# US 2017/0287074 A1 · Data structures for transfer and processing of financial data > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2017/0287074 A1 - Document ID: US20170287074A1 - Status: Published application - Kind: A1 - Application number: 15/472,004 - Filed: 2017-03-28 - Published: 2017-10-05 - Earliest claimed: 2016-03-30 - Assignees: Nvstr Technologies Inc. - Applicants: Nvstr Technologies LLC - Inventors: Patrick J. Aber; Bernard M. George - Web page: https://patentgrep.com/patent/US20170287074A1 ## CPC - G06Q 40/06: Asset management; Financial planning or analysis - G06Q 40/04: Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract An example computer-implemented method includes retrieving, by at least one processor, one or more first data structures pertaining to a current state of a financial portfolio of a first user, one or more second data structures pertaining to one or more historical and/or current states of a financial market, one or more third data structures pertaining to one or more predictions regarding one or more financial assets of the financial market, and one or more fourth data structures pertaining to the first user's preferences with respect to the financial portfolio. The method also includes determining, by the at least one processor, one or more transactions to be conducted on the financial market based on the first, second, third, and fourth data structures. The method also includes executing, by the at least one processor, the one or more transactions. ## Claims ### Claim 1 A computer-implemented method comprising: retrieving, by at least one processor: one or more first data structures pertaining to a current state of a financial portfolio of a first user; one or more second data structures pertaining to one or more historical and/or current states of a financial market; one or more third data structures pertaining to one or more predictions regarding one or more financial assets of the financial market; and one or more fourth data structures pertaining to the first user's preferences with respect to the financial portfolio; determining, by the at least one processor, one or more transactions to be conducted on the financial market based on the one or more first data structures, the one or more second data structures, the one or more third data structures, and the one or more fourth data structures; and executing, by the at least one processor, the one or more transactions. ### Claim 2 (depends on 1) The method of claim 1, further comprising retrieving the one or more predictions from one or more second users different than the first user. ### Claim 3 (depends on 2) The method of claim 2, wherein at least one prediction comprises: an identity of a particular second user; an indication of a particular financial asset of the financial market; and an indication of a predicted future price or return of that financial asset. ### Claim 4 (depends on 3) The method of claim 3, wherein the at least one prediction further comprises an indication of the particular second user's confidence regarding the at least one prediction. ### Claim 5 (depends on 2) The method of claim 2, wherein at least one of the one or more third data structures comprises: a data field containing an identity of the particular second user; a data field containing an indication of the particular financial asset of the financial market; and a data field containing an indication of a predicted future price or return of that financial asset. ### Claim 6 (depends on 1) The method of claim 1, wherein the first user's preferences correspond to at least one of: a risk tolerance of the first user with respect to the financial portfolio; a leverage threshold with respect to the financial portfolio; a volatility tolerance of the first user with respect to the financial portfolio; a cash reserve threshold with respect to the financial portfolio; and one or more asset allocation criteria with respect to the financial portfolio. ### Claim 7 (depends on 1) The method of claim 1, wherein determining the one or more transactions to be conducted on the financial market comprises: determining, by the one or more processors, a target state of the financial portfolio based on the one or more first data structures, the one or more second data structures, the one or more third data structures, and the one or more fourth data structures; determining, by the one or more processors, a difference between the target state of the financial portfolio and the current state of the financial portfolio; and determining, by the one or more processors, the one or more transactions to be conducted on the financial market to align the current state of the financial portfolio to the target state of the financial portfolio. ### Claim 8 (depends on 1) The method of claim 1, wherein the one or more transactions are executed in response to receiving an indication to execute the one or more transactions from the first user. ### Claim 9 (depends on 8) The method of claim 8, wherein the one or more transactions are executed substantially simultaneously. ### Claim 10 (depends on 1) The method of claim 1, wherein the one or more transactions are executed automatically. ### Claim 11 (depends on 1) The method of claim 1, further comprising: retrieving the one or more predictions from the first user; generating one or more fifth data structures based on the one or more predictions from the first user; and transmitting the one or more fifth data structures to one or more second users. ### Claim 12 (depends on 11) The method of claim 11, further comprising: generating, by the at least one processor, a notification based on at least one of the one or more first data structures, the one or more second data structures, the one or more third data structures, the one or more fourth data structures, and the one or more fifth data structures; and displaying the notification to the first user. ### Claim 13 (depends on 12) The method of claim 12, wherein at least one of the third data structures is retrieved from a second user, and wherein the notification is generated based on the at least one third data structure retrieved from the second user. ### Claim 14 (depends on 11) The method of claim 11, further comprising: retrieving, by the at least one processor, one or more sixth data structures pertaining to a financial portfolio of a second user; generating, by the at least one processor, a notification based on the one or more sixth data structures; and displaying the notification to the first user. ### Claim 15 (depends on 14) The method of claim 14, further comprising: retrieving, by the at least one processor, one or more seventh data structures pertaining to an association between two or more users of a social media platform; generating, by the at least one processor, a second notification based on the one or more seventh data structures; and displaying the second notification to the first user. ### Claim 16 (depends on 11) The method of claim 11, further comprising: generating, by the at least one processor, a plurality of notifications based on at least one of the one or more first data structures, the one or more second data structures, the one or more third data structures, the one or more fourth data structures, and the one or more fifth data structures; and displaying the notifications to the first user, wherein at least some of the notifications are displayed concurrently in a feed. ### Claim 17 (depends on 15) The method of claim 15, wherein at least one of the third data structures is retrieved from a second user, and wherein at least one of the notifications is generated based on the at least one third data structure retrieved from the second user. ### Claim 18 (depends on 11) The method of claim 11, further comprising: retrieving, by the at least one processor, one or more sixth data structures pertaining to a financial portfolio of a second user; generating, by the at least one processor, a plurality of notifications based on the one or more sixth data structures; and displaying the notification to the first user. ### Claim 19 (depends on 18) The method of claim 18 further comprising: retrieving, by the at least one processor, one or more seventh data structures pertaining to an association between two or more users of a social media platform; generating, by the at least one processor, a second plurality of notifications based on the one or more seventh data structures; and displaying the second plurality of notification to the first user. ### Claim 20 (depends on 1) The method of claim 1, further comprising: retrieving, by the at least one processor, one or more eighth data structures comprising one or more statements received from the first user regarding a particular financial asset or a particular prediction regarding a financial asset; presenting, by the at least one processor, the one or more statements to one or more second users; receiving, by the at least one processor, one or more votes regarding the one or more statements from the one or more second users; and presenting, by the at least one processor, the one or more statements and indications of the one or more votes to the first user and the one or more second users. ### Claim 21 (depends on 20) The method of claim 20, wherein presenting the one or more statements and the indications of the one or more votes comprises: presenting the one or more statements and the indications of the one or more votes in a list, wherein the list is sorted based on the one or more votes. ### Claim 22 (depends on 21) The method of claim 21, wherein presenting the one or more statements and the indications of the one or more votes further comprises: filtering the list based on the one or more votes. ### Claim 23 (depends on 1) The method of claim 1, wherein executing the one or more transactions comprises executing the one or more transactions in a simulated environment.