| 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 his preferred outcome (15, 16, 17, 18, 19), the system notes those securities. The noted securities can then be sold in accordance with the seller's instructions and pursuant to whatever system the seller is using for securities dispositions.</p> |
