Goal-directed financial asset management system
Patent 5126936 Issued on June 30, 1992. Estimated Expiration Date: 
September 1, 2009. Estimated Expiration Date is calculated based on simple USPTO term provisions. It does not account for terminal disclaimers, term adjustments, failure to pay maintenance fees, or other factors which might affect the term of a patent.
September 1, 2009. Estimated Expiration Date is calculated based on simple USPTO term provisions. It does not account for terminal disclaimers, term adjustments, failure to pay maintenance fees, or other factors which might affect the term of a patent.Patent References 3697693 Securities brokerage-cash management system obviating float costs by anticipatory liquidation of short term assets Automated futures trading exchange System for the operation of a financial account Patent #: 4953085 InventorsAssigneeApplicationNo. 402498 filed on 09/01/1989US Classes:705/36R, Portfolio selection, planning or analysis705/37, Trading, matching, or bidding705/38Credit (risk) processing or loan processing (e.g., mortgage)ExaminersPrimary: Smith, JerryAssistant: Lo, Allen M. Attorney, Agent or FirmInternational ClassG06F 015/30AbstractA data processing apparatus and method controls and implements a goal-directed financial assets management system. The operative system receives investor deposits at selected levels of correspondence to established capital markets. A proportionality factor, or "market multiple" MM, is established as a measure of correspondence between the account and each market or asset of interest. The operative system periodically enters new account data and adjusts the individual accounts in response thereto. The system determines a net position change which is translated into aggregate purchase/sale orders of various market index futures contracts or other capital instruments. The system automatically adjusts the risk exposure in any asset category to prevent its reaching an excessive level. As a result, an account can never lose more than the amount deposited. The data processing system provides efficient operation and low transaction fees to the participating investors.Other References
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