Systems and methods for administering investment portfolios based on transaction data

A system, comprising:

• a communications unit;
• a storage device;
• and
• at least one processor coupled to the storage device and to the communications unit, the storage device storing software instructions for controlling the at least one processor when executed by the at least one processor, and the at least one processor is operative with the software instructions and is configured to:
• receive a first signal from a device via the communications unit, the first signal being generated by an application program executed by the device, and the device being connected to the system across a communications network and associated with a first user;
• detect a network address associated with the received first signal;
• determine that the detected network address corresponds to a network address of a registered device associated with the first user;
• authenticate an identity of the first user based on the determination that the detected network address corresponds to the network address of the registered device;
• in response to the authenticated identity, retrieve, from the storage unit, first transaction data associated with the detected network address, the first transaction data identifying first products purchased from corresponding retailers;
• obtain second transaction data identifying second products purchased by a second user associated with the first user;
• identify a first security based on the first transaction data and the second transaction data, the first security having an issuer, and the issuer being a manufacturer or a distributor of the first or second products;
• and
• generate and transmit, via the communications unit, a second signal comprising information that identifies the first security to the detected network address of the device, the information causing the application program executed by the device to generate and present a graphical representation of the first security through an interface.

A tangible, non-transitory computer-readable medium storing instructions that, when executed by at least one processor, cause the at least one processor to perform a method, comprising:

• receiving a first signal from a device connected to a system across a communications network, the first signal being generated by an application program executed by the device, and the device being associated with a first user;
• detecting a network address associated with the received first signal;
• determining that the detected network address corresponds to a network address of a registered device associated with the first user;
• authenticating an identity of the first user based on the determination that the detected network address corresponds to the network address of the registered device;
• in response to the authenticated identity, retrieving, from a storage unit of the system, first transaction data associated with the detected network address, the first transaction data identifying first products purchased from corresponding retailers;
• obtaining second transaction data identifying second products purchased by a second user associated with the first user;
• identifying a first security based on the first transaction data and the second transaction data, the first security having an issuer, and the issuer being a manufacturer or a distributor of the first or second products;
• and
• generating and transmitting a second signal comprising information that identifies the first security to the detected network address of the device, the information causing the application program executed by the device to generate and present a graphical representation of thefirst security through an interface.