COMPUTERIZED PORTFOLIO MANAGEMENT TOOL

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

Planning1.00
Evolutionary computation1.00
Knowledge representation0.96
AI hardware0.52
Machine learning0.03
Natural language0.01
Vision0.00
Speech0.00

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.

From the same owner

© 2026 NYSGPT2525 LLC