Patents Assigned to AccounTrex LLC.
  • MULTI-BROKERAGE ACCOUNT MANAGEMENT SYSTEM
    Publication number: 20140114832
    Abstract: A system for managing multi brokerage accounts that allows aggregation among the various accounts of holdings of one or more securities, timing and delivery of cash or securities, cash flow, profit and loss across the accounts, and post-fact tracking of trading strategies. The system accepts inputs and delivers updates based on assumptions of an implemented trading strategy across accounts.
    Type: Application
    Filed: October 22, 2013
    Publication date: April 24, 2014
    Applicant: AccounTrex LLC.
    Inventor: Stephen ESCOTT