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1. 发明授权

US08219481B2 Systems and methods for allocating size among trading accounts 有权
标题翻译：在交易账户之间分配大小的系统和方法
公开(公告)号：US08219481B2
公开(公告)日：2012-07-10
申请号：US12332659
申请日：2008-12-11
申请人： Scott Lopez , Charles Argyle , William D. Goldenthal , David Goddeau
发明人： Scott Lopez , Charles Argyle , William D. Goldenthal , David Goddeau
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q10/06311 , G06Q40/00 , G06Q40/02 , G06Q40/04
摘要： A system and method for allocating trades of financial instruments among multiple accounts comprising aggregating orders, wherein each order is associated with an account, and wherein each order has an original order size; allocating an executed order based on the aggregated order in a phase I allocation, wherein the phase I allocation is allocated on a pro-rata basis based on the original order size for each account, except for those accounts that would receive an amount less than a minimum allocation; allocating a remainder from the phase I allocation in a phase II allocation, wherein the phase II allocation is allocated among selected accounts in an amount greater than or equal to the minimum allocation or an amount that fills the original order size; repeating the phase II allocation until a remainder from the phase II allocation is less than the minimum allocation; and allocating a reminder from the phase II allocation in a phase III allocation according to predetermined criteria.
摘要翻译：一种用于在多个账户之间分配金融工具交易的系统和方法，包括聚合订单，其中每个订单与一个账户相关联，并且其中每个订单具有原始订单大小; 在阶段I分配中基于聚合顺序分配执行的订单，其中基于每个帐户的原始订单大小，按比例分配阶段I分配，除了那些将接收少于一个最低配置在阶段II分配中分配来自阶段I分配的剩余部分，其中阶段II分配在选定的帐户中以大于或等于最小分配的量分配，或者填充原始订单大小的量; 重复II期分配，直到第二阶段分配的余数小于最小分配; 并且根据预定标准在阶段II分配中从阶段II分配中分配提醒。

2. 发明申请

US20090094152A1 Systems and Methods for Allocating Size Among Trading Accounts 有权
标题翻译：交易账户中分配大小的系统和方法
公开(公告)号：US20090094152A1
公开(公告)日：2009-04-09
申请号：US12332659
申请日：2008-12-11
申请人： Scott Lopez , Charles Argyle , William D. Goldenthal , David Goddeau
发明人： Scott Lopez , Charles Argyle , William D. Goldenthal , David Goddeau
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q10/06311 , G06Q40/00 , G06Q40/02 , G06Q40/04
摘要： A system and method for allocating trades of financial instruments among multiple accounts comprising aggregating orders, wherein each order is associated with an account, and wherein each order has an original order size; allocating an executed order based on the aggregated order in a phase I allocation, wherein the phase I allocation is allocated on a pro-rata basis based on the original order size for each account, except for those accounts that would receive an amount less than a minimum allocation; allocating a remainder from the phase I allocation in a phase II allocation, wherein the phase II allocation is allocated among selected accounts in an amount greater than or equal to the minimum allocation or an amount that fills the original order size; repeating the phase II allocation until a remainder from the phase II allocation is less than the minimum allocation; and allocating a reminder from the phase II allocation in a phase III allocation according to predetermined criteria.
摘要翻译：一种用于在多个账户之间分配金融工具交易的系统和方法，包括聚合订单，其中每个订单与一个账户相关联，并且其中每个订单具有原始订单大小; 在阶段I分配中基于聚合顺序分配执行的订单，其中基于每个帐户的原始订单大小，按比例分配阶段I分配，除了那些将接收少于一个最低配置在阶段II分配中分配来自阶段I分配的剩余部分，其中阶段II分配在选定的帐户中以大于或等于最小分配的量分配，或者填充原始订单大小的量; 重复II期分配，直到第二阶段分配的余数小于最小分配; 并且根据预定标准在阶段II分配中从阶段II分配中分配提醒。

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