Patent · US Active

Systems and methods for modeling future value

US11334947B1 · kind B1 · utility

0Cited by
5References
19Claims
0Family size

Assignee

Inventors

Key dates

Filing dateDec 6, 2018
Grant dateMay 17, 2022
Priority date
Expiry dateJan 11, 2040

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q10/0635
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Embodiments provide systems and methods for modeling future asset value, which may establish planning simulation and optimization parameters for an individual, execute a planning simulation based on the parameters, analyze results of the planning simulation to determine candidate plans with highest chances of success, determine, from among the candidate plans, an optimal plan, based on executing concurrent gradient descent that includes executing steps of gradient descent in parallel, and report the optimal plan. Embodiments may also provide systems and methods for describing a portfolio and investment goals in a manner comprehensible by the investor, modeling financial plans that meet those goals, simulating those plans over time, selecting the plans that demonstrate the greatest utility for the investor, executing those plans in the market, and continually revising plans as circumstances change.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.