Patent ID: 8498916

Claim:
A system comprising: a memory having stored thereon financial-instrument-based (FI-based) management instructions; and a processor to execute the FI-based management instructions resulting in a FI-based management application, wherein the FI-based management application is to receive portfolio data corresponding to a plurality of managed financial-instrument (FI) portfolios associated with a plurality of clients, and to receive real-time market data corresponding to the plurality of managed portfolios, and trade parameters defining a trade, wherein the FI-based management application is to automatically identify, based on said portfolio data and said real-time market data, one or more portfolios of the plurality of portfolios satisfying at least one management criterion including a criterion related to the trade parameters, wherein, for an identified portfolio, the FI-based management application is to receive client-specific management data corresponding to a client associated with the identified portfolio, wherein the client-specific management data includes at least client-specific destination information defining at least one destination, wherein, the FI-based management application is to automatically generate a client-specific trade article corresponding to the trade based on client specific information corresponding to the client, and to automatically communicate portfolio-related data, including the client-specific trade article corresponding to the identified portfolio, to the destination defined by the client-specific management data.