US2013124379A1PendingUtilityA1

Systems and methods for creating and trading dynamic securities

59
Assignee: GILBERT MARY ANNPriority: Dec 27, 2001Filed: Sep 14, 2012Published: May 16, 2013
Est. expiryDec 27, 2021(expired)· nominal 20-yr term from priority
G06Q 40/06G06Q 40/04
59
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Claims

Abstract

Systems and methods for creating and trading dynamic securities are provided. Dynamic securities according to the invention may preferably include any security or non-securitized investment. To form the dynamic security, a user may select a plurality of securities including stocks, bonds, baseball cards and modern art paintings to create a dynamic security. The selection may be limited to a pre-determined list of securities.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
         1 . A method for creating a dynamic security comprising:
 selecting a plurality of securities from a list of securities to form a selected plurality of securities; and   forming a dynamic security from the selected plurality of securities.   
     
     
         2 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including fixed income securities. 
     
     
         3 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including stocks. 
     
     
         4 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including a futures contract. 
     
     
         5 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including an options contract. 
     
     
         6 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list a real property lease. 
     
     
         7 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including a collectible. 
     
     
         8 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including a security. 
     
     
         9 . The method of  claim 1 , the selecting a plurality of securities comprising selecting from a list including a non-securitized instrument. 
     
     
         10 . The method of  claim 1 , further comprising trading the dynamic security. 
     
     
         11 . The method of  claim 1 , further comprising trading at least one of the selected plurality of securities separate from the dynamic security. 
     
     
         12 . The system of  claim 1 , further comprising monitoring a rate of return of the dynamic security. 
     
     
         13 . The system of  claim 12 , further comprising comparing the rate of return to a pre-determined target rate of return. 
     
     
         14 . The system of  claim 13 , further comprising providing a notification when the rate of return deviates at a pre-determined ratio from the target rate of return. 
     
     
         15 . The system of  claim 1 , further comprising monitoring a rate of return of each of the selected plurality of securities. 
     
     
         16 . The system of  claim 15 , further comprising comparing the rate of return of each of the selected securities to a pre-determined target rate of return. 
     
     
         17 . The system of  claim 16 , further comprising providing a notification when the value of a selected one of each of the selected plurality of securities deviates at a pre-determined ratio from the target rate of return. 
     
     
         18 . The method of  claim 15 , further comprising implementing the method in an electronic trading platform. 
     
     
         19 . A system for creating a dynamic security comprising:
 means for selecting a plurality of securities from a list of securities; and   means for forming a dynamic security from the selected plurality of securities.   
     
     
         20 . The system of  claim 19 , wherein the means for selecting a plurality of securities comprises a means for selecting from a list including a fixed income securities, stocks, bonds, futures or options. 
     
     
         21 . The system of  claim 19 , further comprising means for trading the dynamic security. 
     
     
         22 . The system of  claim 19 , further comprising means for trading at least one of the selected plurality of securities separate from the dynamic security. 
     
     
         23 . The system of  claim 19 , further comprising means for monitoring a rate of return of the dynamic security. 
     
     
         24 . The system of  claim 23 , further comprising means for comparing the rate of return to a pre-determined target rate of return. 
     
     
         25 . The system of  claim 24 , further comprising means for providing a notification when the rate of return deviates at a pre-determined ratio from the target rate of return. 
     
     
         26 . The system of  claim 19 , further comprising means for monitoring a rate of return of each of the selected plurality of securities. 
     
     
         27 . The system of  claim 26 , further comprising means for comparing the rate of return to a pre-determined target rate of return. 
     
     
         28 . The system of  claim 27 , further comprising means for providing a notification when the value of a selected one of each of the selected plurality of securities deviates at a pre-determined ratio from the target rate of return. 
     
     
         29 . The system of  claim 19 , further comprising means for implementing the system in an electronic trading platform.

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