Patents Assigned to Smartfolios, Inc.
  • Publication number: 20020133447
    Abstract: A method and system for formulating a stock portfolio employs weighting preset parameters that are applied to a multiplicity of stocks received from a database. The weighted parameters are applied to each stock and a Rating is generated for each of the stocks in the database. The parameters and Rating is used to create a Portfolio of a number of stocks. Selected stocks are purchased if they meet the limits set by selected weighted parameters. When a limit associated with the purchase price is reached for one of the Portfolio stocks, the stock is sold and another stock that meets the criteria for a purchase is added to the Portfolio.
    Type: Application
    Filed: January 3, 2002
    Publication date: September 19, 2002
    Applicant: Smartfolios, Inc.
    Inventor: Gary J. Mastman