Patents Assigned to Netfolio, Inc.
  • Patent number: 6484151
    Abstract: The invention is in the field of using a computer to select corporate stocks for investment. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user reviews certain strategies and their historic performance. The information is transmitted across the Internet to the user. The information transmitted includes such information as historic performance, sample holdings, modeling how the particular strategy and its holding has performed in the past. The user, after making appropriate reviews, makes a decision to purchase the names of the stocks in that portfolio. The owner of the PMP host computer collects a payment for this service. Now the user sees a list of stocks provided by the PMP host computer. If the user can then make the decision whether to accept or reject any individual stock in the generated list.
    Type: Grant
    Filed: July 23, 1999
    Date of Patent: November 19, 2002
    Assignee: Netfolio, Inc.
    Inventor: James P. O'Shaughnessy
  • Patent number: 6317726
    Abstract: The invention is in the field of using a computer to select corporate stocks for investment. Fifty stocks are selected from a database on the basis of certain criteria. The stocks are acquired in equal proportions, and the portfolio is rebalanced at the end of an annual term. Strategy I: market capitalization greater than $172 million (inflation adjusted figure for $150 million in 1994 dollars.); price-to-sales ratio less than 1.5; earnings higher than in previous year; market capitalization greater than market capitalization three months ago; market capitalization greater than market capitalization six months ago; buy stocks with highest one-year stock price appreciation. Strategy II: market capitalization greater than database mean; common shares outstanding greater than database mean; cashflow greater than the database mean. (creating SET A); price-to-sales ratio less than average for SET A; sales greater than 1.
    Type: Grant
    Filed: July 27, 1999
    Date of Patent: November 13, 2001
    Assignee: Netfolio, Inc.
    Inventor: James P. O'Shaughnessy