AUTOMATED TOOL FOR INVESTMENT TECHNOLOGIES
First Claim
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1. A method for creating at least one investment strategy, said method including the steps of:
- a) inputting user data via a user interface to identify a user;
b) utilising said user data to retrieve statistical and reference data relevant to said user from a database to generate a user profile;
c) generating at least one investment strategy for the user based on said user profile;
d) displaying said at least one investment strategy.
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Abstract
A method for creating at least one investment strategy, the method including the steps of inputting user data via a user interface to identify a user; utilising said user data to retrieve statistical and reference data relevant to said user from a database; generating at least one investment strategy for the user based on the user data and retrieved statistical and reference data; displaying said at least one investment strategy.
8 Citations
25 Claims
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1. A method for creating at least one investment strategy, said method including the steps of:
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a) inputting user data via a user interface to identify a user; b) utilising said user data to retrieve statistical and reference data relevant to said user from a database to generate a user profile; c) generating at least one investment strategy for the user based on said user profile; d) displaying said at least one investment strategy. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. An information system for creating investment strategies, said system including:
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a input device for inputting user data for identifying a user; a comparator for utilising said user data to retrieve statistical and reference data relevant to said user from a database to generate a user profile; and a generator to generate at least one investment strategy for the user based on said user profile; a display for displaying said at least one investment strategy, said at least one investment strategy being generated based on said user profile. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. (canceled)
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24. (canceled)
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25. A method for creating a user profile, said method including the steps of:
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b) inputting user data via a user interface to identify a user; b) utilising said user data to retrieve statistical and reference data relevant to said user from a database to generate said user profile;
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Specification