MUTUAL FUND ANALYSIS METHOD AND SYSTEM

Patent №

US 7,299,205

Granted

2007-11-20

Filed 2005

Owner

G*G*S SYSTEMS, LLC

Lab

AI components

2

planning · evo

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11036189

A method and system for comparing, ranking, selecting and tracking mutual funds provides a statistical analysis based on past history to facilitate the investment process. The comparing analysis incorporates a determination of power spectral density of each respective fund using a principal factor such as cumulative growth and stability. For tracking investments, upper and lower control limits are defined according to standard deviations of average total return over predetermined periods of time to improve chances of the investor achieving a profit as well as a near optimum performance. The power spectral density analysis provides a clear indication of comparative mutual fund performance.

AI classification

Planning1.00
Evolutionary computation0.99
Machine learning0.01
Natural language0.00
Speech0.00
AI hardware0.00
Knowledge representation0.00
Vision0.00

Ownership

G*G*S SYSTEMS, LLC

assignment · 163710883

Assignors

WEINBERGER, ALAN L.

On an employer assignment, the assignors are typically the inventors.

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