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1. 发明授权

US08768814B2 Computer-implemented method and apparatus for adjusting the cost basis of a security 有权
公开(公告)号：US08768814B2
公开(公告)日：2014-07-01
申请号：US13972091
申请日：2013-08-21
申请人： Networth Services, Inc.
发明人： Nico Willis , Laura Muggli
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02 , G06Q40/04 , G06Q40/10 , G06Q40/123
摘要： A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and the sale date, a list of capital events that occurred in connection with the security between the purchase date and the sale date is retrieved from a database. One or more shares held adjustment ratios are then retrieved from a database. Each of the shares held adjustment ratios corresponds to one of the capital events that occurred in connection with the security between the purchase date and the sale date. A current cost basis associated with the security may then be determined in accordance with the one or more cost adjustment ratios and the purchase price per share of the security.

2. 发明申请

US20170148099A1 COMPUTER-IMPLEMENTED METHOD AND APPARATUS FOR ADJUSTING THE COST BASIS OF A SECURITY 审中-公开
公开(公告)号：US20170148099A1
公开(公告)日：2017-05-25
申请号：US15425947
申请日：2017-02-06
申请人： Networth Services, Inc.
发明人： Nico Willis , Laura Muggli
IPC分类号： G06Q40/06 , G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02 , G06Q40/04 , G06Q40/10 , G06Q40/123
摘要： A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and the sale date, a list of capital events that occurred in connection with the security between the purchase date and the sale date is retrieved from a database. One or more shares held adjustment ratios are then retrieved from a database. Each of the shares held adjustment ratios corresponds to one of the capital events that occurred in connection with the security between the purchase date and the sale date. A current cost basis associated with the security may then be determined in accordance with the one or more cost adjustment ratios and the purchase price per share of the security.

3. 发明申请

US20130339274A1 Computer-Implemented Method and Apparatus for Adjusting the Cost Basis of a Security 失效
标题翻译：用于调整安全成本基础的计算机实施方法和装置
公开(公告)号：US20130339274A1
公开(公告)日：2013-12-19
申请号：US13972138
申请日：2013-08-21
申请人： NETWORTH SERVICES, INC.
发明人： Nico Willis , Laura Muggli
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02 , G06Q40/04 , G06Q40/10 , G06Q40/123
摘要： A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and the sale date, a list of capital events that occurred in connection with the security between the purchase date and the sale date is retrieved from a database. One or more shares held adjustment ratios are then retrieved from a database. Each of the shares held adjustment ratios corresponds to one of the capital events that occurred in connection with the security between the purchase date and the sale date. A current cost basis associated with the security may then be determined in accordance with the one or more cost adjustment ratios and the purchase price per share of the security.
摘要翻译：一种用于确定与安全性的多个份额相关联的成本基础的计算机实现的方法和装置。响应于识别发行人，购买日期和销售日期的信息，从数据库中检索与购买日期和销售日期之间的安全性相关的资本事件列表。然后从数据库检索一个或多个持有的股份调整比例。每个持有的股份调整比率对应于与购买日期和销售日期之间的担保相关的资本事件之一。然后可以根据一个或多个成本调整比率和每一份安全性的购买价格来确定与该担保相关联的当前成本基础。

4. 发明授权

US08781938B2 Computer-implemented method and apparatus for adjusting the cost basis of a security 失效
标题翻译：用于调整安全性成本基础的计算机实现的方法和装置
公开(公告)号：US08781938B2
公开(公告)日：2014-07-15
申请号：US13972138
申请日：2013-08-21
申请人： Networth Services, Inc.
发明人： Nico Willis , Laura Muggli
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02 , G06Q40/04 , G06Q40/10 , G06Q40/123
摘要： A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and the sale date, a list of capital events that occurred in connection with the security between the purchase date and the sale date is retrieved from a database. One or more shares held adjustment ratios are then retrieved from a database. Each of the shares held adjustment ratios corresponds to one of the capital events that occurred in connection with the security between the purchase date and the sale date. A current cost basis associated with the security may then be determined in accordance with the one or more cost adjustment ratios and the purchase price per share of the security.
摘要翻译：一种用于确定与安全性的多个份额相关联的成本基础的计算机实现的方法和装置。响应于识别发行人，购买日期和销售日期的信息，从数据库中检索与购买日期和销售日期之间的安全性相关的资本事件列表。然后从数据库检索一个或多个持有的股份调整比例。每个持有的股份调整比率对应于与购买日期和销售日期之间的担保相关的资本事件之一。然后可以根据一个或多个成本调整比率和每一份安全性的购买价格来确定与该担保相关联的当前成本基础。

5. 发明申请

US20140012783A1 Computer-Implemented Method and Apparatus for Adjusting the Cost Basis of a Security 有权
标题翻译：用于调整安全成本基础的计算机实施方法和装置
公开(公告)号：US20140012783A1
公开(公告)日：2014-01-09
申请号：US13972091
申请日：2013-08-21
申请人： NETWORTH SERVICES, INC.
发明人： Nico Willis , Laura Muggli
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/02 , G06Q40/04 , G06Q40/10 , G06Q40/123
摘要： A computer-implemented method and apparatus for determining a cost basis associated with a plurality of shares of a security. In response to information identifying an issuer, the purchase date and the sale date, a list of capital events that occurred in connection with the security between the purchase date and the sale date is retrieved from a database. One or more shares held adjustment ratios are then retrieved from a database. Each of the shares held adjustment ratios corresponds to one of the capital events that occurred in connection with the security between the purchase date and the sale date. A current cost basis associated with the security may then be determined in accordance with the one or more cost adjustment ratios and the purchase price per share of the security.
摘要翻译：一种用于确定与安全性的多个份额相关联的成本基础的计算机实现的方法和装置。响应于识别发行人，购买日期和销售日期的信息，从数据库中检索与购买日期和销售日期之间的安全性相关的资本事件列表。然后从数据库检索一个或多个持有的股份调整比例。每个持有的股份调整比率对应于与购买日期和销售日期之间的担保相关的资本事件之一。然后可以根据一个或多个成本调整比率和每一份安全性的购买价格来确定与该担保相关联的当前成本基础。

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