Patent ID: 8463695
Filing Date: 2013-06-11
Classification: G06Q

Abstract:
1. A method for generating an income portfolio trade report, the method comprising the steps of: receiving and reviewing, by a computer system, information from a stock portfolio of an investor, information from a stock market for each of the stocks in the plurality of stocks within the stock portfolio of the investor, and information about options associated with each of the stocks in the plurality of stocks in the stock portfolio of the investor, wherein the step of reviewing the information further includes the steps of: calculating, by the computer system, an annualized return rate for each of the stocks in the plurality of stocks within the stock portfolio of the investor, and calculating an optimal covered call trade from a list of available covered calls for each of the stocks in the plurality of stocks within the stock portfolio of the investor, wherein said step of calculating the optimal covered call trade further includes the steps of: filtering, by the computer system, for each of the stocks in the plurality of stocks within the stock portfolio of the investor based upon market variation, inflation, or changes based on observed results, and selecting, by the computer system, for each of the stocks an associated covered call trade representing an optimal covered call trade based on the stock having a highest annualized return rate from having passed through the filter; generating, by the computer system, the income portfolio trade report, wherein said income portfolio trade report includes: a covered call summary table comprising a plurality of entries corresponding to the plurality of stocks in the stock portfolio of the investor, the optimal covered call trade selected for each of the plurality of stocks in the stock portfolio of the investor, and the annualized return rate associated with each of the plurality of stocks in the stock portfolio of the investor; a table explanation section comprising a description of a series of parameters corresponding to each of the plurality of entries corresponding to the plurality of stocks in the stock portfolio of the investor and the optimal covered call trade selected for each of the plurality of stocks in the stock portfolio of the investor; and a financial summary section comprising a summary of the plurality of entries corresponding to the plurality of stocks in the stock portfolio of the investor.