System and method for selecting a financial instrument to trade based on a match of a risk profile in computer platforms designed for improved electronic execution of electronic transactions
US11803908B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Oct 29, 2021 |
| Grant date | Oct 31, 2023 |
| Priority date | — |
| Expiry date | Feb 20, 2042 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06N3/048
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
Computer-implemented methods and computer systems for an electronic transaction platform that enables the buying and/or selling of securities by users. The methods and systems relate to the identification and selection of one or more financial instruments to trade during an electronic communication session for trading a financial instrument between an initiating user and one or more invitee users with the assistance of a dealer user or other intermediate entity. The selected financial instrument is identified based on a degree of match between the preferred yield risk profile of the initiating user and the plurality of attributes associated with the financial instruments that are available to be traded, wherein the plurality of attributes includes at least two of a set of yield attributes, a set of issuer attributes, and a set of underwriting attributes.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.