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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
First Claim
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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.

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