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US 2025/0148538 A1Published application
Method and system for fully-automatd full spectrum dynamic efficient frontier investment allocation
OwnerJoseph Gradanteinventor
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Abstract
The disclosed method and system solves the deficiencies with other previous round-ups to continue to leverage the change spread in transactions and allow them to be applied to micro-share investments, in both ETFs and tokens. It's the combination thereof of traditional, alternative and digital-currency products that gives this invention the ability to simplify the creation of an efficient frontier portfolio construction.
Claims1
A computer-implementable method of automatically constructing an efficient frontier investment portfolio investment allocation, the method comprising the steps of:
- compiling an electronic history comprising:
- (a) at least one identifier of an investor and (b) data identifying the investor's investment preferences and risk tolerance;
- storing said electronic history in a memory device;
- generating to a display device a user interface within which is displayed input fields for the user to input said investor investment preferences and risk tolerance;
- receiving from the user, via the user interface and user input fields, a selection of a first investor preference and tolerance;
- in response to the selection of the first preference and tolerance, computing an efficient frontier for a portfolio composition across a full spectrum of possible investments;
- generating to a display device a view of portfolio parameters and investments along said efficient frontier;
- displaying in the user interface a field for the investor to select investments representing investment options corresponding to the efficient frontier;
- and
- wherein the preceding steps are performed by at least one processor.
7 more elements
Dependencies are inferred from the claim text.