G06Q 40/062
Investment screening, selection or watchlist
Official title: {Investment screening, selection or watchlist}
G06Q40/062 (Investment screening, selection or watchlist) appears on 7 US grants and 26 published applications in this corpus.
Search patents in G06Q- Granted patents
- 7
- Published applications
- 26
- Assignees
- 17
- Inventors
- 59
- Latest grant
- 28 Apr 2026
Filings by year
| Year | Granted patents | Published applications |
|---|---|---|
| 2019 | 0 | 1 |
| 2020 | 0 | 0 |
| 2021 | 0 | 0 |
| 2022 | 1 | 2 |
| 2023 | 0 | 2 |
| 2024 | 2 | 3 |
| 2025 | 1 | 4 |
| 2026 | 3 | 14 |
By publication year. 2026 runs to 8 Oct.
Recent patents
- Geospatial data processing and alerting platform for financial risk monitoring28 Apr 2026US 12,614,233 B1Morgan Stanley Services Group Inc.
- Differential evolution algorithm to allocate resources24 Feb 2026US 12,561,744 B2Hartford Fire Insurance Company
- Optimization and prioritization of account directed distributions in an asset management system20 Jan 2026US 12,530,723 B2Nisa Investment Advisors, L.L.C.
- Systems and methods for dynamic pricing of collective investment vehicles17 Jun 2025US 12,333,601 B2D12 Ventures, LLC
- Differential evolution algorithm to allocate resources17 Sep 2024US 12,094,001 B2Hartford Fire Insurance Company
- Optimization Engine For Multi-Investor Portfolio Aggregation8 Oct 2026US 2026/0311257 A1ExchangiFi LLC
- Low-latency accelerator and low-latency acceleration method1 Oct 2026US 2026/0301009 A1Chung Yuan Christian University
- Portfolio optimization using automated data orchestration performance optimization engines, ai analytics, and multi-dimensional performance integration1 Oct 2026US 2026/0301073 A1Sterling Investment Partners Advisers, L.L.C.
- Determination device, determination method, and non-transitory computer-readable medium1 Oct 2026US 2026/0301074 A1NEC Corporation
- Recommendation engine and systems and methods therefor23 Jul 2026US 2026/0212419 A1
Most cited
By later US patents
No patent in this class has been cited by a later US patent yet.