Trading and investment calculator

• US 8,073,761 B2
• Filed: 08/12/2003
• Issued: 12/06/2011
• Est. Priority Date: 08/12/2002
• Status: Expired due to Fees

• Current Assignee: John Eric Bjornson, Kristin Heather Bjornson
• Original Assignee: John Eric Bjornson, Kristin Heather Bjornson
• Inventors: Bjornson, John Eric, Bjornson, Kristin Heather
• Primary Examiner(s): Monfeldt, Sarah
• Application Number:
  US10/640,827
• Publication Number:
  US 20040103127A1
• Time in Patent Office: 3,038 Days
• Field of Search: 705 35- 45
• US Class Current: 705/37
• CPC Class Codes: G06F 15/025 adapted to a specific application
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Abstract

The specification discloses a handheld computing device or portable electronic calculator that comprises a software application adapted to provide instructions to perform math operations to calculate trading and investment variables and display these variables resulting from the math operation(s) on the display screen simultaneously along with descriptive acronyms. The software application may be further adapted to provide instructions that allows a user to input trading and investment variables including trading price/or trading premium and then incrementing trading price/or premium by decimal or fraction with up and down arrow key(s) or “speed key(s)” on the input device concurrently while viewing the trading price/or premium and calculated order size/or number of contract(s) changes on the display screen. The handheld computing device or portable electronic calculator determines variables that are used during active trading and investment (e.g.'"'"'s calculate gain/loss (dollars & percent), gross/net profit (dollars & percent), return rate, yield, cash flow, income, costs/fees, dividends, dividend reinvested income, reinvestment percent, average quarterly dividends, taxes, before/after taxes, before/after costs and fees, share volume, term, margin, short & long-term capital gains/losses, cost per share, basis per share, adjusted basis, total basis, buy & sell price, cash amounts, breakeven price, total cost, order sizes by price, number of contracts by premium, leverage ratios, liquidity ratio, operations ratios, profitability ratios.)

Claims

1. An electronic hand held calculator comprising:

an input means,

a processor, said processor configured to execute equations EQU1 through EQU11;

EQU15;

EQU23 through EQU 29;

EQU33 through 38;

EQU51 through EQU84, and

a display to provide answers to trading and investment calculations.