METHODS AND SYSTEMS FOR COLLABORATIVE PORTFOLIO OPTIMIZATION
First Claim
Patent Images
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.
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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.
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Citations
16 Claims
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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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
- A method, comprising;
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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. - View Dependent Claims (10, 11, 12, 13, 14, 15, 16)
- A system, comprising;
Specification