05126936 is referenced by 521 patents and cites 4 patents.

A data processing apparatus and method controls and implements a goal-directed financial assets management system. The operative system receives investor deposits at selected levels of correspondence to established capital markets. A proportionality factor, or "market multiple" MM, is established as a measure of correspondence between the account and each market or asset of interest. The operative system periodically enters new account data and adjusts the individual accounts in response thereto. The system determines a net position change which is translated into aggregate purchase/sale orders of various market index futures contracts or other capital instruments. The system automatically adjusts the risk exposure in any asset category to prevent its reaching an excessive level. As a result, an account can never lose more than the amount deposited. The data processing system provides efficient operation and low transaction fees to the participating investors.

Title
Goal-directed financial asset management system
Application Number
7/402498
Publication Number
5126936
Application Date
September 1, 1989
Publication Date
June 30, 1992
Inventor
Basil R Twist Jr
San Francisco
CA, US
Robert R Champion
San Francisco
CA, US
Agent
Hopgood Calimafde Kalil Blaustein & Judlowe
Assignee
Champion Securities
CA, US
IPC
G06F 15/30
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