发明名称 System and method for determining the buying power of an investment portfolio
摘要 A system and method for determining the buying power of an investment portfolio are disclosed which involve providing a set of compliance rules for an investment portfolio, receiving a request to analyze a proposed transaction, and calculating a transaction limit for the proposed transaction based upon the set of compliance rules.
申请公布号 US2005055300(A1) 申请公布日期 2005.03.10
申请号 US20030657535 申请日期 2003.09.08
申请人 KOCHANSKY JOSEPH 发明人 KOCHANSKY JOSEPH
分类号 G06Q40/00;(IPC1-7):G06F17/60 主分类号 G06Q40/00
代理机构 代理人
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