|Publication number||US3711014 A|
|Publication date||Jan 16, 1973|
|Filing date||Aug 16, 1971|
|Priority date||Aug 16, 1971|
|Publication number||US 3711014 A, US 3711014A, US-A-3711014, US3711014 A, US3711014A|
|Original Assignee||J Tucker|
|Export Citation||BiBTeX, EndNote, RefMan|
|Patent Citations (6), Referenced by (3), Classifications (6)|
|External Links: USPTO, USPTO Assignment, Espacenet|
United States Patent [191 Tucker  PERSONAL PORTFOLIO COMPUTER  Inventor: Joseph A. Tucker, 6340 Reeds Drive, Mission, Kans. 66202  Filed: Aug. 16, 1971  Appl. No.: 171,958
Primary Examiner-Stephen J. Tomsky Attorney-Lowe, Kokjer, Kircher, Wharton and Bowman [4 1 Jan. 16, 1973 57 ABSTRACT A personal portfolio computer having a primary utility as a record keeping and stock value calculating device is generally constructed h the form of an envelope with rectangularly shaped substantially flat sides being interconnected along the opposite longer parallel edges. In the assembled form, the two flat sides with transparent portions therein, is a pocket size envelope with a substantially flat slide located between the two sides and having a scale thereon so that it is visible through .one of the transparent sides. The adjacent transparent side has a corresponding scale located thereon so that the slide may be manipulated for slide rule type calculations. The opposite side of the envelope structure has a record keeping means located between the two sides with the record keeping portion visibly apparent through the opposite transparent side, and with a portion of the record keeping means ex tending exteriorly of the transparent sides so that current data computed by the slide rule type structure may be recorded thereon. That portion of the per manent data on said record keeping means between said sides is protected by the presence of the transparent side.
3 Claims, 4 Drawing Figures PATENTEDJAN 1s I975 mummy-21.1-
INVENTOR Wake) Jasep ,4.
PERSONAL PORTFOLIO COMPUTER My recording and calculating device has been constructed to provide a quick and convenient pocket size computer that will enable the owner of stocks and bonds to quickly calculate the current value, dividends and the per cent of investment returned.
In the past, various charts, graphs, and ticker tape strips or other printed out information in various combinations have been utilized to update the current value of stocks and bonds. For an'investor who maintains a constant check on a number of investments, the computation necessary to keep informed required the assemblage of some sort of calculator and an associated list of invested securities including the pertinent information concerning each individuals security be it common stock, bonds or the like. As holdings are increased, it became almost necessary to assemble the needed data in a brief case or desk drawer and to become involved in proliferous activity in arranging data, making calculations, and charting or otherwise recording the progression (or lack of it) in a particular stock or security portfolio.
My invention has obviated many of the abovedescribed difficulties and has combined record keeping and calculating into a single device that can be conveniently carried in the breast or hip pocket and which helps an investor calculate the current value and immediately afford a record keeping surface at the same time. The device will comprise an envelope shaped structure with transparent side portions and with a slide rule type C & D scale located on a center sliding member within the envelope structure cooperating with the appropriate scale located on one of the sides of the envelope. The opposite envelope side will have a stock chart with permanent information on the chart located between the sides of the envelope structure and visibly apparent through the opposite transparent side and with a portion of the chart extending exteriorly of the transparent side. This accessible chart portion is located towards the central portion of the opposite side for recording current information such as changes in value, per cent return, etc. In this fashion, both calculating and record keeping device are combined into a single inexpensive and convenient to use structure and cooperate in a unique fashion to utilize needed features of the combined structure.
A primary object of my device is to provide a uniquely constructed combination record recording and calculating device. It is a feature of my invention that both of the above-mentioned functions are combined in a structure which is of sufficient size to be easily carried on the person of an individual investor.
Another object of my invention is to provide a device of the character described which provides'for billboard space for advertising and which serves as a constant reminder to the user of certain services, such as brokerage services, which may be needed by one utilizing the device.
A further object of my invention is to provide a combination recording and calculating device suitable for calculating and recording current value of stocks, bonds and percent of invested return.
A still further object of my invention is to provide a uniquely constructed recording and calculating device which is small enough to be carried in a mans pocket I of a ladies pocket book while at the same time being rugged enough to withstand repeated use.
Other and further objects of the invention, together with the features of novelty appurtenant thereto, will appear in the course of the following description.
DETAILED DESCRIPTION OF THE INVENTION In the accompanying drawing, which forms a part of the specification and is to be read in conjunction therewith and in which like reference numerals are employed to indicate like parts in the various views:
FIG. 1 is a side elevational view of the record keeping portion of my combined recording and calculating device;
FIG. 2 is an elevational view of the calculating portion of my device;
FIG. 3 is an enlarged sectional view of the device shown in FIG. 1 taken generally along the line 3-3 of FIG. 1 in the direction of the arrows with a center portion broken away; and
FIG. 4 is a partial sectional view (reduced in size from that shown in FIG. 3) taken along the line 44 of FIG. 3 in the direction of the arrows.
Turning now more particularly to the drawing, reference numeral 10 represents the transparent plastic material that forms a portion of one of the sides of the envelope type structure. The transparent plastic indicated (by the numeral 10) occupies a substantial portion of the side of the device that is used, in the main, for record keeping purposes and is generally rectangular in shape extending from the left-hand vertical edge (FIG. 1) to the right-hand vertical edge thereof and to the upper and lower portions of the record keeping side eventually terminating in strips of opaque reinforcing or binding material 11 (at the upper portion) and 12 (at the lower portion).
As seen in FIG. 3, this opaque material may have a gummed surface similar to binding tape or the like and when applied to the edge side surface portions will be shaped somewhat similar to an enlarged horizontal .I (FIG. 4). This binder will extend over the upper (as in FIG. 1) edge of the device and bind (or help to bind) the opposite transparent side portion 13 which accommodates the utilization of a calculating device in the form of a conventional slide rule scale. Further, the FIGS. 2 and 4 clearly indicate that the opaque binding material will extend further towards the center of the transparent side 13 then on the transparent record keeping side 10 so that a more narrow window" is available on side 13 than on side 10.
For further reinforcing purposes, a rectangularly shaped card slightly smaller than the envelope structure itself will be fixedly positioned between the upper and lower rounded edge portions of opaque binders (l1 and I2) and will have at least the right-hand portion thereof visible throughthe transparent plastic side 10. This reinforcing card also serves as a means for connecting the record keeping charts as well as supplying convenient billboard space for advertising purposes on the previously mentioned right-hand card portion.
The numeral 15 is used to indicate a slidable card that is similar in shape to the reinforcing card 14 but slightlysmaller in order to facilitate the reciprocating movement of same with respect to the envelope structure. The slide card 15 has a scale 15a located thereon which cooperates with a similar scale 130 on the calculating side of the envelope (transparent side 13) to perform usual slide rule calculations. It is also contemplated that the size of the transparent portion of side 13 be large enough to permit additional billboard space on the slide card 15 for observation therethrough. This billboard space may serve'as a display area for either advertising indicia or operating instructions on the device. Further, the enlarged lower binder area 11 and 12 may usually be used as a billboard for the same or similar purposes.
Returning now once again to the data recording side of the envelope, it was suggested that the suitable charts for recording necessary information would be attached (by glueing, stapling, etc.) to the reinforcing card 14 for utilization therewith. The envelope structure and reinforcing board combination, permits a single card or group of cards with a cart imprinted thereon (generally indicated by the numeral 16) to be attached at its left-hand portion thereof to the reinforcing card between the outer surface of same and the inner surface of the transparent side 10. In this manner, the cards (or group of cards) will be suitably ruled to coin- V cide with a column designation which may be imprinted on the appropriate binder surface 11 thereby permitting the data to be recorded on the left-hand card portion and to be protected by the transparent side 10. The right-hand portion of the card (or group of cards) will be permitted to extend exteriorly of the transparent side at a location slightly less than one half the length of the envelope structure. This is permitted by a vertical slit 10a in the transparent plastic. In this manner, the right-hand portion of the card 16 may be used to to record current information and changes with respect to a listed security (stocks or bonds) which has been recorded on the left-hand column of the card enclosed by the envelope structure and behind the transparent plastic side 10.
It is contemplated that the above-described structure could be manufactured in several forms and not depart from the spirit of the'invention. For instance, the transparent sides could be an endless loop of transparent plastic which has been appropriately sized and pressed substantially flat. Alternatively, the structure could be manufactured from individual sheets of plastic with appropriate binders applied at the edge portions to facilitate the interconnection of same into the envelope structure. Also, the reinforcing cardboard and slide member card could be manufactured from various materials and is not limited to the utilization of cardboardas it could well be made entirely of plastic with the appropriate scales advertising indicia and informational material imprinted directly thereon.
From the foregoing, it will be seen that this invention is one well adapted to attain'all of the ends and objects hereinabove set forth together with other advantages which are obvious and which are inherent to the structure.
It will be understood that certain features and subcombinations are of utility and may be employed without reference to other features and su'bcombinations.
As many possible embodiments may be made of the invention without departing from the scope thereof, it is to be understood that all matter herein set forth or shown in the accompanying drawing is to interpreted as illustrative and not in a limiting sense.
Having thus described my invention, I claim: l. A recording and calculating device comprising an envelope type structure having at least two substantially flat sides with transparent portions therein, each one of said sides having at least two edges that interconnect with the other side and two edges that are open thereby forming said envelope structure, 1 substantially flat member located between said sides and slidably movable with respect'thereto so that a portion of said member may slidably extend out of said opened edges of said envelope structure, said flat member having acalculating scale thereon which is visible through said transparent portion of one of said sides, said side adjacent said visible scale having a scale located thereon that cooperates with said sliding member scale to facilitate in making slide rule type calculations, a means for recording data thereon, said means having a first portion located between said sides, said first portion being visible through said other tra'nsparent side portion, said other transparent side portion having an opening intermediate said open edges thereby permitting a second portion of said data recording means to extend therethrough and to be accessible from the exterior of said envelope .for recording further data atleast a part of which is computable by the utilization of said scales.
2. The combination as in claim 1 wherein said envelope structure includes a reinforcing card located between the two interconnected edges.
3. The combination as in claim 2 wherein said'means for recording said data is fixedly attached at a first edge portion thereof to said reinforcing card, said data recording means having a second edge portion opposite said first edge portion which extends through an opening in said other transparent side portion, said data recording means thereby having one portion covered by said transparent other side and visible therethrough as well as a second portion which is supported for recording purposes on the exterior of said envelope.
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|Citing Patent||Filing date||Publication date||Applicant||Title|
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|US7447653 *||Mar 22, 2000||Nov 4, 2008||Fujitsu Limited||Electronic commerce system and computer-readable storage medium thereof|
|EP0372607A2 *||Nov 20, 1989||Jun 13, 1990||Ettore Fulgenzi||A sliding rule for conversion tables, address directories and similar references, made of cardboard or the like|
|U.S. Classification||235/70.00R, 235/89.00R, 40/490|