Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2000-06-05
2008-12-09
Havan, Thu Thao (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S03600T
Reexamination Certificate
active
07464052
ABSTRACT:
A method and system for managing investment portfolio risk on a computer system. A plurality of parameters, including an identifier, a market price, a stop-loss price, a commission, a skid, and a number of shares or contracts all associated with an investment instrument, are stored on a computer-readable medium, along with an equity value associated with a user's portfolio. A point risk value is determined for a potential investment. The point risk value is an intermediate value multiplied by the number of shares or contracts, the intermediate value comprising the market price minus the stop-loss price plus the commission plus the skid (for long transactions). A plurality of risk scenarios are displayed showing proposed numbers of shares or contracts associated with the point risk value for a plurality of selected size risk values. Other risk characteristics may also be determined and displayed.
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Havan Thu Thao
Trading Research Design, Inc.
Weingarten Schurgin, Gagnebin & Lebovici LLP
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