Database system for triggering event notifications based on updates to database records
US-2024419652-A1 · Dec 19, 2024 · US
Investment management proposal system
US2018225767A1 · US · A1
| Field | Value |
|---|---|
| Publication number | US-2018225767-A1 |
| Application number | US-201815947253-A |
| Country | US |
| Kind code | A1 |
| Filing date | Apr 6, 2018 |
| Priority date | Oct 8, 2015 |
| Publication date | Aug 9, 2018 |
| Grant date | — |
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- Title
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- Abstract
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Abstract
Official abstract text for this publication.
Provided is an investment management proposal system that proposes a suitable investment management algorithm and portfolio which flexibly respond to the diverse needs of an investor. A representative embodiment of the present invention is an investment management proposal system that proposes, to a user, investment management in respect to a financial product, the investment management proposal system having a plurality of types of prerecorded algorithms pertaining to investment management which can be called from a program, and having a determination engine which receives the input of information pertaining to an investment stance from the user and selects at least one suitable algorithm on the basis of the input investment stance information.
First claim
Opening claim text (preview).
What is claimed is: 1 . An investment management proposal system that offers proposals for investment management of financial products to a user, comprising: a plurality of kinds of pre-registered algorithms relating to investment management and capable of being invoked from a program; and a determination engine that accepts an input of information relating to an investment stance from the user and selects preferred one or more of the algorithms based on the input information on the investment stance. 2 . The investment management proposal system according to claim 1 , further comprising an analysis data holding unit that holds information on investment history of the user, wherein the determination engine selects the algorithm based on the information on the investment stance input by the user and the information on the investment history of the user acquired from the analysis data holding unit. 3 . The investment management proposal system according to claim 1 , wherein the determination engine further selects a portfolio according to the algorithm based on the information on the investment stance input by the user. 4 . The investment management proposal system according to claim 3 , further comprising an analysis data holding unit that holds information on investment history of the user, wherein the determination engine selects the portfolio according to the algorithm based on the information on the investment stance input by the user and the information on the investment history of the user acquired from the analysis data holding unit. 5 . The investment management proposal system according to claim 3 , further comprising an analysis data holding unit that holds information on investment history of the user, wherein the determination engine corrects the selected portfolio based on a difference between the investment stance input by the user and the information on the actual investment history of the user.
Assignees
Inventors
Classifications
- G06Q40/06Primary
Asset management; Financial planning or analysis · CPC title
Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" (market predictions or forecasting for commercial activities G06Q30/0202) · CPC title
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- What does patent US2018225767A1 cover?
- Provided is an investment management proposal system that proposes a suitable investment management algorithm and portfolio which flexibly respond to the diverse needs of an investor. A representative embodiment of the present invention is an investment management proposal system that proposes, to a user, investment management in respect to a financial product, the investment management proposa…
- Who is the assignee on this patent?
- Nomura Res Inst Ltd
- What technology area does this patent fall under?
- Primary CPC classification G06Q40/06. Mapped technology areas include Physics.
- When was this patent published?
- Publication date Thu Aug 09 2018 00:00:00 GMT+0000 (Coordinated Universal Time) (A1). Legal status and post-grant events are not shown on this page.
- What related patents are in patentsdb?
- We list 8 related publications on this page (citations in our corpus or others sharing the same primary CPC).