Methods, systems, and computer-readable media for automating trading and reversing of financial trades
AssigneeFinancial Tracking Technologies, LLC
InventorWalter Anthony Turner
Life of this patent
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Abstract
According to one or more disclosed embodiments, a plurality of data inputs are received from a plurality of information sources regarding one or more investment portfolios. Also, a proposed change to at least one of the investment portfolios is received. Then, it is determined whether the proposed change would cause a deviation from one or more guidelines. When the proposed change causes a deviation from the one or more guidelines, the proposed change is rejected. Otherwise, one or more instructions for executing the proposed change are transmitted.
Claims14
A method of securities trading, the method comprising:
- receiving a plurality of data inputs from a plurality of information sources regarding one or more investment portfolios;
- receiving a proposed change to at least one of the investment portfolios;
- determining whether the proposed change would cause a deviation from one or more guidelines;
- and
- when the proposed change causes a deviation from the one or more guidelines, rejecting the proposed change;
- otherwise, transmitting one or more instructions for executing the proposed change.
A non-transitory computer readable medium containing program instructions executable by a processor, the computer readable medium comprising:
- program instructions that receive a plurality of data inputs from a plurality of information sources regarding one or more investment portfolios;
- program instructions that receive a proposed change to at least one of the investment portfolios;
- program instructions that determine whether the proposed change would cause a deviation from one or more guidelines;
- and
- program instructions that, when the proposed change causes a deviation from the one or more guidelines, reject the proposed change;
- program instructions that, otherwise, transmit one or more instructions for executing the proposed change.
A method of securities trading, the method comprising:
- receiving instructions to execute a trade;
- storing the instructions;
- relaying the instructions for execution;
- receiving an instruction to reverse the trade;
- and
- generating and transmitting one or more additional instructions for execution, thereby reversing the trade.
A non-transitory computer readable medium containing program instructions executable by a processor, the computer readable medium comprising:
- program instructions that receives instructions to execute a trade;
- program instructions that store the instructions;
- program instructions that relay the instructions for execution;
- program instructions that receive an instruction to reverse the trade;
- and
- program instructions that generate and transmit one or more additional instructions for execution, thereby reversing the trade.
Dependencies are inferred from the claim text.