Patent ID: 7415432
Filing Date: 2008-08-19
Classification: G06Q

Abstract:
1. A method for evaluating securities portfolios for trading, comprising: receiving a plurality of intended portfolio trades including a first intended portfolio trade, said first intended portfolio trade submitted by a client, each of said plurality of intended portfolio trades including at least two orders to trade different securities; evaluating, via a computer, risk associated with combinations of said first intended portfolio trade with at least one other of said plurality of intended portfolio trades, said risk evaluation including determining whether a risk profile for execution of any of said combinations is lower than an aggregated risk profile of the respective component portfolios evaluated individually, said risk profile incorporating a per-share commission at which the client is willing to commit to the execution of said first intended portfolio trade at passively determined prices; receiving approval to trade one of said combinations based on said risk evaluation; and transmitting said one combination for execution after the close of trading on the day in which said approval to trade is received.