Patent №
US 10,366,455
Granted
2019-07-30
Filed 2015
Owner
SCOTTRADE, INC.
Lab
—
AI components
4
kr · planning · evo · hardware
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
14596031
A computer-implemented method for managing portfolio-relevant content is implemented by a content management computer system coupled to a memory. The method includes receiving a set of assets associated with an investor account, transmitting an investment content request for an investment content associated with at least one asset of the set of assets, receiving the investment content including a plurality of investment content items, determining a plurality of content indicators associated with each investment content item, determining a set of relevant investment content including a plurality of display parameters based at least partially on at least a portion of the investment content and at least a portion of the set of assets, and providing the set of relevant investment content for display on a user device based on at least a portion of the display parameters.
AI classification
Ownership
SCOTTRADE, INC.
assignment · 347010664
Assignors
BIRKHEAD, JESSICA LYNN INMAN, DEAN, DANIEL EDWARD, MELNICK, CHRISTOPHER NATHAN, SANLI, MURAT, STAFFORD, ANDREW JOSEPH, ROMO, JUSTIN R., SCOTT, VIRGIL MICHAEL, PINEDA-MADRID, OSCAR JAVIER, II
On an employer assignment, the assignors are typically the inventors.