Invention Grant
- Patent Title: Systems and methods for quantum based optimization of a personalized portfolio
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Application No.: US16886327Application Date: 2020-05-28
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Publication No.: US11551132B2Publication Date: 2023-01-10
- Inventor: Ramanathan Ramanathan , Andrew J. Garner, IV , Abhijit Rao , Pierre Arbadjian , Michael Erik Meinholz , Ramesh Yarlagadda , Bradford A. Shea , Adam Sanders
- Applicant: Wells Fargo Bank, N.A.
- Applicant Address: US CA San Francisco
- Assignee: Wells Fargo Bank, N.A.
- Current Assignee: Wells Fargo Bank, N.A.
- Current Assignee Address: US CA San Francisco
- Agency: Womble Bond Dickinson (US) LLP
- Main IPC: G06N10/00
- IPC: G06N10/00 ; G06N5/02

Abstract:
Various systems and methods are provided for quantum computing based optimization of a personalized portfolio. One exemplary method may comprise identifying one or more filtered personalized portfolio optimization factor data based on one or more optimization factor data for the personalized portfolio, personalized portfolio owner feedback, QC algorithms, and algorithm performance information, selecting one QC algorithm for each filtered portfolio optimization factor data of the one or more filtered portfolio optimization factor data, utilizing the selected QC algorithm to optimize a personalized portfolio determination for each identified filtered personalized portfolio optimization factor data, and rebalancing the personalized portfolio based on the personalized portfolio determination.
Public/Granted literature
- US20210374585A1 SYSTEMS AND METHODS FOR QUANTUM BASED OPTIMIZATION OF A PERSONALIZED PORTFOLIO Public/Granted day:2021-12-02
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