发明名称 SYSTEM AND METHOD FOR PORTFOLIO SYNCHRONIZATION
摘要 A system and method for automated securities portfolio synchronization is provided. The system includes a lead trader account database, a follower account database, and a trade determination system. A follower provides a lead trader identification which is used to retrieve a lead trader portfolio from the lead trader account database for display to the Follower. The contents of the lead trader portfolio are compared to securities already owned by the follower and to a list of securities not to be purchased that is retrieved from the follower account database. The follower may then make adjustments to the lead trader portfolio and synchronize their portfolio to that of the lead trader.
申请公布号 US2016055580(A1) 申请公布日期 2016.02.25
申请号 US201514703810 申请日期 2015.05.04
申请人 Ditto Holdings, Inc. 发明人 Fox Joseph
分类号 G06Q40/04 主分类号 G06Q40/04
代理机构 代理人
主权项 1. A system for automated securities portfolio synchronization.
地址 Chicago IL US