Securities aid

• US 20070162365A1
• Filed: 07/27/2005
• Published: 07/12/2007
• Est. Priority Date: 07/27/2005
• Status: Abandoned Application

• Current Assignee: Earl Weinreb
• Original Assignee: Earl Weinreb
• Inventors: Weinreb, Earl
• Application Number:
  US11/190,588
• Publication Number:
  US 20070162365A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A computer-implemented method and system for a systematic trading of financial securities consistent with investment strategies which in turn inherently dictates the time to sell such securities. A method utilizing a computer system for inputting investment portfolio parameters pertaining to a security of interest and interactively utilizing the computer to output investment and performance information, providing the user with general securities trading informational popups and a screening of financial information for securities to be tailored to particular strategies.

Claims

1. A method for portfolio management comprising:

a. Utilizing an enforced predetermined strategy on the onset of the selection of at least one security;

b. Formulating an intrinsic selling character based on said buy strategy; and

c. Consistently updating a user on said strategy in relation to performance of said security, without user influence.

2. A method for portfolio management comprising:

a. Utilizing an enforced predetermined strategy on the onset of the selection of at least one security;

b. Formulating an intrinsic selling character based on said buy strategy;

c. Consistently updating a user on said strategy in relation to performance of said security, without user influence; and

d. Ultimately, notifying the user on the suggested time to sell.

3. A method for portfolio management comprising:

a. Utilizing an enforced predetermined strategy on the onset of the selection of at least one security;

b. Formulating an intrinsic selling character based on said buy strategy;

c. Consistently updating a user on said strategy in relation to performance of said security, without user influence

d. Screening out as well as highlighting financial information in relation to a particular strategy to inform the user of market or corporate activities; and

e. Ultimately, notifying the user on the suggested time to sell.

5. A method as in claim 3, in which purchasing a security with a corporation based strategy wherein market fluctuations and movements are ignored, such that the sole activators are activities of the corporation in question.

6. A method as in claim 3, in which purchasing a security with a market strategy wherein market fluctuations and movements the sole activators.

7. A method as in claim 3, in which notifying the user on the sensitivity of user debt securities holdings.

8. A method as in claim 3, in which screening out financial information is based on predetermined word searches to eliminate and retain the desired information.

10. A method as in claim 3, in which mass concerted action of a securities transaction based on a widely announced, specific recommendation is almost impossible, by allowing users to purchase particular securities with a plurality of strategies to choose from, and in turn dictating a more disciplined user selling point.

11. A method as in claim 3, in which selecting the particular security in relation to market timing is secondary to the user'"'"'s selection of strategy.

12. A method as in claim 3, in which transacting securities is in the context of a gaming competition.

13. A method as in claim 3, in which selling such securities is augmented by a floor or ceiling price strategy.

14. A method as in claim 3, in which general investment information is provided to further educate the user strategic areas of content.

15. A method as in claim 14, in which such investment information is provided strategic areas of content through popups.

16. A method as in claim 3, in which the step of notifying and updating the user are facilitated through at least one methodology:

conventional internet Email, wireless Email, satellite radio, television, cellular technology, Really Simple Syndication, internet and video blogs, satellite transmissions, streaming data, cable transmissions, audio terminals, video terminals, portable handhelds, pagers, text messaging, internet popups, electrical devices capable of receiving data, electrical devices capable of transmitting and receiving data, and other forms of instantaneous or semi-instantaneous forms of communication.

17. A method as in claim 5, in which the predetermined strategy is based on corporate management and company characteristic.

18. A method as in claim 5, in which the predetermined strategy is based on corporate business focus on core business

19. A method as in claim 5, in which the predetermined strategy is based on corporate accounting principles

20. A method as in claim 5, in which the predetermined strategy is based on corporate marketing abilities.

21. A method as in claim 5, in which the predetermined strategy is based on corporate investigation of accounting principles

22. A method as in claim 5, in which the predetermined strategy is based on buying cheap corporate assets

23. A method as in claim 5, in which the predetermined strategy is based on seeking corporate earnings growth.

24. A method as in claim 5, in which the predetermined strategy is based on special corporate guidelines.

25. A method as in claim 6, in which the predetermined strategy is based on a securities acquisition and merger trading opportunities.

26. A method as in claim 6, in which the predetermined strategy is based on analysts'"'"' projections and their effects on the markets.

27. A method as in claim 6, in which the predetermined strategy is based on trading of corporate bonds.

28. A method as in claim 6, in which the predetermined strategy is based on trading government and municipal bonds.

29. A method as in claim 6, in which the predetermined strategy is based on coattailing with insiders and smart money.

30. A method as in claim 6, in which the predetermined strategy is based on trading the feel and quality of the market.

31. A method as in claim 6, in which the predetermined strategy is based on trading commodities.

32. A method as in claim 6, in which the predetermined strategy is based on trading corporate and corporate derivatives.

33. A method as in claim 6, in which the predetermined strategy is based on seasonal trading factors.

34. A method as in claim 6, in which the predetermined strategy is based on news reports about corporations

35. A method as in claim 6, in which the predetermined strategy is based on options trading.

36. A method as in claim 6, in which the predetermined strategy is based on price multiples and returns.

37. A method as in claim 6, in which the predetermined strategy is based on earnings and dividend yield.

38. A method as in claim 6, in which the predetermined strategy is based on short-selling commodities.

39. A method as in claim 6, in which the predetermined strategy is based on market highs and lows with a focus on momentum.

40. A method as in claim 6, in which the predetermined strategy is based on security and market types.

41. A method as in claim 6, in which the predetermined strategy is based on security bank loan activity and direction.

42. A method as in claim 6, in which the predetermined strategy is based on market price comparisons

43. A method as in claim 6, in which the predetermined strategy is based on industry operation changes

44. A method as in claim 6, in which the predetermined strategy is based on general economic signs

45. A method as in claim 6, in which the predetermined strategy is based on bond and interest rate direction

46. A method as in claim 6, in which the predetermined strategy is based on yields and returns

47. A method as in claim 6, in which the predetermined strategy is based on buying and selling patterns

48. A method as in claim 6, in which the predetermined strategy is based on market indicators.

49. A method as in claim 6, in which the predetermined strategy is based on market price comparisons

50. A gaming apparatus as in claim 12 wherein a predefined set of house rules are imposed upon the users.

4. A method for portfolio management comprising:

a. Utilizing an enforced predetermined strategy on the onset of the selection of at least one security;

b. Formulating an intrinsic selling character based on said buy strategy;

c. Consistently updating a user on said strategy in relation to performance of said security, without user influence; and

d. Screening out as well as highlighting financial information in relation to a particular strategy to inform the user of market or corporate activities.

e. Advising user transactions with financial assisted techniques; and

f. Ultimately, notifying the user on the suggested time to sell.

9. A gaming apparatus to facilitate the portfolio management comprising:

a. At least one networked access terminal allowing the user to chose a investment strategy structured around the principle that the sell criterion is based on said buy strategy;

b. At least one display screen connected to the access terminal to update the user on the performance of said portfolio along with select financial information relating to said portfolio screen based upon said user selected strategy, with notifications to the user at the time of suggested sell; and

c. At least one input device connected to the access terminal.