Patent ID: 6996539

Claim:
A computer implemented method using aggregation for enabling a user to create and trade a plurality of market tradable assets or liabilities as a single, customizable investment portfolio comprising: receiving trading data from the user including user identification and preference information; specifying from the trading data a user customizable portfolio of a plurality of distinct market tradable assets or liabilities to be owned directly by the user; receiving from the user an order to trade the specified user customizable portfolio as a whole; determining, based on said order to trade, a plurality of distinct market tradable assets or liabilities to be transacted in a market for each of the distinct assets or liabilities in a plurality of transactions for the user; aggregating the plurality of transactions for the user with a plurality of transactions for one or more other users over an applicable characteristic of the plurality of assets or liabilities, wherein said aggregating includes aggregating single shares, odd lots and/or fractional shares using a computer; and executing one or more trades based on said aggregating to implement the order to trade the specified user customizable portfolio; wherein the specified user customizable portfolio is owned directly by the user after said one or more trades.