Securities valuation system
First Claim
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1. A stored program data processing system including a digital computer having a memory and logic means for storing and retrieving and displaying information about investment securities, the combination including:
- (a) a plurality of input/output terminals operatively connected to said system;
(b) a memory providing a plurality of data storage areas for data;
(c) a first data storage area for system data comprising records of data hereinafter termed priced securities;
(d) a second data storage area comprising records of data hereinafter termed a user file;
(e) each user file including an area reserved for the date of the data, the identity of the security, and the amount of the security holding;
(f) key means to access and edit each of said priced security records;
(g) means to access and edit each of said user file records;
(h) a second key means to access each of said priced security records;
(i) a plurality of conversion means for translation of a signal of one key means into a signal for another key means;
(j) a first conversion means for translating a key representing a prior memory address of a priced security to a current memory address;
(k) a second conversion means for translating an alphameric key representing a prior security identification into a current alphameric key representative of said security;
(l) a third conversion means for converting the data in the amount field in a user file based on its date of entry to data corresponding to the current amount of said holding;
(m) means to retrieve a selected user file;
(n) means to retrieve corresponding data from said priced securities files;
(o) means to compute and display the current value of said selected portfolio of securities.
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Abstract
This discloses a system operating on a general purpose digital computer which produces securities portfolio valuation schedules for multiple simultaneous users. The computer maintains securities information in system-wide files which are updated, both electronically and manually, on a daily basis. The system permits each user to store information about his portfolios, as well as information about supplemental securities not contained in the system-wide files.
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1 Claim
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1. A stored program data processing system including a digital computer having a memory and logic means for storing and retrieving and displaying information about investment securities, the combination including:
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(a) a plurality of input/output terminals operatively connected to said system; (b) a memory providing a plurality of data storage areas for data; (c) a first data storage area for system data comprising records of data hereinafter termed priced securities; (d) a second data storage area comprising records of data hereinafter termed a user file; (e) each user file including an area reserved for the date of the data, the identity of the security, and the amount of the security holding; (f) key means to access and edit each of said priced security records; (g) means to access and edit each of said user file records; (h) a second key means to access each of said priced security records; (i) a plurality of conversion means for translation of a signal of one key means into a signal for another key means; (j) a first conversion means for translating a key representing a prior memory address of a priced security to a current memory address; (k) a second conversion means for translating an alphameric key representing a prior security identification into a current alphameric key representative of said security; (l) a third conversion means for converting the data in the amount field in a user file based on its date of entry to data corresponding to the current amount of said holding; (m) means to retrieve a selected user file; (n) means to retrieve corresponding data from said priced securities files; (o) means to compute and display the current value of said selected portfolio of securities.
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Specification