| 摘要 |
<p>A method and apparatus for enabling a small investor with a portfolio of securities to measure and manage the taxable events created by buying and selling securities in the portfolio. A presentation and graphical display format directly linked to the system managing the portfolio of securities enables the investor easily to make a selection as to the shares to be sold for the desired cash (11) and tax results (12). Once the investor selects hi s preferred outcome (15, 16, 17, 18, 19), the system notes those securities. T he noted securities can then be sold in accordance with the seller's instructio ns and pursuant to whatever system the seller is using for securities dispositions.</p> |
