Invention Grant
US08768815B1 Seasonal portfolio construction platform apparatuses, methods and systems 有权
季节性投资组合建设平台的设备,方法和系统

  • Patent Title: Seasonal portfolio construction platform apparatuses, methods and systems
  • Patent Title (中): 季节性投资组合建设平台的设备,方法和系统
  • Application No.: US14137971
    Application Date: 2013-12-20
  • Publication No.: US08768815B1
    Publication Date: 2014-07-01
  • Inventor: Philip K. ThayerMiles F. BetroLisa J. Emsbo-Mattingly
  • Applicant: FMR, LLC
  • Applicant Address: US MA Boston
  • Assignee: FMR, LLC
  • Current Assignee: FMR, LLC
  • Current Assignee Address: US MA Boston
  • Agency: Cooley LLP
  • Agent Jiaping (Charlene) Liu
  • Main IPC: G06Q40/06
  • IPC: G06Q40/06
Seasonal portfolio construction platform apparatuses, methods and systems
Abstract:
The SEASONAL PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS (“SPC”) transform user data request via SPC components into seasonal portfolio investment transaction records. In one implementation, the SPC may provide an investment analytics and management tool facilitating a user (e.g., investors, consumers, portfolio managers, traders, etc.) to research, build and maintain an investment strategy for a customized portfolio based on a current economic cycle phase.
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