WO2001031481A8 - Interactive portfolio management system - Google Patents

Interactive portfolio management system

Info

Publication number
WO2001031481A8
WO2001031481A8 PCT/US2000/029087 US0029087W WO0131481A8 WO 2001031481 A8 WO2001031481 A8 WO 2001031481A8 US 0029087 W US0029087 W US 0029087W WO 0131481 A8 WO0131481 A8 WO 0131481A8
Authority
WO
WIPO (PCT)
Prior art keywords
portfolio
adjustments
inputs
investment
users
Prior art date
Application number
PCT/US2000/029087
Other languages
French (fr)
Other versions
WO2001031481A2 (en
Inventor
John Randall Bullard
Joseph Mrak Iii
Ronald Earl Pruitt
Original Assignee
Interactivefunds Com Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Interactivefunds Com Inc filed Critical Interactivefunds Com Inc
Priority to AU10985/01A priority Critical patent/AU1098501A/en
Publication of WO2001031481A2 publication Critical patent/WO2001031481A2/en
Publication of WO2001031481A8 publication Critical patent/WO2001031481A8/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Technology Law (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Game Theory and Decision Science (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

La présente invention concerne des procédés, des appareils et des systèmes permettant de calculer des ajustements suggérés d'un portefeuille de valeurs financières fondés en partie sur les entrées reçues via un réseau d'utilisateurs. Ces utilisateurs fournissent des entrées qui sont agrégées et utilisées dans des ajustements de calcul destinés à un portefeuille de valeurs financières. Dans un mode de réalisation de cette invention, ce portefeuille de valeurs peut être un portefeuille de placements collectifs géré par des professionnels ou un portefeuille de placements personnels détenu par un particulier. Dans un autre mode de réalisation cette invention permet d'obtenir un fonds de placement géré par des entrées utilisateur, dans lequel les ajustements de ce fonds sont influencés par les entrées d'une communauté d'utilisateurs. Enfin dans un autre mode de réalisation cette invention offre un système qui permet à des utilisateurs de calculer des ajustements recommandés pour des portefeuilles de placements individuels.The present invention relates to methods, apparatus and systems for calculating suggested adjustments to a portfolio of financial securities based in part on inputs received via a network of users. These users provide inputs that are aggregated and used in calculation adjustments for a portfolio of financial stocks. In one embodiment of this invention, this portfolio of securities can be a collective investment portfolio managed by professionals or a personal investment portfolio held by an individual. In another embodiment, this invention makes it possible to obtain an investment fund managed by user inputs, in which the adjustments of this fund are influenced by the inputs of a user community. Finally in another embodiment this invention provides a system which allows users to calculate recommended adjustments for individual investment portfolios.

PCT/US2000/029087 1999-10-22 2000-10-20 Interactive portfolio management system WO2001031481A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU10985/01A AU1098501A (en) 1999-10-22 2000-10-20 Interactive portfolio management system

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US42551599A 1999-10-22 1999-10-22
US09/425,515 1999-10-22

Publications (2)

Publication Number Publication Date
WO2001031481A2 WO2001031481A2 (en) 2001-05-03
WO2001031481A8 true WO2001031481A8 (en) 2001-12-27

Family

ID=23686891

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2000/029087 WO2001031481A2 (en) 1999-10-22 2000-10-20 Interactive portfolio management system

Country Status (2)

Country Link
AU (1) AU1098501A (en)
WO (1) WO2001031481A2 (en)

Families Citing this family (4)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US8219477B2 (en) 2004-02-20 2012-07-10 General Electric Company Systems and methods for multi-objective portfolio analysis using pareto sorting evolutionary algorithms
US8126795B2 (en) 2004-02-20 2012-02-28 General Electric Company Systems and methods for initial sampling in multi-objective portfolio analysis
CA2681251A1 (en) 2009-09-30 2011-03-30 Royal Bank Of Canada System and method for monitoring securities compliance for related entities
CN111611484B (en) * 2020-05-13 2023-08-11 湖南微步信息科技有限责任公司 Stock recommendation method and system based on article attribute identification

Also Published As

Publication number Publication date
AU1098501A (en) 2001-05-08
WO2001031481A2 (en) 2001-05-03

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