SYSTEMS AND METHODS WITH A TARGETS ENGINE TO CREATE, COMPARE, CUSTOMIZE, PROMOTE, TRACK, OPTIMIZE AND SHOP FOR PORTFOLIOS OF SECURITIES

摘要

A system and method for conducting security transactions includes a client device with a client interface. A host server is coupled to the client device and executes logic resources for carrying out portfolio transactions for a client. An inventory account and a pricing engine are provided. A targets engine calculates a target number of long and short shares of a stock to be included in the inventory account to meet present and future buy, sell, sell short, and buy to cover client orders.