Method and apparatus for investment strategies derived from various research methodologies and extractions
OwnerMichelle Sarkany, Thomas Sarkanyinventors
Life of this patent
Estimating the term…
Abstract
The present invention provides a computer based apparatus and methodology for generating investment strategies for individuals by using a variety of research and screening methodologies to extract investment tools and data from publicly available data basis, while also utilizing computerized search skills, this business model looks to improve on investment methods currently offered by brokers and registered investment advisors. Several modules are provided that perform certain analyses based on information from the investor as well as other sources. Each module can be used as a stand-alone unit or can share information and prepare aggregate reports to the investor.
Claims1
An apparatus generating financial information comprising:
- an input receiving investor information from an inventor;
- a portal to external financial and other external information;
- several modules receiving said investor and said external information and operating on said information to generate proposed financial strategies to an investor and
- an output module generating at least one financial strategy to the investor.
Dependencies are inferred from the claim text.