Automated investment portfolio management
AssigneeNUKU Inc.
InventorCarson Cole
Life of this patent
Estimating the term…
Abstract
A computer-implemented asset management method automatically selects, creates, and maintains individual portfolios for investors. The method includes: receiving from a client, via one or more computer systems, a client plan that includes risk information indicative of a relative risk desired by the client; receiving client funds for investment; creating asset profiles for individual investment assets, respectively, at least some of the individual investment assets being securities; selecting for the client a personal subset of the investment assets based on the client plan and the asset profiles of the individual assets in the personal subset; and creating a personalized client portfolio of assets by automatically investing the client funds in the personal subset of the investment assets.
Claims27
A computer-implemented method of managing assets, comprising:
- receiving from a client, via one or more computer systems, a client plan that includes risk information indicative of a relative risk desired by the client;
- receiving client funds for investment;
- creating asset profiles for individual investment assets, respectively, at least some of the individual investment assets being securities;
- selecting for the client a personal subset of the investment assets based on the client plan and the asset profiles of the individual assets in the personal subset;
- and
- creating a personalized client portfolio of assets by automatically investing the client funds in the personal subset of the investment assets.
A non-transitory computer readable medium storing instructions that, when executed by one or more computers, perform a method comprising:
- receiving via one or more computer systems a client plan that includes risk information indicative of a relative risk desired by the client;
- receiving client funds for investment;
- creating asset profiles for individual investment assets, respectively, at least some of the individual investment assets being securities;
- selecting for the client a personal subset of the investment assets based on the client plan and the asset profiles of the individual assets in the personal subset;
- and
- creating a personalized client portfolio of assets by automatically investing the client funds in the personal subset of the investment assets.
A computer system for managing assets, comprising:
- a user interface configured to receive a client plan that includes risk information indicative of a relative risk desired by the client;
- a research engine configured to receive asset profiles for individual investment assets, respectively, at least some of the individual investment assets being securities;
- a portfolio engine configured to select for the client a personal subset of the investment assets based on the client plan and the asset profiles of the individual assets in the personal subset;
- and
- an execution engine configured to create a personalized client portfolio of assets by automatically investing the client funds in the personal subset of the investment assets.
Dependencies are inferred from the claim text.