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    SYSTEM FOR SELECTING AND PURCHASING ASSETS AND MAINTAINING AN INVESTMENT PORTFOLIO
    1.
    发明申请
    SYSTEM FOR SELECTING AND PURCHASING ASSETS AND MAINTAINING AN INVESTMENT PORTFOLIO 有权
    选择和购买资产和维持投资组合的制度

    公开(公告)号：US20100325062A1

    公开(公告)日：2010-12-23

    申请号：US12767266

    申请日：2010-04-26

    申请人： James P. O'Shaughnessy ,  Gregory L. Cowin ,  Stephen M. Downey ,  Gregory L. McIntire ,  Kevin P. Tyson

    发明人： James P. O'Shaughnessy ,  Gregory L. Cowin ,  Stephen M. Downey ,  Gregory L. McIntire ,  Kevin P. Tyson

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/06 ,  G06Q20/102 ,  G06Q40/04 ,  G06Q40/10 ,  G06Q40/12

    摘要： The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the investor, allowing for review of the at least one list of investments and information relating to historic and/or hypothetical performance and a description of asset selection methodology, performing automated electronic execution of transactions pertaining the investments, maintenance and monitoring of investment portfolios, and rebalancing of investment portfolios.

    摘要翻译： 本发明在计算机实施的系统和方法领域中，用于产生投资者风险承受能力的简档，基于投资者的风险容忍度提供自动投资分配咨询，为投资者的投资组合生成至少一个投资清单， 允许审查至少一个投资名单和与历史和/或假设性能有关的信息以及资产选择方法的描述，执行与投资，维护和监督投资组合有关的交易的自动电子执行以及投资重新平衡 投资组合。

    System and method for selecting and purchasing stocks via a global computer network
    2.
    发明授权
    System and method for selecting and purchasing stocks via a global computer network 有权

    公开(公告)号：US07177831B1

    公开(公告)日：2007-02-13

    申请号：US09624330

    申请日：2000-07-24

    申请人： James P. O'Shaughnessy ,  Gregory L. Cowin ,  Stephen M. Downey ,  Gregory L. McIntire ,  Kevin P. Tyson

    发明人： James P. O'Shaughnessy ,  Gregory L. Cowin ,  Stephen M. Downey ,  Gregory L. McIntire ,  Kevin P. Tyson

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/06 ,  G06Q20/102 ,  G06Q40/04 ,  G06Q40/10 ,  G06Q40/12

    摘要： The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and/or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.

    System for selecting and purchasing assets and maintaining an investment portfolio
    3.
    发明授权
    System for selecting and purchasing assets and maintaining an investment portfolio 有权
    选择和购买资产和维持投资组合的制度

    公开(公告)号：US08165948B2

    公开(公告)日：2012-04-24

    申请号：US12767266

    申请日：2010-04-26

    申请人： James P. O'Shaughnessy ,  Gregory L. Cowin ,  Stephen M. Downey ,  Gregory L. McIntire ,  Kevin P. Tyson

    发明人： James P. O'Shaughnessy ,  Gregory L. Cowin ,  Stephen M. Downey ,  Gregory L. McIntire ,  Kevin P. Tyson

    IPC分类号： G06Q40/00

    CPC分类号： G06Q40/06 ,  G06Q20/102 ,  G06Q40/04 ,  G06Q40/10 ,  G06Q40/12

    摘要： The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the investor, allowing for review of the at least one list of investments and information relating to historic and/or hypothetical performance and a description of asset selection methodology, performing automated electronic execution of transactions pertaining the investments, maintenance and monitoring of investment portfolios, and rebalancing of investment portfolios.

    摘要翻译： 本发明在计算机实施的系统和方法领域中，用于产生投资者风险承受能力的简档，基于投资者的风险容忍度提供自动投资分配咨询，为投资者的投资组合生成至少一个投资清单， 允许审查至少一个投资名单和与历史和/或假设性能有关的信息，以及资产选择方法的描述，执行与投资，维护和监督投资组合有关的交易的自动化电子执行以及投资重新平衡 投资组合。

    Automated strategies for investment management
    4.
    发明授权
    Automated strategies for investment management 有权
    投资管理自动化策略

    公开(公告)号：US06317726B1

    公开(公告)日：2001-11-13

    申请号：US09361654

    申请日：1999-07-27

    申请人： James P. O'Shaughnessy

    发明人： James P. O'Shaughnessy

    IPC分类号： G06F1760

    CPC分类号： G06Q40/06 ,  G06Q40/00 ,  G06Q40/025 ,  G06Q40/04

    摘要： 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 equal proportions, and the portfolio is rebalanced at the end of an annual term. Strategy I: market capitalization greater than $172 million (inflation adjusted figure for $150 million in 1994 dollars.); price-to-sales ratio less than 1.5; earnings higher than in previous year; market capitalization greater than market capitalization three months ago; market capitalization greater than market capitalization six months ago; buy stocks with highest one-year stock price appreciation. Strategy II: market capitalization greater than database mean; common shares outstanding greater than database mean; cashflow greater than the database mean. (creating SET A); price-to-sales ratio less than average for SET A; sales greater than 1.5 times the average for the database; no utility companies; buy the 25 or 50 stocks with the best one year stock price appreciation.

    摘要翻译： 本发明是在使用计算机来选择公司股票进行投资的领域。 根据某些标准从数据库中选出50个库存。 股票以相等的比例收购，投资组合在年度末期重新平衡。 策略一：市值超过1.72亿美元（通货膨胀调整数为1994美元1.5亿美元）。 售价低于1.5; 收益高于上年; 三个月前市值大于市值; 六个月前市值大于市值; 买入一年股票涨幅最高的股票。 策略二：市值大于数据库平均值; 普通股突破大于数据库平均水平; 现金流大于数据库意味着。 （创建SET A）; 价格销售比低于SET A的平均水平; 销量大于数据库平均的1.5倍; 没有公用事业公司 购买25或50股最好的一年股票价格升值。

    System and method for selecting and purchasing stocks via a global computer network
    8.
    发明授权
    System and method for selecting and purchasing stocks via a global computer network 有权
    通过全球计算机网络选择和购买股票的系统和方法

    公开(公告)号：US06484151B1

    公开(公告)日：2002-11-19

    申请号：US09360003

    申请日：1999-07-23

    申请人： James P. O'Shaughnessy

    发明人： James P. O'Shaughnessy

    IPC分类号： G06F1760

    CPC分类号： G06Q40/06 ,  G06Q40/025

    摘要： The invention is in the field of using a computer to select corporate stocks for investment. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user reviews certain strategies and their historic performance. The information is transmitted across the Internet to the user. The information transmitted includes such information as historic performance, sample holdings, modeling how the particular strategy and its holding has performed in the past. The user, after making appropriate reviews, makes a decision to purchase the names of the stocks in that portfolio. The owner of the PMP host computer collects a payment for this service. Now the user sees a list of stocks provided by the PMP host computer. If the user can then make the decision whether to accept or reject any individual stock in the generated list. For example, if the user rejects the tenth stock in a ten stock strategy, the PMP host computer presents the eleventh stock as a substitute which may in turn also be rejected. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. If the strategy has 10 stocks, for example, and the user invests $100,000, the user will have $99,970.05 to invest in the 10 stocks or $9,997 per issue. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares.

    摘要翻译： 本发明是在使用计算机来选择公司股票进行投资的领域。 用户连接到互联网。 用户通过互联网连接到投资组合管理程序（PMP）主机。 用户回顾某些策略及其历史性能。 信息通过互联网传输给用户。 所传递的信息包括历史性表现，样本持有，模拟过去特定策略及其持有情况等信息。 用户在作出适当的评论后，决定购买该投资组合中股票的名称。 PMP主机的所有者收取此服务的付款。 现在用户看到由PMP主机提供的股票列表。 如果用户可以决定是否接受或拒绝所生成的列表中的任何个人股票。 例如，如果用户以十股股票策略拒绝第十股，PMP主机将第十一股股票作为替代品，也可能被拒绝。 一旦用户批准了所提出的投资组合的内容，用户将按照该策略输入用户投资的金额。 如果该策略有10个股票，而用户投资10万美元，用户将有99,970.05美元投资10只股票或9,997美元。 用户可以设置重新平衡日期的自动电子邮件通知，或者让PMP投票选出股份的代理人。