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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

US20130018819A1 SYSTEMS AND METHODS FOR OPTIMIZING AN INVESTMENT PORTFOLIO 审中-公开
标题翻译：优化投资组合的系统和方法
公开(公告)号：US20130018819A1
公开(公告)日：2013-01-17
申请号：US13550458
申请日：2012-07-16
申请人： NICO WILLIS
发明人： NICO WILLIS
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： Systems and methods for determining an optimal allocation of assets in an investment portfolio according to various aspects of the present invention may comprise a graphical user interface, database, asset allocation engine, and a display. The graphical user interface may be configured to receive identifying information about the assets and a financial risk tolerance profile of the asset owner. The database may be configured to store and/or retrieve information associated with the assets. The asset allocation engine may be configured to identify a deficiency between an existing allocation of assets in the portfolio and a target asset allocation model. The display may be configured to present the target asset allocation model and identified deficiencies.
摘要翻译：用于根据本发明的各个方面确定投资组合中的资产的最佳分配的系统和方法可以包括图形用户界面，数据库，资产分配引擎和显示器。图形用户界面可以被配置为接收关于资产的识别信息和资产所有者的财务风险容限简档。数据库可以被配置为存储和/或检索与资产相关联的信息。资产分配引擎可以被配置为识别投资组合中的资产的现有分配与目标资产分配模型之间的不足。显示器可以被配置为呈现目标资产分配模型并识别缺陷。

3. 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。

4. 发明授权

US09563917B2 Computer-implemented method and apparatus for adjusting the cost basis of a security 有权
标题翻译：用于调整安全性成本基础的计算机实现的方法和装置
公开(公告)号：US09563917B2
公开(公告)日：2017-02-07
申请号：US12505418
申请日：2009-07-17
申请人： Nico Willis , Laura Muggli
发明人： Nico Willis , Laura Muggli
IPC分类号： G06Q40/00 , G06Q40/06 , G06Q40/02 , G06Q40/04
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

US20110161247A1 SYSTEMS AND METHODS FOR OPTIMIZING TAX 审中-公开
标题翻译：用于优化税收的系统和方法
公开(公告)号：US20110161247A1
公开(公告)日：2011-06-30
申请号：US12977961
申请日：2010-12-23
申请人： David W. Gannalo
发明人： David W. Gannalo
IPC分类号： G06Q40/00
CPC分类号： G06Q40/10
摘要： Systems and methods for optimizing a tax consequence of an asset according to various aspects of the present invention may comprise a user interface, a database linked to the user interface, and a display. The user interface may be configured to receive information associated with the asset and a desired outcome. The database may be linked to the user interface and configured to store the information associated with the asset. The asset comprises at least one tax lot, and each tax lot was purchased prior to the occurrence of the taxable event. The display may be configured to present which tax lot achieves the desired outcome based upon the sale information associated with the taxable event.
摘要翻译：根据本发明的各个方面优化资产的税务后果的系统和方法可以包括用户界面，链接到用户界面的数据库和显示器。用户界面可以被配置为接收与该资产相关联的信息和期望的结果。数据库可以链接到用户界面并被配置为存储与资产相关联的信息。该资产至少包含一个税收，并且在发生应纳税事件之前购买了每个税金。显示器可以被配置为基于与应税事件相关联的销售信息来呈现哪个税收实现期望的结果。

6. 发明授权

US07606753B2 Computer-implemented method and apparatus for adjusting the cost basis of a security 有权
标题翻译：用于调整安全性成本基础的计算机实现的方法和装置
公开(公告)号：US07606753B2
公开(公告)日：2009-10-20
申请号：US09844198
申请日：2001-04-27
申请人： Nicco Willis , Laura Muggli
发明人： Nicco 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 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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