| 发明名称 |
METHODS AND SYSTEMS FOR COLLABORATIVE PORTFOLIO OPTIMIZATION |
| 摘要 |
Method and systems for collaborative portfolio optimisation comprising aggregating, in a server, data associated with portfolios of investments of an online community of users; determining, using the server, performance and risk of each portfolio; and generating, using the server, user interfaces presented on clients that enable users to: filter, compare and follow portfolios of other users based on portfolio performance and risk; add portfolios being followed into target portfolios; and select percentage weightings of portfolios being followed that are added into the target portfolios. |
| 申请公布号 |
US2015324918(A1) |
申请公布日期 |
2015.11.12 |
| 申请号 |
US201314651958 |
申请日期 |
2013.12.12 |
| 申请人 |
SELFWEALTH LTD |
发明人 |
WARD Andrew |
| 分类号 |
G06Q40/06 |
主分类号 |
G06Q40/06 |
| 代理机构 |
|
代理人 |
|
| 主权项 |
1: A method, comprising:
aggregating, in a server, data associated with portfolios of investments of an online community of users that comprises an online social network of investors; determining, using the server, performance and risk of each portfolio; and generating, using the server, user interfaces presented on clients that enable users to:
filter, compare and follow other users based on social network profiles or social demographics of users;filter, compare and follow portfolios of other users based on portfolio performance and risk;add portfolios being followed into target portfolios; andselect percentage weightings of portfolios being followed that are added into the target portfolios. |
| 地址 |
SUREY HILLS, VIC AU |
