US 2020/0402173 A1 · INVESTMENT SYSTEM

Abstract

Described herein are embodiments of an investment system that acquires securities on behalf of a person based on information regarding commercial activity in which a person may engage. In some embodiments, the investment system may acquire securities on behalf of a purchaser based on information describing purchases made by the purchaser. In other embodiments, the investment system may electronically receive information regarding one or more commercial activities in which a person engages. Such commercial activities in which the person may engage may include visiting a store with or without making a purchase at the store, visiting a commercial website at which goods or services may be purchased with or without making a purchase via the website, posting on a website or a social network information related to a commercial organization, other activities in which the person interacts with a commercial organization or goods/services offered by a commercial organization.

Claims21

Dependent claims

-30. (canceled)

A method for configuring an investment system that acquires securities on behalf of a purchaser based on purchase information describing one or more purchases made by the purchaser, the investment system comprising one or more network-connected computing devices carrying out operations of the investment system at least in part by executing executable instructions and communicating via one or more networks, the method comprising:

receiving, at the one or more network-connected computing devices, user input indicating, for a commercial organization, an amount of funds to invest in securities related to the commercial organization based on purchase information related to purchases made by the purchaser, the purchases being associated with the commercial organization;
and
storing, in at least one storage medium accessible by one or more network-connected computing devices, information configuring the investment system based at least in part on the user input, the information configuring the investment system to use the amount of funds to acquire, on behalf of the purchaser, securities related to the commercial organization based on purchase information describing a purchase made by the purchaser, the purchase being associated with the commercial organization.

Dependencies are inferred from the claim text.

Facts

Application

17/010,384Filed 2 Sep 2020

Priority

15 Mar 2018

Published

24 Dec 2020

Term ends

Not estimatedThe source records don’t support an estimate.

Classification3 codes

G06Q 40/04
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: trading; Exchange, e.g. stocks, commodities, derivatives or currency…
G06Q 20/10
Payment architectures: specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Investment system

Life of this patent

Investment system

Life of this patent

Abstract

Claims21