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AssigneeE Tech Money, Inc
InventorJose A. Garcia
Estimating the term…
A method for an Internet-based software application is used to match specific investors to specific traders and traders' systems by running a set of compatibility algorithms. The compatibility algorithms identify similar qualities between investors and traders and compiles a list of high-incidence matches. Such qualities for the investors include investment tendencies and risk-tolerance criteria, and such qualities for the traders include trading tendencies. The software application will allow a specific investor(s) and a specific trader to broker a trade agreement that will accommodate the requirements for both parties. The software application will also allow a specific investor to implement a risk management strategy, which can be done in, but not limited to, four embodiments: the risk-control embodiment, the risk-control-with-pooling embodiment, the risk-transfer embodiment, and the risk-transfer-with-pooling embodiment.
A non-transitory computer-readable medium that stores instructions executable by one or more processors to perform a method for matching investors and traders to create risk controlled investment accounts comprising:
Dependencies are inferred from the claim text.