Title:
【発明の名称】オプションを含む税引後の収益を最適化するためのコンピュータ化されたシステムおよび方法
Document Type and Number:
Japanese Patent JP2002537601
Kind Code:
A
Abstract:
A computerized system and method process financial securities and instruments to accurately determine and optimize the after-tax proceeds an investor could expect to have at the end of a holding period for each of a set of investment strategies and determines an optimal strategy for maximizing such after-tax proceeds. The computerized system and method receive tax and investment data, user-customized investment expectations, and financial adviser-based investment expectations at a processor; perform tax loss harvesting analysis on the user-customized investment expectations and the financial adviser-based investment expectations over a dynamic taxation time range using a predetermined software program; perform comparative pro-forma tax sensitivity analysis of the tax and investment data and the analyzed investment expectations using the predetermined software program; and determine and output an optimal after-tax investment strategy path from a plurality of investment strategy paths over the dynamic taxation time range using the predetermined software program to optimize the after-tax proceeds from the plurality of investment strategies. The predetermined software program may include a spreadsheet program.
Inventors:
Gottstein, David, Earl
Application Number:
JP2000600190A
Publication Date:
November 05, 2002
Filing Date:
February 18, 2000
Export Citation:
Assignee:
Dynamic Research Group
International Classes:
G06Q20/10; G06Q40/00; (IPC1-7): G06F17/60
Attorney, Agent or Firm:
Akira Asamura (3 outside)