U.S. federal trademark · Serial No. 99848228
Downloadable software in the nature of a mobile application for tracking and analyzing investment portfolios, calculating cost basis, and displaying financial performance metrics; Downloadable computer software platforms for investment portfolio tracking, performance analytics, and financial planning
Providing online non-downloadable computer software platforms for investment portfolio tracking, performance analytics, and financial planning; Providing temporary use of a non-downloadable web application for tracking and analyzing investment portfolios, calculating cost basis, and displaying financial performance metrics
Financial portfolio management; Financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.