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公开(公告)号：US07640200B2
公开(公告)日：2009-12-29
申请号：US09881959
申请日：2001-06-15
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
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公开(公告)号：US08473397B2
公开(公告)日：2013-06-25
申请号：US13488913
申请日：2012-06-05
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
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公开(公告)号：US20120265708A1
公开(公告)日：2012-10-18
申请号：US13488913
申请日：2012-06-05
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
摘要翻译： 可以在网络环境中操作的金融投资组合管理系统被配置为通过电子网络从多个源收集财务信息，并将信息智能地聚合成由客户端可查看的金融投资组合。 客户可以确定哪些帐户应该包括在投资组合中。 系统使用网络爬网，解析或辅助技术来更新投资组合信息。 该系统提供一个平台，传达来自不同金融机构的各种账户的财务信息。
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公开(公告)号：US20100088210A1
公开(公告)日：2010-04-08
申请号：US12618253
申请日：2009-11-13
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
摘要翻译： 可以在网络环境中操作的金融投资组合管理系统被配置为通过电子网络从多个源收集财务信息，并且将信息智能地聚合成由客户端可查看的金融投资组合。 客户可以确定哪些帐户应该包括在投资组合中。 系统使用网络爬网，解析或辅助技术来更新投资组合信息。 该系统提供一个平台，传达来自不同金融机构的各种账户的财务信息。
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公开(公告)号：US08219473B2
公开(公告)日：2012-07-10
申请号：US12618253
申请日：2009-11-13
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06 , G06Q40/00 , G06Q40/025 , G06Q40/04
摘要： A financial portfolio management system operable in a network environment can be configured to gather financial information from a plurality of sources over an electronic network and intelligently aggregate the information into a financial portfolio viewable by a client. The client can determine which accounts should be included in the portfolio. The system uses web crawling, parsing, or spidering technology to update the portfolio information. The system provides one platform that conveys financial information from a variety of accounts held at several different financial institutions.
摘要翻译： 可以在网络环境中操作的金融投资组合管理系统被配置为通过电子网络从多个源收集财务信息，并且将信息智能地聚合成由客户端可查看的金融投资组合。 客户可以确定哪些帐户应该包括在投资组合中。 系统使用网络爬网，解析或辅助技术来更新投资组合信息。 该系统提供一个平台，传达来自不同金融机构的各种账户的财务信息。
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