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1. 发明授权

US08566223B2 Systems and methods to balance portfolios of securities 有权
公开(公告)号：US08566223B2
公开(公告)日：2013-10-22
申请号：US13464719
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： A system and associated method allows a client to balance the client's security portfolio that includes constituent securities. A client device is provided with a client interface. A host server is coupled to the client device and executes logic resources for balancing the portfolio. A balancing engine allows a client to manipulate the client's security portfolio and keep it in balance at all times. The balancing engine provides that any constituent moved by a client remains at a declared level and remaining constituents are proportionally balanced so that the sum of the weights adds to 100%.

2. 发明申请

US20130198053A1 Systems and methods to create, compare, customize, promote, track, optimize and shop for portfolios of securities in real time 审中-公开
标题翻译：系统和方法来实时创建，比较，定制，推广，跟踪，优化和购买证券投资组合
公开(公告)号：US20130198053A1
公开(公告)日：2013-08-01
申请号：US13464760
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/04
CPC分类号： G06Q40/06
摘要： A system and associated method with a target number of shares for conducting security transactions includes a client device with a client interface configured to receive a client buy, sell, sell short, or buy to cover order. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine and inventory account are included. A targets engine determines the target number of long and shorted shares of a security to be held by the inventory account.
摘要翻译：具有用于进行安全交易的目标股份数量的系统和相关方法包括具有客户端接口的客户端设备，其被配置为接收客户端购买，出售，卖空或购买以覆盖订单。主机服务器耦合到客户端设备，并执行用于为客户端执行事务的逻辑资源。包括定价引擎和库存帐户。目标引擎确定库存账户持有的证券的长期和短期股份的目标数量。

3. 发明申请

US20130198015A1 Systems and methods for hedging of market exposure or harvesting of tax losses 审中-公开
标题翻译：对冲市场风险或收回税款的制度和方法
公开(公告)号：US20130198015A1
公开(公告)日：2013-08-01
申请号：US13464740
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/06 , G06Q40/04 , G06Q30/02
CPC分类号： G06Q40/06
摘要： A system and associated method for conducting security transactions is provided for hedging of market exposure or harvesting of tax losses. A client device with a client interface is configured to receive a client order for hedging of market exposure or harvesting of tax losses. A host server is coupled to the client device which executes logic resources for carrying out transactions for a client. A pricing engine and an inventory account are provided. A trading engine processes the client order of hedging of market exposure or harvesting of tax losses. The trading engine enables the trading of fraction shares and reduces a frequency of orders sent to market by executing principal trades against the inventory account.
摘要翻译：提供用于进行安全交易的系统和相关方法用于对冲市场风险或收回税收损失。具有客户界面的客户端设备被配置为接收用于对冲市场风险或收回税收损失的客户订单。主机服务器耦合到客户端设备，该客户端设备执行用于为客户端执行事务的逻辑资源。提供定价引擎和库存帐户。交易引擎处理客户对冲市场风险或收回税务亏损的订单。交易引擎能够通过对库存账户执行主要交易来进行分数交易，并减少发送到市场的订单频率。

4. 发明授权

US08751359B2 Systems and methods to create, compare, customize, promote, track, optimize and shop for portfolios of securities that includes fraction shares 有权
$Systems and methods to create, compare, customize, promote, track, optimize and shop for portfolios of securities that includes fraction shares$
标题翻译：用于创建，比较，定制，推广，跟踪，优化和购买包含分数股票的证券投资组合的系统和方法
公开(公告)号：US08751359B2
公开(公告)日：2014-06-10
申请号：US13464739
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： A system and method for conducting security transactions provides a system with a client device with a client interface, an inventory account and a trading engine. The trading engine processes a client buy, sell, sell short or buy to cover order. The trading engine enables a trading of fraction shares in real time as well as reduces a frequency of orders sent to market by executing principal trades against the inventory account.
摘要翻译：用于执行安全事务的系统和方法为系统提供具有客户端接口，库存帐户和交易引擎的客户端设备。交易引擎处理客户购买，出售，卖空或买入以支付订单。交易引擎能够实时交易分数股，并通过对库存账户执行主要交易来减少发送到市场的订单频率。

5. 发明申请

US20130198108A1 Systems and methods to create, compare, customize, promote, track, optimize and shop for portfolios of securities using social networks 审中-公开
标题翻译：使用社交网络创建，比较，定制，推广，跟踪，优化和购买证券投资组合的系统和方法
公开(公告)号：US20130198108A1
公开(公告)日：2013-08-01
申请号：US13464753
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/06 , G06Q40/04
CPC分类号： G06Q40/06
摘要： A system and associated method for conducting security transactions includes a client device with a client interface configured to receive a client buy, sell, sell short, or buy to cover order from a client. The client is associated with a social media network and has at least one social network friend. A host server is coupled to the client device and executes logic resources for carrying out transactions for the client. A pricing engine and an inventory account are included. A targets engine determines a target number of long and shorted shares of a security to be held by the inventory account. A social networking engine allows clients to share information for at least one of, portfolios, orders and investment ideas. The social networking engine allows users to execute securities transactions based on the shared information.
摘要翻译：用于执行安全交易的系统和相关联的方法包括具有客户端接口的客户端设备，其被配置为接收客户端从客户端购买，出售，卖空或购买以覆盖订单。客户端与社交媒体网络相关联，并且至少有一个社交网络的朋友。主机服务器耦合到客户端设备，并执行用于为客户端执行事务的逻辑资源。包括定价引擎和库存帐户。目标引擎确定库存账户持有的证券的长期和短期股份的目标数量。社交网络引擎允许客户共享至少一个投资组合，订单和投资理念的信息。社交网络引擎允许用户根据共享信息执行证券交易。

6. 发明授权

US08566224B2 Systems and methods to create, compare, customize, promote, track, optimize and shop for index or theme based portfolios of securities 有权
标题翻译：用于创建，比较，定制，推广，跟踪，优化和购买基于索引或主题的证券投资组合的系统和方法
公开(公告)号：US08566224B2
公开(公告)日：2013-10-22
申请号：US13464757
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： A system and associated method for conducting index or theme based basket security transactions includes a client device with a client interface, and is configured to receive an index or theme based basket client order. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine, an inventory account and a targets engine are included. The trading engine is configured to process the client index or theme based basket order as a single order. The trading engine enables the trading of fraction shares in real time as well as reduces a frequency of orders sent to market by executing principal trades against the inventory account.
摘要翻译：用于进行基于索引或基于主题的篮子安全事务的系统和相关联的方法包括具有客户端界面的客户端设备，并且被配置为接收基于索引或基于主题的篮子客户端顺序。主机服务器耦合到客户端设备，并执行用于为客户端执行事务的逻辑资源。包括定价引擎，库存帐户和目标引擎。交易引擎被配置为以单一顺序处理客户索引或基于主题的购物篮订单。交易引擎能够实时交易分数股，并通过对库存账户执行主要交易来减少发送到市场的订单频率。

7. 发明申请

US20130198106A1 SYSTEMS AND METHODS TO CREATE, COMPARE, CUSTOMIZE, PROMOTE, TRACK, OPTIMIZE AND SHOP FOR PORTFOLIOS OF SECURITIES THAT INCLUDES FRACTION SHARES 有权
标题翻译：创建，比较，定制，促销，跟踪，优化和购买包括股票股票在内的证券组合的系统和方法
公开(公告)号：US20130198106A1
公开(公告)日：2013-08-01
申请号：US13464739
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/04 , G06Q40/06
CPC分类号： G06Q40/06
摘要： A system and method for conducting security transactions provides a system with a client device with a client interface, an inventory account and a trading engine. The trading engine processes a client buy, sell, sell short or buy to cover order. The trading engine enables a trading of fraction shares in real time as well as reduces a frequency of orders sent to market by executing principal trades against the inventory account.
摘要翻译：用于执行安全事务的系统和方法为系统提供具有客户端接口，库存帐户和交易引擎的客户端设备。交易引擎处理客户购买，出售，卖空或买入以支付订单。交易引擎能够实时交易分数股，并通过对库存账户执行主要交易来减少发送到市场的订单频率。

8. 发明授权

US08478675B1 Systems and methods to rebalance portfolios of securities 有权
标题翻译：重新平衡证券投资组合的系统和方法
公开(公告)号：US08478675B1
公开(公告)日：2013-07-02
申请号：US13464748
申请日：2012-05-04
申请人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
发明人： Hardeep Singh Walia , Tariq Ali Hilaly , Tuhin Ghosh , Michael Vileisis Harris
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： A system and associated method if provided for rebalancing a client's portfolio of securities. A client device is provided with a client interface that is configured to receive a client's rebalance order which includes fraction shares. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine and an inventory account are included. A targets engine determines a target number of long and shorted shares of a security to be held by the inventory account. A trading engine that is configured to process a client's rebalance order of a client's portfolio. The client receives a list of current positions, selects a share-weighted portfolio, chooses an alternate weighting, and decides to: (i) add funds, (ii) remove funds or (iii) rebalance the share-weighted portfolio.
摘要翻译：如果提供用于重新平衡客户的证券组合的系统和相关方法。客户端设备被提供有客户端接口，其被配置为接收客户端的重新平衡顺序，其包括分数份额。主机服务器耦合到客户端设备，并执行用于为客户端执行事务的逻辑资源。包括定价引擎和库存帐户。目标引擎确定库存账户持有的证券的长期和短期股份的目标数量。配置为处理客户的投资组合的重新平衡顺序的交易引擎。客户收到当前头寸列表，选择股票加权组合，选择替代权重，并决定：（i）添加资金，（ii）清除资金或（iii）重新平衡股权投资组合。

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