The Toronto-Dominion Bank
SYSTEMS AND METHODS FOR MANAGING ALLOCATION OF RESOURCES

Abstract:

A processor-implemented method is disclosed. The method includes: receiving, via a client device, a first user input indicating a target allocation for one or more trading accounts, the target allocation identifying an allocation of tradeable objects in the one or more trading accounts; generating a set of trade orders, wherein the generating includes: comparing the target allocation to current holdings of tradeable objects in the one or more trading accounts to identify differences between the target allocation and the current holdings; and generating one or more trade orders based on the identified differences, the trade orders intended to conform the holdings to the target allocation; receiving, via the client device, a second user input requesting a re-allocation of tradeable objects in the one or more trading accounts; in response to receiving the second user input, execute the set of trade orders, wherein the executing includes: determining, for at least one of the trade orders, one or more respective preconditions associated with executing the trade order; executing the trade orders, wherein a given one of the trade orders is executed responsive to the associated preconditions being satisfied.