Computerized portfolio management tool

US11704736B1 · kind B1 · utility

Assignee

• Wells Fargo Bank, N.A. · US

Inventors

• Justin Morris Krieger · Saint Louis, US
• Sae Lee · Wildwood, US
• Zar John Toolan · Chesterfield, US
• Gaurav Bhagat · Blanchardstown, IE
• Sooyoung Moon Cho · Seoul, KR

Key dates

• Filing date: May 14, 2021
• Grant date: Jul 18, 2023
• Expiry date: Sep 15, 2041

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/04
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Various examples are directed to providing portfolio management tools. For example, a system may generate a portfolio management user interface comprising a first table and a first rebalancing button. The first table may comprise an asset class name column; a model portfolio column indicating asset class weights in a model portfolio; a test portfolio column indicating asset class weights in a test portfolio; a modification column indicating modifications to asset class weights; a modified portfolio column indicating asset class weights in a modified portfolio; and a plurality of rows comprising a first row for a first asset class of the asset classes and a second row for a second asset class of the asset classes. The system may receive an indication that the user selected the rebalancing button and generate a first set of modifications to asset class weights to reduce a difference between the test portfolio and the model portfolio.