Methods, systems, and computer-readable media for producing a fiduciary score to provide an investment outlook model
AssigneeFinancial Tracking Technologies, LLC
InventorWalter Anthony Turner
Life of this patent
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Abstract
According to one or more disclosed embodiments, a plurality of data inputs is received from a plurality of information sources regarding one or more investment portfolios, and the received plurality of data inputs is processed using a data model. The data derived from the processing of the received plurality of data inputs is then outputted. Also, the outputted data is checked against one or more predetermined guidelines. The data model can thus be continuously optimized in response to the checking of the outputted data against the one or more predetermined guidelines.
Claims20
A method of securities trading, the method comprising:
- receiving a plurality of data inputs from a plurality of information sources regarding one or more investment portfolios;
- processing the received plurality of data inputs using a data model;
- outputting data derived from the processing of the received plurality of data inputs;
- checking the outputted data against one or more predetermined guidelines;
- and
- continuously optimizing the data model in response to the checking of the outputted data against the one or more predetermined guidelines.
A non-transitory computer readable medium containing program instructions that cause a computer to execute a process, the process comprising:
- receiving a plurality of data inputs from a plurality of information sources regarding one or more investment portfolios;
- processing the received plurality of data inputs using a data model;
- outputting data derived from the processing of the received plurality of data inputs;
- checking the outputted data against one or more predetermined guidelines;
- and
- continuously optimizing the data model in response to the checking of the outputted data against the one or more predetermined guidelines.
Dependencies are inferred from the claim text.