发明名称 Online Automated Software Application for Matching Investors and Traders to Create Risk Controlled Investment Accounts
摘要 A method for an Internet-based software application is used to match specific investors to specific traders and traders' systems by running a set of compatibility algorithms. The compatibility algorithms identify similar qualities between investors and traders and compiles a list of high-incidence matches. Such qualities for the investors include investment tendencies and risk-tolerance criteria, and such qualities for the traders include trading tendencies. The software application will allow a specific investor(s) and a specific trader to broker a trade agreement that will accommodate the requirements for both parties. The software application will also allow a specific investor to implement a risk management strategy, which can be done in, but not limited to, four embodiments: the risk-control embodiment, the risk-control-with-pooling embodiment, the risk-transfer embodiment, and the risk-transfer-with-pooling embodiment.
申请公布号 US2012310812(A1) 申请公布日期 2012.12.06
申请号 US201213488362 申请日期 2012.06.04
申请人 GARCIA JOSE A. 发明人 GARCIA JOSE A.
分类号 G06Q40/04 主分类号 G06Q40/04
代理机构 代理人
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