Assignee
FOLIOFN INC
US·11 granted patents·7 pending applications·1,802 citations·filing 1998–2018
Technology mixG06Q18
Top patents by PatentIndex Score
18 records- 0196US7117176B2Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisFOLIOFN INC·Filed 2003·Granted Oct 3, 2006·99 cites·54 claims
- 0296US7110971B2Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisFOLIOFN INC·Filed 2003·Granted Sep 19, 2006·91 cites·20 claims
- 0396US6516303B1Method, system, and apparatus for managing taxable events within a portfolioFOLIOFN INC·Filed 2000·Granted Feb 4, 2003·171 cites·41 claims
- 0495US6601044B1Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisFOLIOFN INC·Filed 1998·Granted Jul 29, 2003·670 cites·86 claims
- 0593US6801199B1Method and apparatus for interacting with investors to create investment portfoliosFOLIOFN INC·Filed 2000·Granted Oct 5, 2004·108 cites·39 claims
- 0689US7640182B2Method and apparatus for corporate votingFOLIOFN INC·Filed 2005·Granted Dec 29, 2009·12 cites·3 claims
- 0788US7047218B1Method and apparatus for trading securities or other instruments on behalf of customersFOLIOFN INC·Filed 2000·Granted May 16, 2006·89 cites·6 claims
- 0886US7552082B2Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisFOLIOFN INC·Filed 2003·Granted Jun 23, 2009·19 cites·2 claims
- 0985US7546267B2Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisFOLIOFN INC·Filed 2003·Granted Jun 9, 2009·18 cites·5 claims
- 1085US6338047B1Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investorsFOLIOFN INC·Filed 1999·Granted Jan 8, 2002·354 cites·97 claims
- 1175US6996539B1Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisFOLIOFN INC·Filed 1998·Granted Feb 7, 2006·171 cites·37 claims
- 1264US2015178841A1Method and Apparatus for Enabling Individual or Smaller Investors or Others to Create and Manage A Portfolio of Securities or Other Assets or Liabilities on a Cost Effective BasisFOLIOFN INC·Filed 2015·Application pending·0 cites
- 1364US2019122305A1Method and apparatus for characterizing the key properties and analyzing the future performance of an investment portfolioFOLIOFN INC·Filed 2018·Application pending·0 cites
- 1463US2004064394A1Method and apparatus for portfolio trading using marginFOLIOFN INC·Filed 2003·Application pending·0 cites
- 1559US2003229561A1Method and apparatus for converting collectively owned investment accounts and pooled investment accounts and vehicles into individually owned accountsFOLIOFN INC·Filed 2003·Application pending·0 cites
- 1658US2003120574A1Method and apparatus for creating investment advice marketplaceFOLIOFN INC·Filed 2002·Application pending·0 cites
- 1758US2003120575A1Method and apparatus for providing investment advice to multiple investorsFOLIOFN INC·Filed 2002·Application pending·0 cites
- 1855US2005192890A1Method and apparatus for trading securities or other instrumentsFOLIOFN INC·Filed 2005·Application pending·0 cites
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Counts cover granted patents and pending applications in the PatentIndex corpus. How scoring works →