A user controllable financial investment system and a method thereof
AssigneeMakalu AS
InventorStein Schønning DYBVIK
Life of this patent
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Abstract
An automated user-controlled fund investment system and method that provides the ability of a user to control an investment strategy via an application program running in for example a smart phone. The client or application program running in the user's smart phone is communicating with a backend server system providing computer implemented management methods of the chosen strategy, and is providing different feedback information to the user of obtained results etc. The backend server system may be communicating with a stock exchange trading system, for example a trading robot. The combined backend server system and the trading system or trading robot makes up an example of a computerized fund management system according to the present invention.
Claims16
An automated user-controlled fund investment system wherein respective users of the fund investment system has user defined fund investment profiles being recorded and updated in a back-end server system, wherein the investment system further comprises:
- a mobile computer-based device configured with an investment system interface application program enabling configuration of specific investment profiles,
- the back-end server system in communication with the mobile computer-based device is configured to respond to user interactions provided via the investment system interface application program,
- a trading server system in communication with the back-end server system is configured to execute trading orders associated with responses of the back-end server system responding to respective user interactions from the configured investment system interface application program from the back-end server,
- wherein the bac-end server system further is configured to receive network communicated notifications related to results of trading orders from the trading server system, and submitting respective results to respective mobile devices, and
- at a selected time, t, the back-end server system is configured to rebalancing the fund and update associated results in respective user profiles and reporting results to respective investment system interface application programs of respective mobile computer-based devices.
5-8. (canceled)
Dependencies are inferred from the claim text.