METHODS AND SYSTEMS FOR COLLABORATIVE PORTFOLIO OPTIMIZATION

• US 20150324918A1
• Filed: 12/12/2013
• Published: 11/12/2015
• Est. Priority Date: 12/12/2012
• Status: Abandoned Application

• Current Assignee: SelfWealth Ltd.
• Original Assignee: SelfWealth Ltd.
• Inventors: WARD, Andrew
• Application Number:
  US14/651,958
• Publication Number:
  US 20150324918A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

Method and systems for collaborative portfolio optimisation comprising aggregating, in a server, data associated with portfolios of investments of an online community of users; determining, using the server, performance and risk of each portfolio; and generating, using the server, user interfaces presented on clients that enable users to: filter, compare and follow portfolios of other users based on portfolio performance and risk; add portfolios being followed into target portfolios; and select percentage weightings of portfolios being followed that are added into the target portfolios.

Claims

1. :

A method, comprising;

aggregating, in a server, data associated with portfolios of investments of an online community of users that comprises an online social network of investors;

determining, using the server, performance and risk of each portfolio; and

generating, using the server, user interfaces presented on clients that enable users to;

filter, compare and follow other users based on social network profiles or social demographics of users;

filter, compare and follow portfolios of other users based on portfolio performance and risk;

add portfolios being followed into target portfolios; and

select percentage weightings of portfolios being followed that are added into the target portfolios.

2. :

The method of claim 1, wherein the user interfaces further enable users to identify trades of investments required to rebalance actual portfolios into target portfolios.

3. :

The method of claim 2, further comprising;

determining, using the server, top N performing portfolios of investments out of actual and target portfolios of the online community of users;

determining, using the server, top N performing investments out of the top N performing portfolios of investments; and

weighting, using the server, the top N performing investments to create a collaborative index of investments for the online community of users;

wherein N is a multiple of 5.

4. :

The method of claim 3, further comprising electronically publishing, using the server, the collaborative index.

5. :

The method of claim 3, further comprising creating, using the server, a collaborative exchange-traded fund (ETF) comprising the top N performing investments.

6. :

The method of claim 1, wherein the user interfaces further enable users to filter, compare and follow portfolios of other users based on user risk tolerances.

7. :

The method of claim 3, wherein the user interfaces further enable individual users to collaboratively compare performance of individual actual or target portfolios with the collaborative index and/or a market index.

8. :

The method of claim 1, wherein the online community of users further comprises one or more online sub-communities selected from professional investors, subscribers to online financial services, members of self managed superannuation funds (SMSFs), and combinations thereof.

9. :

A system, comprising;

an aggregation module configured to aggregate, in a server, data associated with portfolios of investments of an online community of users that comprises an online social network of investors;

an analysis module configured to determine, using the server, performance and risk of each portfolio; and

an interface module configured to generate, using the server, user interfaces presented on clients that enable users to;

filter, compare and follow other users based on social network profiles or social demographics of users;

filter, compare and follow portfolios of other users based on portfolio performance and risk;

add portfolios being followed into target portfolios; and

select percentage weightings of portfolios being followed that are added into the target portfolios.

10. :

The system of claim 9, further comprising a rebalancing module configured to generate, using the server, user interfaces presented on clients that enable users to identify trades of investments required to rebalance actual portfolios into target portfolios.

11. :

The system of claim 10, further comprising an indexing module configured to;

determine, using the server, top N performing portfolios of investments out of actual and target portfolios of the online community of users;

determine, using the server, top N performing investments out of the top N performing portfolios of investments; and

weight, using the server, the top N performing investments to create a collaborative index of investments for the online community of users;

wherein N is a multiple of 5.

12. :

The system of claim 11, wherein the indexing module is further configured to electronically publish, using the server, the collaborative index.

13. :

The system of claim 11, wherein the indexing module is further configured to create, using the server, a collaborative ETF comprising the top N performing investments.

14. :

The system of claim 9, wherein the user interfaces further enable users to filter, compare and follow portfolios of other users based on user risk tolerances.

15. :

The system of claim 11, wherein the user interfaces further enable individual users to collaboratively compare performance of individual actual or target portfolios with the collaborative index and/or a market index.

16. :

The system claim 9, wherein the online community of users further comprises one or more online sub-communities selected from professional investors, subscribers to online financial services, members of SMSFs, and combinations thereof.