Patent ID: 7483849
Filing Date: 2009-01-27
Classification: G06Q

Abstract:
1. A portfolio management method recorded on computer-readable medium and when executed by a computer comprising a sell trigger module for controlling stop-loss and trailing stop-loss investment criteria wherein; a sell trigger module utilizes a combination of one or more stop-loss and improved trailing stop-loss protection levels per investment; a trailing stop-loss trigger values are based on a percentage of corresponding investments value; trailing stop-loss trigger values maintain percentage of investment value as investment value increases; liquidation values are assigned to each protection level so that investment can be liquidated over time in increments as said protection levels are breached; each investment is assigned one or more stop-loss levels that if breached will cause said corresponding value of said security to be sold; and each investment is assigned one or more trailing stop-loss levels that if breached will cause a corresponding value of a security to be sold; and the number of stop-loss and trailing stop-loss levels can vary from one investment to another; and the number of stop-loss and trailing stop-loss levels for the same investments can vary from client to client and account to account; and a portfolio management system monitors all of said protection levels of every investment for every account for every client in real-time and automatically executes a transaction or alerts an advisor when a tolerance is breached and action should be taken; a dynamic adjusting module allows a target growth rate to be set at the security, class, category, account, and client level; said dynamic adjusting module enables each of the protection levels defined by the sell trigger module to be dynamically adjusted in real-time according to pre-defined criteria based on the performance of the security relative to target growth rates at a plurality of different levels.