JP4950271B2 - 個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置 - Google Patents

個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置 Download PDF

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JP4950271B2
JP4950271B2 JP2009276905A JP2009276905A JP4950271B2 JP 4950271 B2 JP4950271 B2 JP 4950271B2 JP 2009276905 A JP2009276905 A JP 2009276905A JP 2009276905 A JP2009276905 A JP 2009276905A JP 4950271 B2 JP4950271 B2 JP 4950271B2
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assets
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JP2010061688A5 (enExample
JP2010061688A (ja
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エム．エイチ． ウォールマン，スティーブン
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フォリオエフエヌ，インコーポレイティド
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    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; 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 OR CALCULATING; 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
    • G06Q40/10—Tax strategies

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  • General Physics & Mathematics (AREA)
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  • 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)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
JP2009276905A 1998-03-11 2009-12-04 個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置 Expired - Fee Related JP4950271B2 (ja)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US09/038,158 US6996539B1 (en) 1998-03-11 1998-03-11 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 basis
US09/139,020 1998-08-24
US09/038,158 1998-08-24
US09/139,020 US6601044B1 (en) 1998-03-11 1998-08-24 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis

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JP2000535978A Division JP2002507015A (ja) 1998-03-11 1999-03-05 個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置

Related Child Applications (1)

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JP2012008131A Division JP5291209B2 (ja) 1998-03-11 2012-01-18 個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置

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JP2010061688A JP2010061688A (ja) 2010-03-18
JP2010061688A5 JP2010061688A5 (enExample) 2010-11-18
JP4950271B2 true JP4950271B2 (ja) 2012-06-13

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JP2009276905A Expired - Fee Related JP4950271B2 (ja) 1998-03-11 2009-12-04 個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置
JP2012008131A Expired - Fee Related JP5291209B2 (ja) 1998-03-11 2012-01-18 個人又は小規模の投資家などに証券又は他の資産又は負債のポートフォリオを費用効率的に構築および管理することを可能にする方法および装置

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US (3) US6996539B1 (enExample)
JP (2) JP4950271B2 (enExample)
KR (1) KR20000068156A (enExample)
CO (1) CO4830485A1 (enExample)
PE (1) PE20000592A1 (enExample)
ZA (1) ZA991954B (enExample)

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