Method and apparatus for managing taxable events within a portfolio
CA 2344335 A1 · Owner: Folio Trade Llc · Inventors: Wallman, Steven M. H.
Overview
Its claims, description and drawings are in the Canadian Patents Database.
Open the CIPO recordAbstract From the Canadian patent
A method and apparatus for enabling a small investor with a portfolio of securities to measure and manage the taxable events created by buying and selling securities in the portfolio. A presentation and graphical display format directly linked to the system managing the portfolio of securities enables the investor easily to make a selection as to the shares to be sold for the desired cash (11) and tax results (12). Once the investor selects his preferred outcome (15, 16, 17, 18, 19) the system notes those securities. The noted securities can then be sold in accordance with the seller's instructions and pursuant to whatever system the seller is using for securities dispositions.
Read the whole patent
Listed from its CIPO record in Patent Yard's archive of Canadian patents past their term. Its claims, description and drawings are in the CIPO record and on Google Patents, and the Claude kit works from them.
Why it's free to use
- Filed September 9, 1999. No grant is recorded for it in Canada; had it been granted, its 20-year term would have ended September 9, 2019.
- A certificate of supplementary protection adds at most two years for a drug, so even that would have ended by September 9, 2021.
- We check Canadian rights only. A patent in its family in another country could still be in force: check its family on Google Patents.
Timeline
Timeline From CIPO dates
Sources & verification
Official CIPO records
Everything on this page comes from the CIPO record linked above. Contains information licensed under the Open Government Licence – Canada.