METHOD AND SYSTEM FOR ENABLING SMALLER INVESTORS TO MANAGE RISK IN A SELF-MANAGED PORTFOLIO OF ASSETS/LIABILITIES
Patent №
US 6,360,210
Granted
2002-03-19
Filed 1999
Owner
FOLIO TRADE LLC
+1 more
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
09249022
A computer-based system is disclosed for reducing risk, including market risk, for a given portfolio, by examining the expected risk, pricing it, and transferring some or all of it in exchange for consideration, which can be either cash, other property or part of the opportunity cost forgone in connection with or an assignment of part of the portfolio.
AI classification
Planning0.94
Evolutionary computation0.40
Knowledge representation0.01
Natural language0.00
Machine learning0.00
Speech0.00
AI hardware0.00
Vision0.00
Ownership
FOLIO TRADE LLC
assignment · 97960913
FOLIOFN, INC.
namechg · 114980748
Assignors
WALLMAN, STEVEN M.H.
On an employer assignment, the assignors are typically the inventors.
From the same owner
METHOD AND APPARATUS FOR ENABLING SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASISUS 6,996,539 · 2006METHOD AND APPARATUS FOR ENABLING SMALL INVESTORS WITH A PORTFOLIO OF SECURITIES TO MANAGE TAXABLE EVENTS WITHIN THE PORTFOLIOUS 6,161,098 · 2000