U.S. federal trademark · Serial No. 77659863 · Reg. No. 3684699
Computer software programs for use in the field of financial Portfolio Management that will provide an interacting multifunction capability to automatically perform Investment Portfolio Tasks for: (1) classification of equities into BUY or HOLD or SELL ratings, (2) to measure and report profit or loss of Portfolio and the individual Portfolio members consisting of Stocks, Bonds, Real Estate and Money Market Securities to meet or exceed or failure to meet a planned Portfolio value and annual growth rate and (3) a capability that a specific measured or estimated Portfolio value and annual growth rate will completely support activities, taxes and living expenses requirements continuously to a specific person's age limit
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