Patent ID: 7418420
Filing Date: 2008-08-26
Classification: G06Q

Abstract:
1. A method for providing downside protection of stock market investments for managing an investment portfolio by an automated data processing system having a memory with an input device connected with the automated data processing system, the method comprising the steps of: a. entering a name of a security into the automated data processing system through the input device; b. storing the name of the security in the memory; c. entering a stop loss percentage for the security into the automated data processing system through the input device; d. storing the stop loss percentage for the security in the memory; e. entering a buy price of the security into the automated data processing system through the input device; f. storing the buy price of the security in the memory as the high value; g. linking the automated data processing system by a data link to current stock information; h. reading a market price of the security from the current stock information; i. comparing the market price of the security to the high value, and when the market price of the security exceeds the high value, setting the high value equal to the market price of the security to generate a new high value; j. storing the new high value for the security in memory as the high value; k. multiplying the stop loss percentage by the high value and subtracting the resulting product of the stop loss percentage multiplied by the high value from the high value to generate a sell threshold price; l. comparing the sell threshold price to the market price, and executing a sell event when the market price is below the sell threshold price; and m. repeating the linking step g through the comparing the sell threshold price step