Apparatus, method and system for adaptively managing investments
First Claim
1. A method for managing three or more investments, each investment having one or more characteristics, the method comprising the steps of:
- (a) creating three or more investment agents, each investment agent having one or more characteristics;
(b) selecting an investment for each investment agent by comparing the investment agent'"'"'s one or more characteristics to the investment'"'"'s one or more characteristics;
(c) acquiring the selected investment for each investment agent if the selected investment is not currently owned by the investment agent;
(d) after a period of time has elapsed, managing the selected investments by;
(d1) evaluating the performance of each investment agent, (d2) eliminating each investment agent whose performance is less than a specified performance level and scheduling the selected investment for each eliminated investment agent for sale, and (d3) creating one or more new investment agents, each new investment agent having one or more characteristics derived from two or more of the investment agents whose performance is equal to or greater than the specified performance level; and
(e) repeating steps (b) and (c).
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Abstract
The present invention provides an apparatus, method and system for managing investments having one or more characteristics. The present invention creates three or more investment agents, each investment agent having one or more characteristics, and selects an investment for each investment agent by comparing the investment agent'"'"'s one or more characteristics to the investment'"'"'s one or more characteristics. The selected investment for each investment agent is then acquired if the selected investment is not currently owned by the investment agent. After a period of time has elapsed, the selected investments are managed by: evaluating the performance of each investment agents; eliminating each investment agent whose performance is less than a specified performance level; and creating one or more new investment agents, each new investment agent having one or more characteristics derived from two or more of the investment agents whose performance is equal to or greater than the specified performance level.
56 Citations
20 Claims
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1. A method for managing three or more investments, each investment having one or more characteristics, the method comprising the steps of:
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(a) creating three or more investment agents, each investment agent having one or more characteristics;
(b) selecting an investment for each investment agent by comparing the investment agent'"'"'s one or more characteristics to the investment'"'"'s one or more characteristics;
(c) acquiring the selected investment for each investment agent if the selected investment is not currently owned by the investment agent;
(d) after a period of time has elapsed, managing the selected investments by;
(d1) evaluating the performance of each investment agent, (d2) eliminating each investment agent whose performance is less than a specified performance level and scheduling the selected investment for each eliminated investment agent for sale, and (d3) creating one or more new investment agents, each new investment agent having one or more characteristics derived from two or more of the investment agents whose performance is equal to or greater than the specified performance level; and
(e) repeating steps (b) and (c). - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
(d4) dividing the investment currently owned by the investment agent between the investment agent and a new investment agent if the value of the investment exceeds a value limit.
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14. A computer program embodied on a computer-readable medium for managing three or more investments, each investment having one or more characteristics, the computer program comprising:
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a code segment for creating three or more investment agents, each investment agent having one or more characteristics;
a code segment for selecting an investment for each investment agent by comparing the investment agent'"'"'s one or more characteristics to the investment'"'"'s one or more characteristics;
a code segment for acquiring the selected investment for each investment agent if the selected investment is not currently owned by the investment agent; and
a code segment for managing the selected investments by evaluating the performance of each investment agent, eliminating each investment agent whose performance is less than a specified performance level, scheduling the selected investment for each eliminated investment agent for sale, and creating one or more new investment agents, each new investment agent having one or more characteristics derived from two or more of the investment agents whose performance is equal to or greater than the specified performance level. - View Dependent Claims (15, 16, 17, 18, 19)
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20. A system for managing three or more investments, each investment having one or more characteristics, the system comprising:
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a computer;
means for purchasing and selling the three or more investments;
a communications link connecting the computer to the investment purchasing and selling means;
a database communicably linked to the computer for storing three or more investment agents, each agent having one or more characteristics; and
a computer program resident on the computer for creating the three or more investment agents, selecting an investment for each investment agent by comparing the investment agent'"'"'s one or more characteristics to the investment'"'"'s one or more characteristics, acquiring the selected investment for each investment agent if the selected investment is not currently owned by the investment agent, and managing the selected investments by evaluating the performance of each investment agent, eliminating each investment agent whose performance is less than a specified performance level, scheduling the selected investment for each eliminated investment agent for sale, and creating one or more new investment agents, each new investment agent having one or more characteristics derived from two or more of the investment agents whose performance is equal to or greater than the specified performance level.
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Specification