System and method for optimizing the number of units of a security purchased or sold on a periodic basis

摘要: A system and method for calculating a number of units security or other investment instrument to be traded periodically in fluctuating market manner that optimizes the per-unit dollar value corresponding transaction. The each comprise equations purchased sold during plurality transaction periods based upon (1) target amount money purchasing, received from sale of, period, (2) non-zero baseline unit price (3) current per period. In one embodiment, equation further includes gain control that, when all variables are fixed, allows an investor adjust suit his goals and/or conditions.