Invention Grant
- Patent Title: Method and system for building an investment portfolio
- Patent Title (中): 建立投资组合的方法和制度
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Application No.: US12869529Application Date: 2010-08-26
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Publication No.: US08732059B2Publication Date: 2014-05-20
- Inventor: William Elliott Fiala , Scott David Harris , Matthew James Mikula
- Applicant: William Elliott Fiala , Scott David Harris , Matthew James Mikula
- Applicant Address: US MO St. Louis
- Assignee: Edward D. Jones & Co., L.P.
- Current Assignee: Edward D. Jones & Co., L.P.
- Current Assignee Address: US MO St. Louis
- Agency: Thompson Coburn LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
Public/Granted literature
- US20120054121A1 Method and System for Building an Investment Portfolio Public/Granted day:2012-03-01
Information query
