公开(公告)号：WO2021207285A1

公开(公告)日：2021-10-14

申请号：PCT/US2021/026062

申请日：2021-04-06

Applicant: TROUTWOOD, LLC

Inventor： NATALI, Eugene, M., Jr. ,  DAVIDEK, Jeffrey, Richard ,  BROWN, Dorian

IPC: G09B19/18 ,  G06Q10/06 ,  G06Q40/06 ,  G06F30/20 ,  G06Q10/0639 ,  G06Q40/02

Abstract: In an embodiment, there is provided a savings simulation system, having: a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with financial performance of a user account; and a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules running: a means for input for a user to select: a locality; a profession; a lifestyle choice; a selected number of years of run simulation; and a user's personal savings goal; a means for retrieving real-time income and cost of living expense data from a third party based on the user input of a selected locality, profession, and lifestyle choice; a means for presenting a simulated scenario modeling a financial outcome based on the user inputs and real-time income and cost of living expense data; and a means for generating a proposed financial plan for the user based on historical rates of return.

公开(公告)号：WO2021211730A1

公开(公告)日：2021-10-21

申请号：PCT/US2021/027315

申请日：2021-04-14

Applicant: TROUTWOOD, LLC

Inventor： NATALI, JR., Eugene, M. ,  DAVIDEK, Jeffrey, Richard ,  BROWN, Dorian

IPC: G09B19/18

Abstract: An investment learning system is provided having a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with historical financial performance data of a market fund; a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules to display a progression of at least one of account values, graphics, audible or text feedback representing the financial performance of a user simulated account through a simulation, the plurality of core modules used to perform the simulation include: a user contribution selection module for setting an initial amount to invest in the simulated account in numerical value, and a periodic contribution amount to invest in the simulated account in numerical value; a time frame module configured to set a length of time period represented in the simulation; and a data display module configured to present a graphical representation of the progression indicative of the financial performance of the simulated account with respect to the initial amount, the periodic contribution amount, and the length of time period.

公开(公告)号：WO2021207222A1

公开(公告)日：2021-10-14

申请号：PCT/US2021/025992

申请日：2021-04-06

Applicant: TROUTWOOD, LLC

Inventor： NATALI, Eugene, M. ,  DAVIDEK, Jeffrey, Richard ,  BROWN, Dorian

IPC: G06Q40/06 ,  G06Q20/32

Abstract: An investor feedback system is provided having a single general user interface; and a computer connected to the single general user interface and having: a computer readable storage device having a database module for collecting, storing, and linking data associated with financial performance of a user account; a central processing unit connected to the single general user interface and the computer readable storage device, and running a plurality of core modules to display a progressive series of images for an action element representing the financial performance of the user monetary account, the plurality of core modules include: a user goal selection module configured to allow a user to set a financial goal for the monetary account in numerical value; and a data display module configured to present a graphical representation of financial performance of the financial goal in view of current status of the monetary account.