- 专利标题: Seasonal portfolio construction platform apparatuses, methods and systems
-
申请号: US14286792申请日: 2014-05-23
-
公开(公告)号: US10217167B2公开(公告)日: 2019-02-26
- 发明人: Philip K. Thayer , Miles F. Betro , Lisa J. Emsbo-Mattingly
- 申请人: FMR, LLC
- 申请人地址: US MA Boston
- 专利权人: FMR LLC
- 当前专利权人: FMR LLC
- 当前专利权人地址: US MA Boston
- 代理机构: Hanchuk Kheit LLP
- 代理商 Walter G. Hanchuk
- 主分类号: G06Q30/00
- IPC分类号: G06Q30/00 ; G06Q40/06
摘要:
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.
公开/授权文献
信息查询