Robert D Fitzsimmons

US Patent:

20140108293, Apr 17, 2014

Filed:

Sep 16, 2013

Appl. No.:

14/028483

Inventors:

- Chicago IL, US
David Karrow - Chicago IL, US
Grant Cupps - Chicago IL, US
Robert G. Fitzsimmons - Chicago IL, US

Assignee:

Optionshop. Inc. - Chicago IL

International Classification:

G06Q 40/04

US Classification:

705 36 R

Abstract:

A system and method for establishing, tracking, and managing a user-configurable portfolio basket is provided. The system provides a plurality of pre-determined, user-selectable portfolio baskets, wherein said portfolio baskets include a plurality of products of at least one asset class. The user then selects one of the portfolio baskets, and sets a lower delta, an upper delta, and a time selection to be associated with said basket. These are then used by the system to determine trading instruments for each of the plurality of products in the basket. The trades represented by the instruments in the basket are then reviewed to confirm the authorization of the user to trade them and, if so, the trade is placed as a basket. Further, the performance of the instruments is tracked as a basket and the user may later add instruments to or sell instruments from the portfolio basket.