Browse Prior Art Database

My Portfolio Integration

IP.com Disclosure Number: IPCOM000245914D
Original Publication Date: 2016-Apr-18
Included in the Prior Art Database: 2016-Apr-18

Publishing Venue

Undisclosed

This text was extracted from a PDF file.
This is the abbreviated version, containing approximately 18% of the total text.

Page 01 of 18

Online Banking Sept 2007 Release

My_Portfolio_(visio)_v1-9.vsd



Page 02 of 18

My Portfolio: Page Architecture

MP: Page Architecture Page 2 of 18

Online Banking

Search | Locations | Mail | Help | Sign-Off

Accounts

Bill Pay

Transfers

Investments

Customer Service

Accounts Overview

Account Details

My Portfolio

Alerts

Open an Account

Overview | Budgeting & Reports | Settings

Title

Module

Tab:On

Tab:Off

Tab:Off

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Lorum ipsum

Lorum ipsum

Lorum ipsum

Module

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Product Sales

510

1

2

205

2 0

760

Variable Width >>

747 >

984 >

Variable >>



Page 03 of 18

My Portfolio: Overview

MP: Overview Page 3 of 18

Online Banking

Search | Locations | Mail | Help | Sign-Off

Accounts

Bill Pay

Transfers

Investments

Customer Service

Accounts Overview

Account Details

My Portfolio

Alerts

Open an Account

Overview | Budgeting & Reports | Settings

Summary

Shows summary information of all added accounts on one page.

My Portfolio Overview

Net Worth

Summary

Investments

Rewards

Total Net Worth :$ 5,000,000

Change from 3/7/ - 4/7

+5,000.00 +15.20%

View Detailed Chart

Networth Summary

Account Type

Account Name

Balance

$800.00

 Banking Total Banking $1,200.00

update - last updated 11 hours ago

$400.00

update - last updated 11 hours ago

Total Assets: $1,200.00

Product Sales

Final Net Worth Summary (in USD): $1,200.00

Transactions

Manage Accounts

Status

Date

Description

Category

Amount

Account

posted

06/01/07

Automotive

-$15.00

Add other financial accounts Add manual accounts for offline assets

FAST LANE TOLPAY DES:VIRTUALPAY ID:6658068 INDN:STEPHEN KING CO ID:0754

posted

06/02/07

Teller deposit

Deposits

$1,000.00

CHECKCARD 0602 BAREFOOT BOOKS CAMBRIDGE MA 2479262715320049 9300054

posted

06/01/07

Hobbies

-$100.00

Email

The Email module allows you to view your email headlines from a variety of sources

Add more Emailaccounts >>

News

The News module allows you to view news headlines from a variety of sources

Add more Newsaccounts >>


Page 04 of 18

My Portfolio: Overview

MP:Overview:Investments Page 4 of 18

Online Banking

Search | Locations | Mail | Help | Sign-Off

Accounts

Bill Pay

Transfers

Investments

Customer Service

Displays the holding summary in all the investment accounts - default grouped by Account View.

The Account View can be changed to Holdings View, which is an option to group the entire portfolio across multiple accounts by holding.

Accounts Overview

Account Details

My Portfolio

Alerts

Open an Account

Overview | Budgeting & Reports | Settings

My Portfolio Overview

Net Worth

Accounts

Investments

Rewards

Investments

Shows Information from your Brokerage/Investment accounts

Total Net Worth :$ 5,000,000

Change from 3/7/ - 4/7

+5,000.00 +15.20%

View Detailed Chart

Portfolio total: $ 50,000.00

Total Cash: $ 5,000.00

Change from 3/7/ -...