发明名称 Investment Guidance System Which Enables Individuals To Rate And Select Assets Based On Personal Investment Preferences
摘要 An investment guidance system which enables individuals to rate and select assets based on personal investment preferences. The system comprises a method for receiving a request to rate a plurality of assets, providing two or more criteria associated with the assets for a user to evaluate, receiving a relative weight of importance for the two or more criteria, and determining a rating for each asset based on the relative weights assigned to the two or more criteria. The system then ranks the plurality of assets based on the rated value for each asset, provides a list of the ranked assets and receives requests to execute trades for the ranked assets. The assets can comprise mutual funds, stocks, bonds, and/or other investment vehicles.
申请公布号 US2014351171(A1) 申请公布日期 2014.11.27
申请号 US201414458923 申请日期 2014.08.13
申请人 OnPlan, Inc. 发明人 Samson Robert K.
分类号 G06Q40/06 主分类号 G06Q40/06
代理机构 代理人
主权项
地址 New York NY US