Securities trade monitoring and evaluation system

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20070083452A1
SERIAL NO

11351633

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ATTORNEY / AGENT: (SPONSORED)

Importance

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Abstract

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A security price evaluation and exception reporting system and method evaluate an offer price or executed price for a security, such as a bond. Current offerings, past trades, or other market information related to the bond are selected based on first user selectable criteria. Current offerings, past trades, or other market information related to other bonds are selected based on second user selectable criteria. The second security has similar characteristics, which are user selectable, to the bond. An indication of a price of the bond is generated based on the selected current offerings or past trades and the third and fourth user selectable criteria.

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First Claim

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Patent Owner(s)

Patent OwnerAddress
BONDDESK GROUP LLCONE LOVELL AVENUE MILL VALLEY CA 94941

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Crampton, Ronald Hillsborough, CA 1 39
Jacoby, Stephanie New York, NY 1 39
Martin, Mark Lake Orion, MI 53 2218
Mayle, Jan Bernardsville, NJ 3 39
Waluk, Dave Mill Valley, CA 1 39

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