11509003申请日: 2006-08-24
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公开(公告)号: US07587352B2公开(公告)日: 2009-09-08
- 发明人: Robert D. Arnott
- 申请人: Robert D. Arnott
- 申请人地址: US CA Newport Beach
- 专利权人: Research Affiliates, LLC
- 当前专利权人: Research Affiliates, LLC
- 当前专利权人地址: US CA Newport Beach
- 代理机构: Venable LLP
- 代理商 Ralph P. Albrecht
- 主分类号: G06Q40/00
- IPC分类号: G06Q40/00
摘要:
A method of managing financial object(s), on a computer, including but not limited to managing a virtual portfolio of the objects where the portfolio may include a collection of objects managed collectively but tracked separately with separately owned lots on behalf of investor(s); providing a database associating lot(s) owned by each of the investors and associating the lots as tradable regardless of initiator of the purchase; providing lot selection rules; receiving a requested trade; selecting a lot for trading using the database, the lot selection rules, and the requested trade; providing taxation rules; determining if a trade using the selected lot should be deferred; generating a deferred trade in a tax-managed sub-account if it is determined that the requested trade should be deferred; and selecting the deferred trade in the sub-account for execution if the deferred trade should no longer be deferred using the database and the taxation rules.