AU2001227845A1 - Method and apparatus for managing and optimizing stock options - Google Patents

Method and apparatus for managing and optimizing stock options

Info

Publication number
AU2001227845A1
AU2001227845A1 AU2001227845A AU2784501A AU2001227845A1 AU 2001227845 A1 AU2001227845 A1 AU 2001227845A1 AU 2001227845 A AU2001227845 A AU 2001227845A AU 2784501 A AU2784501 A AU 2784501A AU 2001227845 A1 AU2001227845 A1 AU 2001227845A1
Authority
AU
Australia
Prior art keywords
managing
stock options
optimizing
optimizing stock
options
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2001227845A
Inventor
Frederick J Schultz
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
OPTIONWEALTH Inc
Original Assignee
OPTIONWEALTH Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by OPTIONWEALTH Inc filed Critical OPTIONWEALTH Inc
Publication of AU2001227845A1 publication Critical patent/AU2001227845A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G06Q30/0601—Electronic shopping [e-shopping]
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Theoretical Computer Science (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Economics (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2001227845A 2000-01-14 2001-01-16 Method and apparatus for managing and optimizing stock options Abandoned AU2001227845A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US17603200P 2000-01-14 2000-01-14
US60176032 2000-01-14
PCT/US2001/000945 WO2001052169A1 (en) 2000-01-14 2001-01-16 Method and apparatus for managing and optimizing stock options

Publications (1)

Publication Number Publication Date
AU2001227845A1 true AU2001227845A1 (en) 2001-07-24

Family

ID=22642696

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2001227845A Abandoned AU2001227845A1 (en) 2000-01-14 2001-01-16 Method and apparatus for managing and optimizing stock options

Country Status (3)

Country Link
US (1) US20010056391A1 (en)
AU (1) AU2001227845A1 (en)
WO (1) WO2001052169A1 (en)

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US7337141B2 (en) * 2001-04-20 2008-02-26 Ioptions Hedging employee stock options
US20020178105A1 (en) * 2001-04-24 2002-11-28 Joshua Levine Systems and methods to facilitate a display of investment information associated with a plurality of share prices
AU2002344299A1 (en) * 2001-05-29 2002-12-09 Xenobit Corporation Method and system for logging into and providing access to a computer system via a communications network
US20030191703A1 (en) * 2002-02-01 2003-10-09 Ubs Painewebber Inc. Method and system for providing interested party access to aggregated accounts information
WO2003075122A2 (en) * 2002-02-28 2003-09-12 Victor Viner Investment portfolio analysis system
US9805417B2 (en) * 2002-06-19 2017-10-31 Trading Technologies International, Inc. System and method for automated trading
US20040103053A1 (en) * 2002-06-20 2004-05-27 Rudkin Ronald D. System and method for determining the value and optimal exercise of employee stock options
US20040199449A1 (en) * 2002-06-20 2004-10-07 Rudkin Ronald D. System and method for determining the value and optimal exercise of employee stock options
US20040030623A1 (en) * 2002-08-12 2004-02-12 Long Danton S. Momentum bars
AU2003277365A1 (en) * 2002-10-11 2004-05-04 Robert L. Padgette Method and system for selecting between alternatives
US20040128221A1 (en) * 2002-12-09 2004-07-01 Pandher Gurupdesh S. Option valuation method and apparatus
US20040172355A1 (en) * 2003-02-06 2004-09-02 Pandher Gurupdesh S. Option valuation method and apparatus
US7853510B2 (en) * 2003-02-20 2010-12-14 Itg Software Solutions, Inc. Method and system for multiple portfolio optimization
US7337137B2 (en) * 2003-02-20 2008-02-26 Itg, Inc. Investment portfolio optimization system, method and computer program product
US8700515B2 (en) * 2003-06-13 2014-04-15 Dun & Bradstreet, Inc. Security-to-entity crosswalk
US7769666B2 (en) * 2003-06-27 2010-08-03 J.P. Morgan Chase Bank Method and system for transfer of employee stock options
US20050010518A1 (en) * 2003-07-07 2005-01-13 Friedman Allen R. Method and system for transfer of employee stock options
US7693793B2 (en) * 2003-09-30 2010-04-06 Sap Ag Management of intra-day interest calculations for bank accounts
US7499884B2 (en) 2003-09-30 2009-03-03 Sap Ag Interest calculation tool
US7765144B2 (en) * 2003-11-26 2010-07-27 Jp Morgan Chase Bank Method and system for transfer of employee stock options
NZ530377A (en) * 2003-12-24 2006-10-27 John Redmayne System and method for modelling pricing of securities such as expected risk, rate of return and default loss
US20050267839A1 (en) * 2004-06-01 2005-12-01 William Ortner System and method for structuring and providing third-party issued employee compensation
US8232962B2 (en) 2004-06-21 2012-07-31 Trading Technologies International, Inc. System and method for display management based on user attention inputs
US20060031152A1 (en) * 2004-08-03 2006-02-09 Eapen Gill R System and method to calculate the value of a non-tradable option such as an employee stock option, considering characteristics such as term structure in interest rates, volatility and dividends, constraints such as vesting and black-out periods as well as voluntary and involuntary early exercise patterns prescribed as a function of stock price, time or both
US7693770B2 (en) 2004-08-06 2010-04-06 Jp Morgan Chase & Co. Method and system for creating and marketing employee stock option mirror image warrants
US8117102B1 (en) * 2004-09-27 2012-02-14 Trading Technologies International, Inc. System and method for assisted awareness
US8140423B2 (en) 2004-12-10 2012-03-20 Nyfix, Inc. Controlling an order slicer for trading a financial instrument
US20060184446A1 (en) * 2005-02-15 2006-08-17 Whitney Ross Method for indicating the market value of an employee stock option
US20070022038A1 (en) * 2005-07-21 2007-01-25 Jp Morgan Chase & Co. System and method for batch bidding on employee stock options
US20070022035A1 (en) * 2005-07-21 2007-01-25 Seaman David A System and method for continuous sale or transfer of employee stock options
US20070038535A1 (en) * 2005-08-09 2007-02-15 Peak6 Investments, L.P. Retirement income option
US20070067204A1 (en) * 2005-09-13 2007-03-22 Scott Brown Enterprise Economic Modeling
US20070078675A1 (en) * 2005-09-30 2007-04-05 Kaplan Craig A Contributor reputation-based message boards and forums
US20070239597A1 (en) * 2006-04-06 2007-10-11 Nguyen-Khoa Thinh System and method for optimizing mortgage application processing
US20070136181A1 (en) * 2006-10-06 2007-06-14 Paramount Financial Communications, Inc. Method for establishing a value for a non-market security
US20080109336A1 (en) * 2006-11-03 2008-05-08 James Lyndsay Isett Independent sales organization toolbox (ISO) internet software system
US20080133393A1 (en) * 2006-12-01 2008-06-05 Arnold Caroline L Transaction system for employee stock options and other compensation programs
US8662977B1 (en) * 2006-12-26 2014-03-04 Jean-Francois Pascal Nicolas Multiple plays for free games
US8118654B1 (en) * 2006-12-26 2012-02-21 Jean-Francois Pascal Nicolas Financial game with combined assets
US20080177677A1 (en) * 2007-01-19 2008-07-24 Toby Unwin Non profit fund raising methodologies with grant of options
US7877308B1 (en) 2007-04-26 2011-01-25 Klein Decisions, Inc. Method and system for using risk tolerance and life goal preferences and rankings to enhance financial projections
US8335733B1 (en) * 2007-09-10 2012-12-18 Wells Fargo Bank, N.A. Investment vehicle for separating a basket of securities into a debt instrument and an equity component
US8635132B1 (en) * 2008-04-14 2014-01-21 United Services Automobile Associatiion (USAA) Self-service real-time financial advice
US20100138357A1 (en) * 2008-12-03 2010-06-03 Morgan Stanley (A Delaware Corporation) Trading system
TW201025177A (en) * 2008-12-19 2010-07-01 Folion Financial Technology Co Ltd Money investment simulation system based on investment analysis, and combination of time compression and event schedule
US8448204B2 (en) * 2009-12-23 2013-05-21 Cbs Interactive Inc. System and method for aggregating user data and targeting content
US20110231222A1 (en) * 2010-03-19 2011-09-22 Bank Of America Corporation Method and System for Enhanced Transaction Management
CA2778397A1 (en) * 2011-07-22 2013-01-22 Accenture Global Services Limited Business outcome tradeoff simulator
US10467691B2 (en) 2012-12-31 2019-11-05 Trading Technologies International, Inc. User definable prioritization of market information
US10540715B2 (en) * 2013-07-24 2020-01-21 Td Ameritrade Ip Company, Inc. Automated options trading system that generates a flattened trading spread
US20150066726A1 (en) * 2013-08-28 2015-03-05 Adam Gregory Todd Strickland Method and Apparatus for Facilitating Entering Deals and Assets Using Natural Language Processing
US10460387B2 (en) 2013-12-18 2019-10-29 Trading Technologies International, Inc. Dynamic information configuration and display
TWI557671B (en) * 2014-11-11 2016-11-11 三竹資訊股份有限公司 Device, server and method of bidirectional interaction of converging financial information
US20190057449A1 (en) * 2017-08-19 2019-02-21 Wealth Technologies Inc. System and method for financial planning, advice and management
US11004151B2 (en) 2019-09-05 2021-05-11 OptionsGeek, LLC Options tool and user interface
US20210287287A1 (en) * 2020-03-10 2021-09-16 Td Ameritrade Ip Company, Inc. Systems and Methods for Generating Ordered Operation Sets According to Time-Series Data Projections
JP7348657B2 (en) * 2020-09-29 2023-09-21 コタエル・ホールディングス株式会社 Information processing device, control method and program for information processing device

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US6709330B1 (en) * 1999-08-20 2004-03-23 Ameritrade Holding Corporation Stock simulation engine for an options trading game

Also Published As

Publication number Publication date
US20010056391A1 (en) 2001-12-27
WO2001052169A1 (en) 2001-07-19

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