Investment management tool

• US 20030093348A1
• Filed: 11/12/2002
• Published: 05/15/2003
• Est. Priority Date: 11/13/2001
• Status: Active Grant

• Current Assignee: Gregory M. Finn
• Original Assignee: Gregory M. Finn
• Inventors: Finn, Gregory M.
• Granted Patent: US 7,512,555 B2
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

The following describes an investment management tool based on dynamically linked and re-configurable portfolio building blocks. These building blocks are graphical structural elements of an investment portfolio that represent either individual investments or the hierarchical groupings of individual investments in a multi-tiered investment structure. The portfolio building blocks provide access to a variety of identity/position specific investment tools and they can be individually programmed and dynamically linked to form a highly flexible, hierarchical portfolio management system. The portfolio building blocks when created, structured and linked into an operational portfolio provide an easily manipulated portfolio investment and information management toolkit that dramatically clarifies and simplifies the process with which individual investors can create and manage a portfolio of equities in an investment account.

Claims

1. At least one investor;

at least one individual investment opportunity;

an investment management tool, the investment management tool offers a plurality of investment related functions enabling the at least one investor to visually develop and manage at least one portfolio of investments comprised of the at least one investment opportunity through a graphical user interface;

wherein the graphical user interface utilizes visual portfolio building blocks that are;

individually representative of a constituent underlying investment opportunity;

individually addressable by the investor to access associated investment management functionality pertaining to the constituent underlying investment opportunity; and

individually customizable by the investor.

2. The investment management tool of claim 1, wherein the investment tool, supports the development and management of at least one multi-tiered portfolio, whereby the constituent underlying investment opportunity for a graphical portfolio building block in a multi-tiered portfolio structure consists of one individual investment opportunity or the direct sub-tier components in the hierarchical structure.