US2020342535A1PendingUtilityA1

System and method for portfolio syncronization

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Individually held — no corporate assignee on recordPriority: Jun 13, 2012Filed: Jul 9, 2020Published: Oct 29, 2020
Est. expiryJun 13, 2032(~5.9 yrs left)· nominal 20-yr term from priority
Inventors:Joseph Fox
G06Q 40/04
56
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Claims

Abstract

A system and method for automated securities portfolio synchronization is provided. The system includes a lead trader account database, a follower account database, and a trade determination system. A follower provides a lead trader identification which is used to retrieve a lead trader portfolio from the lead trader account database for display to the Follower. The contents of the lead trader portfolio are compared to securities already owned by the follower and to a list of securities not to be purchased that is retrieved from the follower account database. The follower may then make adjustments to the lead trader portfolio and synchronize their portfolio to that of the lead trader.

Claims

exact text as granted — not AI-modified
1 . A system for automated securities portfolio synchronization.

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