Patent ID: 11430063

Abstract:
In accordance with one or more embodiments herein, a system 100 for proposing rebalancing trades of financial instruments is provided. The system 100 comprises a rebalancing trading proposal arrangement 200, at least one index provider device 240, and at least one investing entity device 300, comprising a processor 310, a display 320, and input means 340. The processor 210, 310 is arranged to: display active tradable indices; receive input corresponding to a selection of an active tradable index; store the selection; receive input corresponding to an amount designated to follow the selected active tradable index; retrieve information regarding assets owned; determine the rebalancing trades needed to follow the selected active tradable index; display the rebalancing trades needed to follow the selected active tradable index; display the option to accept or decline the rebalancing trade; receive input corresponding to an accept of a displayed rebalancing trade; store information regarding the accept; retrieve the stored information about active tradable indices selected and rebalancing trades accepted; and transfer this information to the index provider device 240.