Patent №
US 11,704,736
Granted
2023-07-18
Filed 2021
Owner
WELLS FARGO BANK, N.A.
Lab
—
AI components
4
kr · planning · evo · hardware
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
17302891
Various examples are directed to providing portfolio management tools. For example, a system may generate a portfolio management user interface comprising a first table and a first rebalancing button. The first table may comprise an asset class name column; a model portfolio column indicating asset class weights in a model portfolio; a test portfolio column indicating asset class weights in a test portfolio; a modification column indicating modifications to asset class weights; a modified portfolio column indicating asset class weights in a modified portfolio; and a plurality of rows comprising a first row for a first asset class of the asset classes and a second row for a second asset class of the asset classes. The system may receive an indication that the user selected the rebalancing button and generate a first set of modifications to asset class weights to reduce a difference between the test portfolio and the model portfolio.
AI classification
Ownership
WELLS FARGO BANK, N.A.
assignment · 563090252
Assignors
KRIEGER, JUSTIN MORRIS, LEE, SAE, TOOLAN, ZAR JOHN, BHAGAT, GAURAV, CHO, SOOYOUNG MOON
On an employer assignment, the assignors are typically the inventors.