US 2006/0069639 A1 · System and methods for prioritized management of financial instruments

Abstract

The invention relates to an improved means for interactive computerized communications having a facilitated capability for order entry and order execution, and providing an enhanced range of trading forms and methods to clients of brokerage firms dealing in financial securities. In particular, the invention relates to a type of interactive computerized system and software program that implements an improved mode of online communication between brokerage firms dealing in financial securities and their retail investors, to result in a more efficient and flexible range in the type of allowable trades, and that provides thereby innovative and strategic advantages to individual investors of brokerage firms, for actively managing financial securities held in trading accounts.

Claims1

Dependent claims

A method for prioritized management of financial instruments comprising:

receiving an order for trading one or more of the financial instruments;
accepting criteria for the one or more of the financial instruments, wherein the criteria is one or more of a plurality of trading options;
and
executing actions automatically according to the criteria.

1 more element

Dependencies are inferred from the claim text.

Facts

Application

11/241,556Filed 30 Sep 2005

Priority

30 Sep 2004

Published

30 Mar 2006

Term ends

Not estimatedThe source records don’t support an estimate.

Classification2 codes

G06Q 40/04
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: trading; Exchange, e.g. stocks, commodities, derivatives or currency…
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

System and methods for prioritized management of financial instruments

Life of this patent

System and methods for prioritized management of financial instruments

Life of this patent

Abstract

Claims1