U.S. federal trademark · Serial No. 99801158
Providing financial information services to individuals for personal investment portfolio tracking and analysis featuring valuation of cryptocurrency, digital assets, non-fungible tokens, stocks, and physical collectibles; cost basis monitoring; gain and loss analysis; exit strategy and dollar cost averaging guidance; consolidated net worth reporting; excluding investment advisory and brokerage services
Downloadable computer application software for mobile phones, namely, software for tracking and analyzing personal investment portfolios including cryptocurrency, digital assets, non-fungible tokens, stocks, and physical collectibles; monitoring investment cost basis, gains and losses; providing exit strategy analysis and dollar cost averaging recommendations; and displaying consolidated net worth across multiple asset classes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.