Patent ID: 8341066

Claim:
A computer implemented method for determining whether to buy, sell, or hold a specific Individually Traded Unit (ITU) of publicly traded units residing in a securities or investment portfolio owned or controlled by a user, wherein the portfolio comprises of at least the trading statistics of each ITU, said method comprising: a) selecting the specific ITU for analysis and providing an average purchase price paid by the user for the selected ITU; b) receiving a sequence of current market prices of the ITU over a desired time period; c) sampling prices from the sequence of market prices at desired time intervals; d) calculating an exponentially smoothed average of the sampled prices; e) calculating a current moving mean value for the sampled prices; and f) performing a variance and a standard deviation analysis of the moving mean, wherein at least steps (c) through (f) are performed by a computer, whereby, if the current market price of the selected ITU within the portfolio increases by more than one standard deviation greater than the moving mean, and greater than or equal to the exponentially smoothed average, and greater than the average purchase price paid for the selected ITU then estimate a sell advice value for each selected ITU and calculate an optimum number of ITU's shares to sell at current market price and recommend that the user sell the optimum number of ITU's, wherein the optimum number of ITU's to sell is determined by multiplying the number of ITU stocks within each selected ITU by the sell advice value for each selected ITU, else if the current market price of the selected ITU within the portfolio decreases below the current moving mean value minus one standard deviation, and decreases below or equal to the exponentially smoothed average then calculate an optimum number of additional ITU's to buy at the current market price and provide a buy recommendation to the user to buy an optimum number of ITU's, wherein the optimum number of ITU's to buy is determined by: (1) checking amount of cash available for purchasing ITU stocks, (2) segmenting the cash available to provide a segmented fund for each recommended ITU stock purchase, and (3) calculating the number of ITU's to buy according to the product of segmented funds and the strength of the buy recommendation divided by the current market price of the ITU stock, else recommend that the user neither buy nor sell any of the selected ITU's.