(19) United States
(12) Patent Application Publication (io) Pub. No.: US 2003/0093352 Al
Muralidhar et al. (43) Pub. Date: May 15,2003
(54) METHOD, APPARATUS AND PROGRAM FOR EVALUATING FINANCIAL TRADING STRATEGIES AND PORTFOLIOS
(76) Inventors: Sanjay P. Muralidhar, Ridgefield, CT (US); Arun S. Muralidhar, West Windsor, NJ (US)
Steven R. Bartholomew, Esq.
Morgan, Lewis & Bockius, LLP
101 Park Avenue
New York, NY 10178 (US)
(21) Appl. No.: 10/271,056
(22) Filed: Oct. 14, 2002
Related U.S. Application Data
(60) Provisional application No. 60/328,957, filed on Oct. 15, 2001.
(51) Int. CI.7 G06F 17/60
(52) U.S. CI 705/36
A flexible tool for creating enhanced investment portfolios across any asset or combination ol assets, by combining investment rules, based on investor-specific objectives. Many innovative approaches are presented to investors through a user-lriendly, platform-neutral, interactive technology that guides them to formalize their analysis. The invention improves efficiency of the investment process by providing this flexibility under a robust platform thereby eliminating errors that could prove costly to the investors. It leverages the fact that many of the processes are repeated across different investment areas and therefore by providing a single platform across which all these decisions can be made, and allowing for aggregation of multiple decisions, the investor is able to compare and contrast investment recommendations across all parts of the investment decision process.