Patent №
US 7,016,873
Granted
2006-03-21
Filed 2000
Owner
CHARLES SCHWAB & CO.
Lab
—
AI components
3
ml · planning · evo
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
09654627
A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and an optimization is performed which includes all of these data. An investment recommendation is provided to the investor based on the optimization.
AI classification
Planning1.00
Evolutionary computation1.00
Machine learning0.99
Knowledge representation0.16
AI hardware0.00
Natural language0.00
Speech0.00
Vision0.00
Ownership
CHARLES SCHWAB & CO.
assignment · 110660875
Assignors
PETERSON, JAMES, KLEINBAUER, CHRISTOPHER, PIETRANICO, PAUL-CHARLES A., MCDONALD, BILL D.
On an employer assignment, the assignors are typically the inventors.
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