Asset management advice system and recording medium...

Data processing: financial – business practice – management – or co – Business processing using cryptography

Reexamination Certificate

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Details

C705S035000, C705S03600T, C705S03600T, C705S037000, C705S056000, C705S057000, C705S059000, C705S051000, C705S052000, C705S053000, C705S054000, C705S055000, C705S058000

Reexamination Certificate

active

09630834

ABSTRACT:
The present invention provides a net trade advice system in which not only data such as stock prices is presented, but also asset management advice can be obtained as if a user is served by a professional adviser at the window, and transactions can be made.The present invention provides an asset management advice system that comprises a database storing purchase and sale signals relating to assets to be traded, which signals are calculated based on data such as stock prices, foreign exchange market prices and commodities-futures prices, the amount of remains (such as the amount of issuance of securities and the amount of existence of commodities), and the volume of business (such as trading volume and purchase and sale prices) of assets to be traded. A processing means that produces a suitable investment scenario when a user's property information (constraints such as user's preference with respect to asset management and capitals) is inputted from a user terminal, and refers to the purchase and sale signals to send management advice data based on the investment scenario to the user terminal, and performs an asset transaction in accordance with a response to the management advice data from the terminal.

REFERENCES:
patent: 5101353 (1992-03-01), Lupien et al.
patent: 5852811 (1998-12-01), Atkins
patent: 5950176 (1999-09-01), Keiser et al.
patent: 6018722 (2000-01-01), Ray et al.
patent: 6021397 (2000-02-01), Jones et al.
patent: 6430542 (2002-08-01), Moran
patent: 6505174 (2003-01-01), Keiser et al.
patent: 2363081 (2001-12-01), None
patent: WO 00/54191 (2000-09-01), None
patent: WO 01/14994 (2001-03-01), None
Online Trading Takes Off (US Banker, v 107, n 5, p. 81+, May 1997).
The (virtual) trade (Lim, Paul J.; Money v1n1 (money.com Supplement) pp. 26-29+, Summer 1998).

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