首页> 外国专利> Rate of return stops and capital return transactions

Rate of return stops and capital return transactions

机译:回报止损率和资本回报交易

摘要

A method and system for managing and selling investments via electronic means. An investor can establish sell order criteria based upon a preset desired rate of return. The broker thereby monitors the investment and automatically sells it on behalf of the investor once the prescribed sell order criteria are met. The investor can effectively lock in a rate of return prior to its sale without monitoring. Also provided is a method and system for returning to the investor a portion of the initial investment. Once the investment reaches a predetermined value, three simultaneous events occur. A portion or all the initial invested capital is returned to the investor for purposes of reinvestment. The investment instrument is transferred to the broker as collateral, given that its value appreciated relative to the initial purchase amount. Yet the investor still owns the “rights” to the capital appreciation for the life of the investment.
机译:通过电子手段管理和出售投资的方法和系统。投资者可以基于预设的期望回报率建立卖单标准。经纪人由此监视投资,并在满足规定的卖出订单标准后自动代表投资者出售该投资。投资者可以在出售前有效锁定回报率,而无需进行监控。还提供了一种用于向投资者返还一部分初始投资的方法和系统。一旦投资达到预定值,就会同时发生三个事件。初始投资的一部分或全部返还给投资者以进行再投资。假定投资工具的价值相对于初始购买金额有所增值,则该投资工具将作为抵押转移给经纪人。然而,投资者在投资生命期内仍拥有资本增值的“权利”。

著录项

  • 公开/公告号US7848992B2

    专利类型

  • 公开/公告日2010-12-07

    原文格式PDF

  • 申请/专利权人 CYRIL J. TURNER;

    申请/专利号US20050281632

  • 发明设计人 CYRIL J. TURNER;

    申请日2005-11-17

  • 分类号G06Q40/00;

  • 国家 US

  • 入库时间 2022-08-21 18:07:30

相似文献

  • 专利
  • 外文文献
  • 中文文献
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号