CPC G06Q 50/06 (2013.01) [G06F 16/219 (2019.01); G06F 16/22 (2019.01); G06Q 40/04 (2013.01); G06Q 40/06 (2013.01); H02J 7/0013 (2013.01); H02J 7/00711 (2020.01); H02J 3/388 (2020.01)] | 26 Claims |
1. A system comprising:
a processor and a non-transitory memory device which stores computer executable instructions that, when executed by the processor, cause the processor to:
analyze, periodically, a portfolio database coupled with the processor and having stored therein data indicative of a portfolio of positions in a plurality of financial instruments each having an underlying product, the portfolio containing at least one position in a product whose value varies, at least in part, on an annual recurring basis, to identify such variance in the portfolio without having to specifically identify the at least one position from among the remaining positions; and
compute, based on the analysis, a margin requirement for the portfolio accounting for the identified variance;
regulate, automatically based on the computed margin requirement, storage of an asset, whose value fluctuates based on one or more of the underlying products, in a storage device in electronic communication with the processor by sending an instruction thereto via a network coupled between the processor and the storage device to electronically one of increase or decrease an amount of the asset stored therein as a function of the computed margin requirement.
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