Stop-loss system enabling a plurality of investment...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

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C705S037000

Reexamination Certificate

active

07739172

ABSTRACT:
The present invention discloses the use of an improved stop-loss and trailing stop-loss order system. Existing systems only allow one stop-loss or trailing stop-loss value to be used resulting in the complete liquidation of the investment once the value is breached. The improved system of the present invention involves the use of two or more different protection levels per security, some of which may adjust based on the current share price of an investment and some which remain static. Thus, the stop-loss and trailing stop-loss system of the present invention allows for an investment to be liquidated over time in an incremental fashion as opposed to complete liquidation of an investment at one time. The improved stop-loss and trailing stop-loss order system is completely adjustable based on the risk tolerance of the client and is based on an amount instead of a percentage. In a preferred embodiment is used in conjunction with an electronic portfolio management system.

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patent: 7155510 (2006-12-01), Kaplan
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Anonymous; “The impact of institutional investors on OECD financial markets”; Financial Market Trends (France), n68; Nov. 1997; pp. 1-30.
Fortune, Peter; New England Economic Review; “Margin Requirements, Margin Loans, and Margin Rates: Practice and Principles. (Statistical Data Included)”; Sep.-Oct. 2001; pp. 1-32.
Garber, Peter M. and Spencer, Michael G.; International Monetary Fund Staff Papers, V42, n3; “Foreign exchange hedging and the interest rate defense”; Sep. 1995; pp. 1-18.

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