WO2003042794A3 - Method and apparatus for creating investment advice marketplace and for providing investment advice to multiple investors - Google Patents

Method and apparatus for creating investment advice marketplace and for providing investment advice to multiple investors Download PDF

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Publication number
WO2003042794A3
WO2003042794A3 PCT/US2002/036839 US0236839W WO03042794A3 WO 2003042794 A3 WO2003042794 A3 WO 2003042794A3 US 0236839 W US0236839 W US 0236839W WO 03042794 A3 WO03042794 A3 WO 03042794A3
Authority
WO
WIPO (PCT)
Prior art keywords
portfolio
portfolios
model
consumers
folios
Prior art date
Application number
PCT/US2002/036839
Other languages
French (fr)
Other versions
WO2003042794A2 (en
Inventor
Steven M H Wallman
Original Assignee
Foliofn Inc
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 Foliofn Inc filed Critical Foliofn Inc
Priority to AU2002363748A priority Critical patent/AU2002363748A1/en
Publication of WO2003042794A2 publication Critical patent/WO2003042794A2/en
Publication of WO2003042794A3 publication Critical patent/WO2003042794A3/en

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Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising

Abstract

A method for creating an electronic market place (10) of investment advice for consumers(5, 6, 7, 8), each of which are engaged in electronic portfolio trading of market tradable assets/liabilities enables advisors to disseminate the model portfolios to potential consumers. These model portfolios created by the advisors are disseminated as preset portfolios that can be purchased singly or in combination with each other by one or more consumers, as a result of which can then be electronically traded as an entire portfolio of market tradable assets/liabilities by the one or more consumers. Along with each model portfolios a fee associated with each of the model portfolios is displayed. This fee is that which must be paid to the advisor that created the model portfolio upon selecting to purchase the model portfolio singly or in combination with one or more other model portfolios. Any fee associated with a particular model portfolio purchased by a consumer is deducted from funds allocated to the purchased portfolio and then forwarded to the respective advisor. The method uses a computer-based portfolio manager system (11) that enables a user to create and manage a portfolio of investments. User can create multiple sub-portfolios, termed folios, within their overall investment portfolio. Each of these folios can be created by the user or selected from a multiple preset portfolios. One of the possible preset folios includes a manager's recommended folio. This folio is regularly updated, thereby indicating buy and sell recommendations of the manager.
PCT/US2002/036839 2001-11-15 2002-11-15 Method and apparatus for creating investment advice marketplace and for providing investment advice to multiple investors WO2003042794A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2002363748A AU2002363748A1 (en) 2001-11-15 2002-11-15 Method and apparatus for creating investment advice marketplace and for providing investment advice to multiple investors

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US33234801P 2001-11-15 2001-11-15
US33235101P 2001-11-15 2001-11-15
US60/332,348 2001-11-15
US60/332,351 2001-11-15

Publications (2)

Publication Number Publication Date
WO2003042794A2 WO2003042794A2 (en) 2003-05-22
WO2003042794A3 true WO2003042794A3 (en) 2003-11-13

Family

ID=26988188

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2002/036839 WO2003042794A2 (en) 2001-11-15 2002-11-15 Method and apparatus for creating investment advice marketplace and for providing investment advice to multiple investors

Country Status (3)

Country Link
AU (1) AU2002363748A1 (en)
TW (1) TW200300535A (en)
WO (1) WO2003042794A2 (en)

Families Citing this family (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI483207B (en) * 2006-09-14 2015-05-01 Athenainvest Inc Investment classification and tracking system
CN101772701B (en) * 2007-06-08 2014-10-15 奎斯特诊断投资公司 Lipoprotein analysis by differential charged-particle mobility
US8247235B2 (en) 2007-06-08 2012-08-21 Quest Diagnostics Investments Incorporated Lipoprotein analysis by differential charged-particle mobility

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US20010042037A1 (en) * 2000-04-17 2001-11-15 Kam Kendrick W. Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds
US20020007335A1 (en) * 2000-03-22 2002-01-17 Millard Jeffrey Robert Method and system for a network-based securities marketplace

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US20020007335A1 (en) * 2000-03-22 2002-01-17 Millard Jeffrey Robert Method and system for a network-based securities marketplace
US20010042037A1 (en) * 2000-04-17 2001-11-15 Kam Kendrick W. Internet-based system for identification, measurement and ranking of investment portfolio management, and operation of a fund supermarket, including "best investor" managed funds

Also Published As

Publication number Publication date
WO2003042794A2 (en) 2003-05-22
AU2002363748A1 (en) 2003-05-26
TW200300535A (en) 2003-06-01

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