SYSTEMS AND METHODS FOR ADMINISTERING INVESTMENT PORTFOLIOS BASED ON TRANSACTION DATA

SYSTEMS AND METHODS FOR ADMINISTERING INVESTMENT PORTFOLIOS BASED ON TRANSACTION DATA

The disclosed embodiments include systems and methods for administering actual and virtual investment portfolios based on transaction data associated with one or more users. The disclosed embodiments may be configured to modify an investment risk tolerance of a user based on transaction data identif...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: CUMMINS MICHAEL D, SIVASHANMUGAM PRABAHARAN, AL-SAMADI MAZIN, GLOBE MICHAEL E, NADARAJAH GUNALAN, DEL VECCHIO ORIN, VAN HEERDEN LAUREN
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:The disclosed embodiments include systems and methods for administering actual and virtual investment portfolios based on transaction data associated with one or more users. The disclosed embodiments may be configured to modify an investment risk tolerance of a user based on transaction data identifying one or more first products purchased by the user and one or more prior financial services transactions associated with the user. The disclosed embodiments may also be configured to identify one or more first securities based on a portion of the transaction data and the modified investment risk tolerance. In certain aspects, the identified first securities may be related to at least one of the purchased products.