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US 2020/0286403 A1Published application
System and platform for providing investment related training
AssigneeIbble, Inc.
InventorsRaymond J. Kaminski, Eric J. Albee, Irving W. Lee
Life of this patent
Estimating the term…
Abstract
A platform configured to education users associated with trading in assets such as stock, bonds, and cryptocurrency. In some cases, the platform may be configured to identify individuals that are skilled with respect to trading one or more type of asset based on a user's performance in various types of content hosted by the platform.
Claims20
A system comprising:
- one or more communication interfaces;
- one or more processors;
- and
- computer-readable storage media storing computer-executable instructions, which when executed by the one or more processors cause the one or more processors to perform operations comprising:
- sending to a user device a plurality of article summaries, the plurality of article summaries having related content;
- sending to a user device video content, the video content associated with the related content of the plurality of article summaries;
- sending to the user device the set of knowledge-based questions associated the related content of the plurality of article summaries;
- receiving, from the user device answers to the set of knowledge-based questions;
- qualifying a user associated with the user device to participate in a trading simulation in response to receiving the answers;
- receiving, from the user device, an activation signal, the activation signal associated with a predetermined strategy;
- purchasing assets within the trading simulation based at least in part on the predetermined strategy on behalf of the user;
- determining an earnings value associated with the user and the trading simulation in response to the period of time elapsing;
- identifying the user as an influencer based at least in part on the earnings value;
- and
- matching the user with a third-party investor in response to identifying the user as an influencer.
12 more elements
A method comprising:
- sending to a user device a plurality of article summaries associated with a set of companies;
- sending to a user device video content, the video content associated with the set of companies;
- determining that a user of the user device consumed the video content;
- qualifying the user to receive a set of knowledge-based questions in response to determining that the user consumed the video content, the set of knowledge-based questions related to the plurality of article summaries;
- sending to the user device the set of knowledge-based questions;
- receiving, from the user device, a response, the response associated with answers to the set of knowledge-based questions;
- qualifying a user associated with the user device to participate in a trading simulation in response to receiving the response;
- receiving, from the user device, an activation signal, the activation signal associated with a predetermined strategy;
- purchasing assets based at least in part on the predetermined strategy on behalf of the user within the trading simulation;
- determining that a period of time associated with the trading simulation has elapsed;
- determining an earnings value associated with the user and the trading simulation in response to the period of time elapsing;
- identifying the user as an influencer based at least in part on the earnings value being greater than a threshold value;
- and
- matching the user with a third-party investor in response to identifying the user as an influencer.
11 more elements
A method comprising:
- qualifying a user associated with a user device to participate in an instance of a trading simulation based at least in part on user interaction with a platform;
- receiving, from the user device, an activation signal, the activation signal associated with a predetermined strategy, the predetermined strategy includes at least one asset, an allocation metric, and a purchase value;
- virtually purchasing assets within the trading simulation based at least in part on the predetermined strategy;
- determining a user ranking associated with the trading simulation, the ranking based on earning value of the user associated with the instance of the trading simulation and prior instances of the trading simulation in which the user participated;
- identifying the user as an influencer based at least in part on the user ranking;
- and
- matching the user with a third-party investor in response to identifying the user as an influencer.
4 more elements
Dependencies are inferred from the claim text.