SYSTEMS AND METHODS TO CREATE, COMPARE, CUSTOMIZE, PROMOTE, TRACK, OPTIMIZE AND SHOP FOR INDEX OR THEME BASED PORTFOLIOS OF SECURITIES

摘要

A system and associated method for conducting index or theme based basket security transactions includes a client device with a client interface, and is configured to receive an index or theme based basket client order. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine, an inventory account and a targets engine are included. The trading engine is configured to process the client index or theme based basket order as a single order. The trading engine enables the trading of fraction shares in real time as well as reduces a frequency of orders sent to market by executing principal trades against the inventory account.