Dynamic portfolio simulator tool apparatuses, methods and systems
US10290059B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jan 20, 2015 |
| Grant date | May 14, 2019 |
| Priority date | — |
| Expiry date | Nov 25, 2036 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F3/0484
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
The Dynamic Portfolio Simulator Tool Apparatuses, Methods and Systems (“DPST”) transforms market assumptions, constraints inputs via DPST components into asset allocation record, portfolio allocation and graphic presentation outputs. The DPST includes a dynamic portfolio simulator apparatus. The DPST includes a computing processor and memory, and the memory includes the following instructions. The DPST includes instructions to obtain a user indication of portfolio simulation request including user configured market assumption parameters and retrieve a user interface template comprising a portfolio parameter configuration widget. The DPST also includes instructions to calculate a parameter range for the portfolio parameter configuration widget based on the user configured market assumption parameters and customize the portfolio parameter configuration widget with the calculated parameter range. Then the DPST may provide the customized portfolio parameter configuration widget to a user device and obtain a user input of portfolio parameter via the customized portfolio parameter configuration widget. The DPST may also provide portfolio composite outputs based on the user input of portf…
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.