US2013124379A1PendingUtilityA1
Systems and methods for creating and trading dynamic securities
Est. expiryDec 27, 2021(expired)· nominal 20-yr term from priority
Inventors:Andrew C. Gilbert
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-modifiedWhat 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.Cited by (0)
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