IP Portfolio Engine (term, maintenance fees, cost projection, valuation)

What it is

Paste OR upload a patent portfolio (patentId, filingDate, grantDate, jurisdiction, entityStatus) and get, per patent: the 20-year term from filing and expiration date (35 U.S.C. 154); the US maintenance-fee windows at 3.5 / 7.5 / 11.5 years from grant with the cited USPTO fee amount by entity status (37 CFR 1.20 / MPEP 2506); a portfolio cost projection summing upcoming fees over a horizon; and a clearly-labeled valuation HEURISTIC (discounted-remaining-life, NOT an appraisal). Date and term math is exact (EXACT verdict); the valuation is continuous and carries a numericTrust cross-check. HONEST: USPTO fees change (each amount is dated and links the live schedule to verify), foreign patents carry per-country annuities on a different schedule (flagged, out of scope), and the valuation is an estimate, not an appraisal. Batch CSV/JSON in, per-patent table + timeline chart out, CSV/JSON export. Deterministic, in-browser, no API/key/network/AI.

Honest scope

Authorities cited

• 35 U.S.C. 154(a)(2) - patent term of 20 years from the earliest US filing date. https://www.law.cornell.edu/uscode/text/35/154
• 35 U.S.C. 41(b),(h) - maintenance fees and the small/micro-entity fee reductions. https://www.law.cornell.edu/uscode/text/35/41
• 37 CFR 1.20(e),(f),(g) - the three US maintenance fees, due at 3.5, 7.5 and 11.5 years from grant. https://www.law.cornell.edu/cfr/text/37/1.20
• MPEP 2506 - Times for Submitting Maintenance Fee Payments (the 6-month window and 6-month surcharge grace). https://www.uspto.gov/web/offices/pac/mpep/s2506.html
• USPTO Fee Schedule - the current published maintenance-fee amounts (verify; fees change). https://www.uspto.gov/patents/laws/fees-and-payment/uspto-fee-schedule