Patent ID: 7827092

Claim:
A system for trading financial instruments from a master account having a plurality of sub-accounts, comprising: a computer server connectable to a client terminal, the computer server being configured to: define an account group, the account group including a plurality of the sub-accounts, select a primary allocation model for the account group from a plurality of allocation models, select at least one secondary allocation model for the account group from the plurality of allocation models, prior to executing an order, evaluate the financial capability of the account group to execute the order, when the evaluation shows that the primary allocation model may be used, execute the order of financial instruments for the account group, and allocate the order to the sub-accounts using the primary allocation model after the order has been executed, when the evaluation shows that the primary allocation model may not be used, but the secondary allocation model may be used, execute the order of financial instruments for the account group, and allocate the order to the sub-accounts using the secondary allocation model after the order has been executed, and when the evaluation shows the first and secondary allocation models may not be used, execute the order of financial instruments for the account group, and allocate the order to the sub-accounts in accordance with the user's instruction after the order has been executed, wherein the allocation model defines an amount of the order to be allocated to each sub-account.