IP Library Patent Application 16924852
Patent Application
App. No. 16/924,852

SYSTEM AND METHOD FOR PORTFOLIO SYNCRONIZATION

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Quick Facts
Patent No.
US None
App. No.
16/924,852
Abstract

A system and method for automated securities portfolio synchronization is provided. The system includes a lead trader account database, a follower account database, and a trade determination system. A follower provides a lead trader identification which is used to retrieve a lead trader portfolio from the lead trader account database for display to the Follower. The contents of the lead trader portfolio are compared to securities already owned by the follower and to a list of securities not to be purchased that is retrieved from the follower account database. The follower may then make adjustments to the lead trader portfolio and synchronize their portfolio to that of the lead trader.

Claims (1)

1 . A system for automated securities portfolio synchronization.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 27, 2022
From: ESTATE OF RICHARD D. KINCAID, THE
To: WERT, LAWRENCE J; MYERS, JAMES O
Reel/Frame 060641/0844 →