Inventor · disambiguated record
Steven M. H. Wallman
Also filed as: WALLMAN STEVEN M · WALLMAN STEVEN M H
20 granted patents·10 pending applications·2,865 citations·filing 1998–2015
97Inventor score
Technology areasG06Q
Top patents by PatentIndex Score
30 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
- 0594US8078490B2Method and apparatus for corporate votingWALLMAN STEVEN M H·Filed 2009·Granted Dec 13, 2011·30 cites·3 claims
- 0693US6801199B1Method and apparatus for interacting with investors to create investment portfoliosFOLIOFN INC·Filed 2000·Granted Oct 5, 2004·108 cites·39 claims
- 0790US8275690B2Method 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 basisWALLMAN STEVEN M H·Filed 2010·Granted Sep 25, 2012·7 cites·8 claims
- 0890US6161098AMethod and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolioFOLIO FN INC·Filed 1998·Granted Dec 12, 2000·512 cites·80 claims
- 0989US7640182B2Method and apparatus for corporate votingFOLIOFN INC·Filed 2005·Granted Dec 29, 2009·12 cites·3 claims
- 1088US7047218B1Method and apparatus for trading securities or other instruments on behalf of customersFOLIOFN INC·Filed 2000·Granted May 16, 2006·89 cites·6 claims
- 1187US7844538B2Method and apparatus for trading securities or other instrumentsFOLIO INC·Filed 2007·Granted Nov 30, 2010·17 cites·7 claims
- 1287US6360210B1Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilitiesFOLIO TRADE LLC·Filed 1999·Granted Mar 19, 2002·464 cites·70 claims
- 1386US7552082B2Method 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
- 1485US7546267B2Method 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
- 1585US6338047B1Method 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
- 1683US7685046B2Method 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 basisFOLIONFN INC·Filed 2003·Granted Mar 23, 2010·19 cites·4 claims
- 1781US8099344B2Method 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 basisWALLMAN STEVEN M H·Filed 2003·Granted Jan 17, 2012·11 cites·20 claims
- 1875US6996539B1Method 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
- 1974US8086514B2Method and apparatus for rebalancing an investment portfolio using a portfolio investment systemWALLMAN STEVEN M H·Filed 2009·Granted Dec 27, 2011·3 cites·20 claims
- 2069US2009276372A1Method 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 basisWALLMAN STEVEN M H·Filed 2009·Application pending·0 cites
- 2164US9978103B2Method and apparatus for portfolio trading using marginWALLMAN STEVEN M H·Filed 2009·Granted May 22, 2018·0 cites·12 claims
- 2264US2015178841A1Method 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
- 2363US2004064394A1Method and apparatus for portfolio trading using marginFOLIOFN INC·Filed 2003·Application pending·0 cites
- 2460US2009259599A1Method and apparatus for analyzing individual and comparative returns on assetsWALLMAN STEVEN M H·Filed 2009·Application pending·0 cites
- 2559US2014207648A1Leveraged instrument computer-implemented trade management system to provide long-term expected returns for daily rebalance instruments, such as etfs or fundsWALLMAN STEVEN M H·Filed 2014·Application pending·0 cites
- 2659US2003229561A1Method 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
- 2758US2003120574A1Method and apparatus for creating investment advice marketplaceFOLIOFN INC·Filed 2002·Application pending·0 cites
- 2858US2003120575A1Method and apparatus for providing investment advice to multiple investorsFOLIOFN INC·Filed 2002·Application pending·0 cites
- 2956US2014279678A1Automated Cash Leveraging Facility to Provide Available Cash from Sweep Investments for Margin FinancingWALLMAN STEVEN M H·Filed 2013·Application pending·0 cites
- 3055US2005192890A1Method and apparatus for trading securities or other instrumentsFOLIOFN INC·Filed 2005·Application pending·0 cites
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Identity basis: PatentsView inventor disambiguation (2025Q4-odp release). How scoring works →