Invention Grant
- Patent Title: Determination of customized investing advice
- Patent Title (中): 确定定制投资咨询
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Application No.: US12144683Application Date: 2008-06-24
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Publication No.: US07801787B2Publication Date: 2010-09-21
- Inventor: Kamal Jain , Craig J. Mundie
- Applicant: Kamal Jain , Craig J. Mundie
- Applicant Address: US WA Redmond
- Assignee: Microsoft Corporation
- Current Assignee: Microsoft Corporation
- Current Assignee Address: US WA Redmond
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
Described herein is a system that facilitates provision of personalized investing advice to a user. The system includes a subscriber component that receives a selection of multiple financial models from the user, wherein the user may desire to receive financial data from the multiple financial models in real-time. Further, the system can include an adviser component that can receive and process financial data output by the multiple financial models and can determine customized investing advice for the user based at least in part upon the financial data output by the multiple financial models and personal investing preferences of the user.
Public/Granted literature
- US20090319439A1 DETERMINATION OF CUSTOMIZED INVESTING ADVICE Public/Granted day:2009-12-24
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