Patent ID: 8341066
Filing Date: 2012-12-25
Classification: G06Q

Abstract:
1. A computer implemented method for determining whether to buy, sell, or hold a specific Individually Traded Unit (ITU) of publicly traded units residing in a securities or investment portfolio owned or controlled by a user, wherein the portfolio comprises of at least the trading statistics of each ITU, said method comprising: a) selecting the specific ITU for analysis and providing an average purchase price paid by the user for the selected ITU; b) receiving a sequence of current market prices of the ITU over a desired time period; c) sampling prices from the sequence of market prices at desired time intervals; d) calculating an exponentially smoothed average of the sampled prices; e) calculating a current moving mean value for the sampled prices; and f) performing a variance and a standard deviation analysis of the moving mean, wherein at least steps (c) through (f) are performed by a computer, whereby,