Patent ID: 7373324
Filing Date: 2008-05-13
Classification: G06Q

Abstract:
1. A system for providing investment advice to investors over a computer network, comprising: means for receiving a plurality of investment strategies from a plurality of investment advisors, each of the investment strategies being updated periodically and including a plurality of trade recommendations, wherein each of the trade recommendations specifies a financial instrument and terms necessary for trading the financial instrument in a respective financial market; means for subscribing to the investment strategies; means for entering one or more investor-defined management weights by way of the computer network; means for applying the investor-defined management weights to the investment strategies thereby generating a weighted portfolio of trade recommendations, the management weights defining the percentage of investor portfolio funds available for investing in the investment strategies; means for delivering the weighted portfolio of trade recommendations to the investor over the computer network during a trade recommendation distribution period; means for accepting, rejecting or modifying each of the trade recommendations of the weighted portfolio of trade recommendations by the investor, through the computer network, thereby producing a sequence of customized trade recommendations; means for entering, by way of the computer network, one or more investor trades based on an investor-defined strategy, each of the investor trades specifying a financial instrument and terms necessary for trading the financial instrument in a respective financial market; and means for submitting the sequence of customized trade recommendations and the investor trades to a separate investor brokerage account for execution.