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Class Information
Number: 705/36R
Name: Data processing: financial, business practice, management, or cost/price determination > Automated electrical financial or business practice or management arrangement > Finance (e.g., banking, investment or credit) > Portfolio selection, planning or analysis

Sub-classes under this class:

Class Number Class Name Patents
705/36T Tax strategies 233

Patents under this class:

Patent Number Title Of Patent Date Issued
8712911 System and method for investing public deposits Apr. 29, 2014
8712901 Method or system for investing and/or trading Apr. 29, 2014
8712900 Generating a funding and investment strategy associated with an underfunded pension plan Apr. 29, 2014
8712899 System and method for managing investment funds Apr. 29, 2014
8712898 Computer-implemented method of constructing a stock index using index rotation Apr. 29, 2014
8712897 Stock analysis method, computer program product, and computer-readable recording medium Apr. 29, 2014
8712896 Target trading system and method Apr. 29, 2014
8712895 System and method for creating, managing and trading hedge portfolios Apr. 29, 2014
8712894 Method and system for evaluating/analyzing patent portfolio using patent priority approach Apr. 29, 2014
8712891 Methods and systems for creating a tail risk hedge index and trading derivative products based thereon Apr. 29, 2014
8712890 Systems and methods for optimizing capital structure of a financial institution Apr. 29, 2014
8712887 Electronic multiparty accounts receivable and accounts payable system Apr. 29, 2014
8706773 Computer-implemented system and methods for distributing content pursuant to audit-based processes Apr. 22, 2014
8706609 System and method for creating trade-related annotations in an electronic trading environment Apr. 22, 2014
8706608 Dynamic aggressive/passive pegged trading Apr. 22, 2014
8706605 System and method for replenishing quantities of trading orders Apr. 22, 2014
8706603 System and method for making positions held by a trader fungible Apr. 22, 2014
8706602 Finance and configuration method and apparatus Apr. 22, 2014
8706601 Computer-based system for computing sensitivities of a behaviorally path-dependent financial product value Apr. 22, 2014
8706599 System and method of generating investment criteria for an investment vehicle that includes a pool of escrow deposits from a plurality of merger and acquisition transactions Apr. 22, 2014
8706598 Basket option hedging method Apr. 22, 2014
8706597 Interactive user interface for input of forecasts and risk priorities and display of related strategies in a trading system Apr. 22, 2014
8706596 Account portfolio risk characterization Apr. 22, 2014
8706595 Flexible premium income annuity system and method Apr. 22, 2014
8706592 Online mortgage approval and settlement system and method therefor Apr. 22, 2014
8706590 Providing value exchange in connection with financial institution recommendations and offers Apr. 22, 2014
8706579 Interactive account management system and method Apr. 22, 2014
8706531 Automatic insurance quote system and method Apr. 22, 2014
8694419 Methods and systems for utilizing intellectual property assets and rights Apr. 8, 2014
8694410 System for identifying and displaying effective support and resistance price levels for securities and commodities and methods of use Apr. 8, 2014
8694408 Methods, systems and securities for assuring a company an opportunity to sell stock after a specified time Apr. 8, 2014
8694407 Method and system for creating a volatility benchmark index Apr. 8, 2014
8694406 Strategy market barometer Apr. 8, 2014
8694405 System and method of visual representation of stock exchange transactions Apr. 8, 2014
8694404 System and method for optimizing fixed rate whole loan trading Apr. 8, 2014
8694403 Using commercial share of wallet to rate investments Apr. 8, 2014
8694402 Using accounting data based indexing to create a low volatility portfolio of financial objects Apr. 8, 2014
8694399 Pricing mortgage-backed securities Apr. 8, 2014
8694390 System and method for resolving transactions with lump sum payment capabilities Apr. 8, 2014
8694339 System and method for determining loss data based on industry indices Apr. 8, 2014
8688567 Order risk management for derivative products Apr. 1, 2014
8688561 System and method for automatic defeasance of a base portfolio of swaps Apr. 1, 2014
8688560 Electronic collateral management system and method Apr. 1, 2014
8688559 Presenting investment-related information on a mobile communication device Apr. 1, 2014
8688558 System and method for analyzing data associated with statistical arbitrage Apr. 1, 2014
8688557 Systems and methods for customer value optimization involving relationship optimization Apr. 1, 2014
8682781 Systems and methods for implementing a confirmation period Mar. 25, 2014
8682776 Method and system for initiating and clearing trades Mar. 25, 2014
8682775 Flexible system and method for electronic trading Mar. 25, 2014
8682774 Computer-implemented method of constructing a stock index using multi-dimensional delineation between value and growth Mar. 25, 2014

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