{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8478675","patent":{"patent_number":"US-8478675","title":"Systems and methods to rebalance portfolios of securities","assignee":null,"inventors":[],"filing_date":"2012-05-04T00:00:00.000Z","publication_date":"2013-07-02T00:00:00.000Z","cpc_codes":["G06Q"],"num_claims":21,"abstract":"A system and associated method if provided for rebalancing a client's portfolio of securities. A client device is provided with a client interface that is configured to receive a client's rebalance order which includes fraction shares. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine and an inventory account are included. A targets engine determines a target number of long and shorted shares of a security to be held by the inventory account. A trading engine that is configured to process a client's rebalance order of a client's portfolio. The client receives a list of current positions, selects a share-weighted portfolio, chooses an alternate weighting, and decides to: (i) add funds, (ii) remove funds or (iii) rebalance the share-weighted portfolio."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Systems and methods to rebalance portfolios of securities","description":"A system and associated method if provided for rebalancing a client's portfolio of securities. A client device is provided with a client interface that is configured to receive a client's rebalance or","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8478675","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-8478675","citation_suggestion":"Patentable. \"Systems and methods to rebalance portfolios of securities\" (US-8478675). https://patentable.app/patents/US-8478675","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8478675","json":"https://patentable.app/api/llm-context/US-8478675","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-30T15:34:00.787Z"}