Asset Valuation and Quantifying Personal Worth

• US 20130339205A1
• Filed: 05/23/2013
• Published: 12/19/2013
• Est. Priority Date: 05/23/2012
• Status: Abandoned Application

• Current Assignee: Andrew M. Pease, Charles S. Han, Robbie Vann-Adibe, S. Michael Perlmutter, Young J. Shin
• Original Assignee: Andrew M. Pease, Charles S. Han, Robbie Vann-Adibe, S. Michael Perlmutter, Young J. Shin
• Inventors: Vann-Adibe, Robbie, Shin, Young J., Han, Charles S., Pease, Andrew M., Perlmutter, S. Michael
• Application Number:
  US13/901,204
• Publication Number:
  US 20130339205A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

An asset tracking and reporting system has a network-connected computerized appliance having at least one processor and one or more data repositories, at least one of the data repositories being non-transitory and coded instructions executing on the at least one processor from the at least one non-transitory data repository. The coded instructions causing the system to register individuals or enterprises as users assuming one or more roles, enable users to enter and edit information through interactive interfaces provided, the information regarding individual assets in defined categories, the assets owned by the user, track user activities related to user'"'"'s assets, connect users to resources to determine value for the individual assets, and to aggregate and report asset valuation according to user identity.

Claims

1. An asset tracking and reporting system comprising:

a network-connected computerized appliance having at least one processor and one or more data repositories, at least one of the data repositories being non-transitory; and

coded instructions executing on the at least one processor from the at least one non-transitory data repository, the coded instructions causing the system to;

register individuals or enterprises as users assuming one or more roles;

enable users to enter and edit information through interactive interfaces provided, the information regarding individual assets in defined categories, the assets owned by the user;

track user activities related to user'"'"'s assets;

connect users to resources to determine value for the individual assets; and

aggregate and report asset valuation according to user identity.

2. The system of claim 1 wherein a profile is established for each user, the profile identifying the user and the user'"'"'s roles, and linking to the information regarding the user'"'"'s assets.

3. The system of claim 2 wherein one defined role is expert, and detail of the user'"'"'s expertise is included in the user profile, made accessible to other users.

4. The system of claim 3 wherein the expert user is an expert in evaluating worth for one or more specific categories of assets.

5. The system of claim 1 wherein users are enabled to communicate with one another and records of communication are recorded and stored as threads associated with the users in each communication.

6. The system of claim 5 wherein individual users are enabled to retrieve and utilize communication threads in asset management.

7. The system of claim 1 wherein individual users are enabled to retrieve and utilize recorded user activities in asset management.

8. The system of claim 5 wherein user communication is leveraged to provide a vehicle for sale and trade of user'"'"'s assets.

9. The system of claim 1 wherein individual users are provided with a starting page after log in, the starting page displaying at least a financial overview for the user according to asset type.

10. The system of claim 1 wherein at least one aggregate score is determined for a user, the score determined by aggregating weighted values of scores determined per defined asset category for the user, and scores are made available to interested parties.

12. The method of claim 1 further establishing a profile for each user, the profile identifying the user and the user'"'"'s roles, and linking to the information regarding the user'"'"'s assets.

13. The method of claim 12 wherein one defined role is expert, and detail of the user'"'"'s expertise is included in the user profile, made accessible to other users.

14. The method of claim 13 wherein the expert user is an expert in evaluating worth for one or more specific categories of assets.

20. The method of claim 1 wherein at least one aggregate score is determined for a user, the score determined by aggregating weighted values of scores determined per defined asset category for the user, and scores are made available to interested parties.

11. An asset tracking and reporting method comprising:

registering individuals or enterprises as users assuming one or more roles by a network-connected computerized appliance having at least one processor and one or more data repositories, at least one of the data repositories being non-transitory, the processor executing coded instructions on the at least one processor from the at least one non-transitory data repository;

enabling users to enter and edit information through interactive interfaces provided, the information regarding individual assets in defined categories, the assets owned by the user;

tracking user activities related to user'"'"'s assets;

connecting users to resources to determine value for the individual assets; and

aggregating and reporting asset valuation according to user identity.

15. The method of claim 11 wherein users are enabled to communicate with one another and records of communication are recorded and stored as threads associated with the users in each communication.

16. The method of claim 15 wherein individual users are enabled to retrieve and utilize communication threads in asset management.

17. The method of claim 11 wherein individual users are enabled to retrieve and utilize recorded user activities in asset management.

18. The method of claim 15 wherein user communication is leveraged to provide a vehicle for sale and trade of user'"'"'s assets.

19. The method of claim 11 wherein individual users are provided with a starting page after log in, the starting page displaying at least a financial overview for the user according to asset type.