Device, system, and method of automatic financial-instrument management

摘要

Devices, systems, and methods of automatic Financial-Instrument (FI) management. In some embodiments, a system includes, a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application may receive portfolio data corresponding to a plurality of financial-instrument portfolios associated with a plurality of clients, wherein the FI-based management application may automatically identify one or more portfolios of the plurality of portfolios satisfying at least one criterion, wherein, for each identified portfolio, the FI-based management application may receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein, for each identified portfolio, the FI-based management application may automatically communicate portfolio-related data corresponding to the identified portfolio to the destination defined by the management data.

主权项

1. A system comprising:
a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application is to receive portfolio data corresponding to a plurality of managed financial-instrument (FI) portfolios associated with a plurality of clients, and to receive real-time market data corresponding to the plurality of managed portfolios, wherein the FI-based management application is configured to automatically identify, based on said portfolio data and said real-time market data, one or more portfolios of the plurality of portfolios and to determine at least one recommended trade corresponding to an identified portfolio, wherein in identifying the one or more portfolios said FI-based management application is to automatically identify one or more portfolios including at least one financial instrument having an event satisfying a predefined event-based criterion, the event-based criterion relating to at least one attribute selected from the group consisting of an expiration of the financial instrument and a barrier of the financial instrument, wherein, for the identified portfolio, the FI-based management application is to receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, and wherein the FI-based management application is configured to automatically trigger a communication of portfolio-related data corresponding to the identified portfolio to the destination defined by the client-specific management data, the portfolio-related data corresponding to the identified portfolio including recommendation information relating to the at least one recommended trade.