Patent ID: 8015096

Claim:
A computer-implemented method for sub-allocating swaps among accounts of a user, comprising: (a) providing a network-based platform through a programmable computer to the user, wherein the user accesses the network-based platform through an interface connected to the network-based platform, wherein the network-based platform comprises (i) the accounts of the user and (ii) a record of unallocated swaps that have been entered into by the user and a financier, wherein the unallocated swaps comprise swaps having the same underlying equities and purchased on the same day; (b) receiving, through the programmable computer, a selection made by the user through the interface of unallocated swaps to be allocated into the accounts; (c) identifying, through the programmable computer, selected swaps having the same underlying equities and purchased and the same day and then combining the identified swaps; and (d) sub-allocating, through the programmable computer, the selected swaps and the combined identified swaps from step (c) into the accounts of the user.