IP Portfolio
Five issued patents.
A foundation dating to 2012.
BlockCopy’s IP strategy centers on five issued U.S. patents covering specific computerized workflows for trade replication, trade bundling and portfolio synchronization.
5Issued U.S. patents
2Connected patent families
1Pending U.S. application
2012Earliest claimed priority
of the pending application
The issued portfolio
Two connected patent families.
From an individual trading instruction to a coordinated portfolio, the portfolio addresses how connected accounts participate in combined execution.
Trade replication
and bundling
2
The trade-replication family addresses how a lead trader’s instruction is translated into eligible follower trades, combined for execution and allocated among participating accounts.
System and Method for Automated Trade Replication Trade Bundling and Detachment
Granted January 15, 2019
Estimated expiration June 13, 2033
System and Method for Automated Trade Replication Trade Bundling and Detachment
Granted January 4, 2022
Estimated expiration June 13, 2033
Patent numbers link to the corresponding issued publications and claims.
Portfolio
synchronization
3
The synchronization family addresses connected-account data and coordinated execution, with claimed workflows that include follower trade proposals, approval controls, security exclusions or account-balance checks.
System and Method for Portfolio Synchronization
Granted June 13, 2017
Estimated expiration June 13, 2033
System and Method for Portfolio Synchronization
Granted May 14, 2019
Estimated expiration June 13, 2033
System and Method for Portfolio Synchronization
Granted August 24, 2021
Estimated expiration August 29, 2033
Grant dates and full issued titles are drawn from the linked patent publications.
Expiration dates are estimates from public patent records, subject to maintenance fees, patent-term adjustments, disclaimers and other legal events.
Scope note. Patent coverage depends on the issued claims. Pending claims remain subject to examination, and entitlement to an earlier priority date depends on supporting disclosure and applicable requirements.