Patent ID: 7739172
Filing Date: 2010-06-15
Classification: G06Q

Abstract:
1. A portfolio management method recorded on computer-readable medium and capable of execution by a computer, comprising a sell trigger for controlling stop-loss and trailing stop-loss investment criteria wherein, providing a sell trigger utilizing a combination of one or more stop-loss and improved trailing stop-loss protection levels per investment for one or more investments; applying multiple percentage based trailing-stop loss points to a investment in combination with stop losses; establishing default settings based on the class of the investment and the risk tolerance of a client; assigning automatically the stop loss percentages every time an investment is purchased; providing the user the ability to edit each automatically assigned stop loss percentage individually, per investment, as needed; providing a trailing stop-loss trigger values based on a percentage of the corresponding investments value; requiring trailing stop-loss trigger values to maintain said percentage of investment value as investment value increases; assigning liquidation values to each protection level so that said investment can be liquidated over time in increments as said protection levels are breached; assigning an investment one or more static price protection levels that will remain inactive until breached, which will cause a corresponding value of said security to be sold; assigning said investment one or more dynamic price protection levels that will remain inactive until breached, which will cause a corresponding value of said security to be sold; varying the number of said static price protection and dynamic price protection levels from one investment to another; varying a number of said static price protection and dynamic price protection levels for the same investments from client to client and account to account; monitoring of said protection levels of every investment at the class, category, account and client levels for every account for every client in real-time automatically executes the transaction and alerts the advisor when a tolerance is breached and action should be taken; and liquidating a security incrementally should the market price continue to decline.