WO2001013196A3 - Server system and method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios - Google Patents

Server system and method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios Download PDF

Info

Publication number
WO2001013196A3
WO2001013196A3 PCT/DE2000/002788 DE0002788W WO0113196A3 WO 2001013196 A3 WO2001013196 A3 WO 2001013196A3 DE 0002788 W DE0002788 W DE 0002788W WO 0113196 A3 WO0113196 A3 WO 0113196A3
Authority
WO
WIPO (PCT)
Prior art keywords
server system
data relating
portfolio
monitoring
current value
Prior art date
Application number
PCT/DE2000/002788
Other languages
German (de)
French (fr)
Other versions
WO2001013196A2 (en
Inventor
Uli Hess
Ralf Eikenroth
Werner Weinreich
Original Assignee
Hankel Klaus Peter
Uli Hess
Ralf Eikenroth
Werner Weinreich
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Hankel Klaus Peter, Uli Hess, Ralf Eikenroth, Werner Weinreich filed Critical Hankel Klaus Peter
Priority to AU76417/00A priority Critical patent/AU7641700A/en
Publication of WO2001013196A2 publication Critical patent/WO2001013196A2/en
Publication of WO2001013196A3 publication Critical patent/WO2001013196A3/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis

Abstract

The invention relates to a server system and a method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios of products whose market values change over time, such as especially, stocks and shares, future contracts, derivatives and other products traded on stock exchanges and futures exchanges; between a client system comprising at least one signal generating unit and a loudspeaker, and a server system comprising at least one data processing unit, a memory and means of producing announcements that are output on a loudspeaker. Said server system can directly or indirectly consult market value tables which are continually or intermediately updated. The portfolio data and an identification code identifying the portfolio or the user are stored in the memory of the server system. The invention enables a client to receive data relating to the value of any portfolio created by himself with a single request. This request can be made at the clients leisure, for example by telephone. It is therefore no longer necessary to dial into a bank or broker house computer via the Internet.
PCT/DE2000/002788 1999-08-17 2000-08-16 Server system and method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios WO2001013196A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU76417/00A AU7641700A (en) 1999-08-17 2000-08-17 Server system and method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
DE1999138576 DE19938576A1 (en) 1999-08-17 1999-08-17 Automatically determining, monitoring and transferring current value data relating to portfolio of products e.g. in stock market
DE19938576.9 1999-08-17

Publications (2)

Publication Number Publication Date
WO2001013196A2 WO2001013196A2 (en) 2001-02-22
WO2001013196A3 true WO2001013196A3 (en) 2001-06-14

Family

ID=7918400

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/DE2000/002788 WO2001013196A2 (en) 1999-08-17 2000-08-16 Server system and method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios

Country Status (3)

Country Link
AU (1) AU7641700A (en)
DE (1) DE19938576A1 (en)
WO (1) WO2001013196A2 (en)

Families Citing this family (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU2000263270A1 (en) 2000-04-13 2001-10-30 Worldlink Information Technology Systems Limited Apparatus and a method for supplying information
AU2002237677A1 (en) * 2000-12-07 2002-06-18 Intel Corporation Improved caller identification
KR20030026118A (en) * 2001-09-24 2003-03-31 남진우 Service System for indicating signal of purchasing and selling stock
TWI238336B (en) * 2003-01-10 2005-08-21 Taiwan Semiconductor Mfg System, method, and user interface providing customized document portfolio management
DE10313693A1 (en) * 2003-03-27 2004-10-21 Sap Ag Procedure for the automatic value adjustment of objects relevant to the balance sheet
CN108681543A (en) * 2018-02-13 2018-10-19 贵州财经大学 One kind is based on electronic information automation remote control production system and method
CN112927086A (en) * 2019-12-05 2021-06-08 致茂电子(苏州)有限公司 Transaction risk control and management system and transaction risk control and management method

Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4942616A (en) * 1985-09-09 1990-07-17 Thomas Linstroth Interactive synthesized speech quotation system for brokers
WO1996038970A2 (en) * 1995-06-02 1996-12-05 Constin Design Gmbh Portable computer and telecommunications equipment
WO1999000758A1 (en) * 1997-06-26 1999-01-07 Charles Schwab & Co., Inc. System and method for automatically providing financial services to a user using speech signals
WO1999001983A1 (en) * 1997-06-30 1999-01-14 Audio Track System for monitoring a stock market financial parameters and device therefor

Patent Citations (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US4942616A (en) * 1985-09-09 1990-07-17 Thomas Linstroth Interactive synthesized speech quotation system for brokers
WO1996038970A2 (en) * 1995-06-02 1996-12-05 Constin Design Gmbh Portable computer and telecommunications equipment
WO1999000758A1 (en) * 1997-06-26 1999-01-07 Charles Schwab & Co., Inc. System and method for automatically providing financial services to a user using speech signals
WO1999001983A1 (en) * 1997-06-30 1999-01-14 Audio Track System for monitoring a stock market financial parameters and device therefor

Also Published As

Publication number Publication date
AU7641700A (en) 2001-03-13
WO2001013196A2 (en) 2001-02-22
DE19938576A1 (en) 2000-03-16

Similar Documents

Publication Publication Date Title
US7277864B2 (en) Sustainability ratings and benchmarking for legal entities
US8401958B2 (en) Systems and methods for facilitating electronic securities transactions
Li et al. Lattice models for pricing American interest rate claims
US8521627B2 (en) Systems and methods for facilitating electronic securities transactions
WO2000062187A3 (en) User interface for an electronic trading system
US20150302441A1 (en) Systems and methods for providing up-to-date information for transactions
WO2004029761A3 (en) Method and system for financing publicly traded companies
US20030041006A1 (en) Methods and systems for suppression of stale or invalid data in a securities quotation display
WO2004040422A3 (en) Trading system
MY128522A (en) System and method for pairing providers with consumers of online goods and services
WO2005055002A3 (en) Latency-aware asset trading system
ATE341042T1 (en) MACHINE READABLE LABEL SYSTEM WITH OFFLINE CAPTURE AND PROCESSING
WO2002056149A3 (en) Arbitrage of tracking securities
CN109313897A (en) Utilize the communication of multiple virtual assistant services
CN109086444A (en) A kind of data normalization method, apparatus and electronic equipment
WO2003029926A3 (en) Methods and systems for managing a portfolio of securities
WO2001013196A3 (en) Server system and method for automatically determining, monitoring and transmitting data relating to the current value of individual portfolios
KR102035117B1 (en) Anonymous block trade matching system
US20190370698A1 (en) Methods and arrangements for an automated exchange system
US10748143B2 (en) Location aware trust-based peer-to-peer currency exchange
JP2001283000A (en) Method and system for displaying information
EP1369798A3 (en) Security rating system
WO2001004817A1 (en) Interest matching and price improvement platform method and system
KR20160011261A (en) apparatus and method for recording stock trading log by using SMS message
JP2016212890A (en) Data feed without quantities

Legal Events

Date Code Title Description
AK Designated states

Kind code of ref document: A2

Designated state(s): AE AG AL AM AU AZ BA BB BG BR BY BZ CA CN CR CU CZ DM DZ EE GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LV MA MD MG MK MN MW MX MZ NO NZ PL RO RU SD SG SI SK SL TJ TM TR TT TZ UA UG US UZ VN YU ZA ZW

AL Designated countries for regional patents

Kind code of ref document: A2

Designated state(s): GH GM KE LS MW MZ SD SL SZ TZ UG ZW AM AZ BY KG KZ MD RU TJ TM AT BE CH CY DE DK ES FI FR GB GR IE IT LU MC NL PT SE BF BJ CF CG CI CM GA GN GW ML MR NE SN TD TG

121 Ep: the epo has been informed by wipo that ep was designated in this application
AK Designated states

Kind code of ref document: A3

Designated state(s): AE AG AL AM AU AZ BA BB BG BR BY BZ CA CN CR CU CZ DM DZ EE GD GE GH GM HR HU ID IL IN IS JP KE KG KP KR KZ LC LK LR LS LT LV MA MD MG MK MN MW MX MZ NO NZ PL RO RU SD SG SI SK SL TJ TM TR TT TZ UA UG US UZ VN YU ZA ZW

AL Designated countries for regional patents

Kind code of ref document: A3

Designated state(s): GH GM KE LS MW MZ SD SL SZ TZ UG ZW AM AZ BY KG KZ MD RU TJ TM AT BE CH CY DE DK ES FI FR GB GR IE IT LU MC NL PT SE BF BJ CF CG CI CM GA GN GW ML MR NE SN TD TG

DFPE Request for preliminary examination filed prior to expiration of 19th month from priority date (pct application filed before 20040101)
122 Ep: pct application non-entry in european phase
NENP Non-entry into the national phase

Ref country code: JP