System and method for dynamic asset portfolio allocation and management
AssigneeAllocateRite, LLC
InventorsJohn Rebuth, Michael Spece, Abbas Shah
Life of this patent
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Abstract
A dynamic asset portfolio allocation and management platform is disclosed. An example embodiment is configured to: receive information from a user, the information being indicative of the user's objectives or selections related to the user's asset portfolio; receive the user's asset portfolio; use a trained machine learning model to analyze and automatically rebalance the user's asset portfolio based on the user's objectives or selections; and cause execution of trading activity based on the rebalanced user's asset portfolio.
Claims1
A dynamic asset portfolio allocation and management system, the system comprising:
- a data processor;
- and
- a dynamic asset portfolio allocation and management module, executable by the data processor, the dynamic asset portfolio allocation and management module being configured to:
- receive information from a user, the information being indicative of the user's objectives or selections related to the user's asset portfolio;
- receive the user's asset portfolio;
- use a trained machine learning model to analyze and automatically rebalance the user's asset portfolio based on the user's objectives or selections;
- and
- cause execution of trading activity based on the rebalanced user's asset portfolio.
Dependencies are inferred from the claim text.