Invention Grant
- Patent Title: Computerized portfolio management tool
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Application No.: US18318161Application Date: 2023-05-16
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Publication No.: US12141874B2Publication Date: 2024-11-12
- Inventor: Justin Morris Krieger , Sae Lee , Zar John Toolan , Gaurav Bhagat , Sooyoung Moon Cho
- 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: SCHWEGMAN LUNDBERG & WOESSNER, P.A.
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06Q40/04

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.
Public/Granted literature
- US20230306522A1 COMPUTERIZED PORTFOLIO MANAGEMENT TOOL Public/Granted day:2023-09-28
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