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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

US20140188763A1 SYSTEMS AND METHODS FOR ADJUSTING COST BASIS AND CALCULATING MARKET VALUES AND INVESTMENT PERFOMANCE IN AN INVESTMENT PORTFOLIO 审中-公开
标题翻译：调整成本基础和计算市场价值和投资组合投资组合的投资组合的系统和方法
公开(公告)号：US20140188763A1
公开(公告)日：2014-07-03
申请号：US14160298
申请日：2014-01-21
申请人： NetWorth Services, Inc.
发明人： Nico Willis
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： A financial advisory system for evaluating a plurality assets for an asset owner, comprising a user interface, a database, a performance engine, and a display. The user interface is configured to receive identifying information about the plurality of assets via an application program interface. The database is communicatively linked to the application program interface and configured to store the identifying information, retrieve asset data from a repository database, the asset data comprising historical information about the plurality of assets; and retrieve information about market trends from an authoritative source. The performance engine is communicatively linked to the database and configured to calculate an investment performance of the plurality of assets and generate an alert in response to a sale of at least one of the plurality of assets. The display is configured to present a report of the activity of the plurality of assets.
摘要翻译：一种用于评估资产所有者的多个资产的财务顾问系统，包括用户界面，数据库，表演引擎和显示器。用户界面被配置为经由应用程序接口接收关于多个资产的识别信息。数据库通信地链接到应用程序接口并被配置为存储识别信息，从存储库数据库检索资产数据，资产数据包括关于多个资产的历史信息; 并从权威来源检索关于市场趋势的信息。所述性能引擎与所述数据库通信地链接，并被配置为计算所述多个资产的投资表现，并且响应于所述多个资产中的至少一个资产的销售而产生警报。显示器被配置为呈现多个资产的活动的报告。

4. 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。

5. 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。

6. 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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