Abstract: Disclosed is an electronic fixed income securities management and trading system and method for aggregating customer demand for investment securities, especially fixed income securities, and identifying suitable offered securities to meet that demand. This system and method enables the collection, organization, and integration of securities demand information from multiple sources, and provides techniques to identify which securities among those available for sale have sets of characteristics that satisfy the demand criteria, preferably with a menu driven system.

Abstract: A computer and Internet based system and method for managing portfolios of various securities, especially fixed income securities, is provided. This system and method enables the defining of the various investment goals and strategies for the portfolios and enables the evaluation of the suitability of potential purchases and/or sales of securities related to the portfolios, preferably with a menu driven system. The system and method combines portfolio modeling and analytics with tools that connect investment managers to buyers and sellers in fixed income securities markets. The integration of decision-making analytics with bond market access creates a more efficient way to manage, buy and/or sell fixed income securities.

Abstract: A computer (20) is used to organize security inquiries and potential security purchases. Inquiry information about securities desired for purchase is entered into the computer through an “Enter Inquiries” screen (FIG. 3) and purchase information about available securities is entered into the computer through a window (180) of an “Inquiry Execution” screen (FIG. 5). One of a plurality of algorithms is selected, and the selected algorithm matches the inquiry information with the purchase information. The results are reported on a display (60) of the computer.