发明名称 MULTI-BROKERAGE ACCOUNT MANAGEMENT SYSTEM
摘要 A system for managing multi brokerage accounts that allows aggregation among the various accounts of holdings of one or more securities, timing and delivery of cash or securities, cash flow, profit and loss across the accounts, and post-fact tracking of trading strategies. The system accepts inputs and delivers updates based on assumptions of an implemented trading strategy across accounts.
申请公布号 US2014114832(A1) 申请公布日期 2014.04.24
申请号 US201314059488 申请日期 2013.10.22
申请人 ACCOUNTREX LLC. 发明人 ESCOTT STEPHEN
分类号 G06Q40/04 主分类号 G06Q40/04
代理机构 代理人
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