SYSTEM AND METHOD FOR ANALYZING AND SEARCHING FINANCIAL INSTRUMENT DATA

Patent №

US 7,797,215

Granted

2010-09-14

Filed 2003

Owner

POWER FINANCIAL GROUP, INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

10607418

Exemplary systems and methods for analyzing and searching financial instrument data respond to user defined searches using updated financial market data. Potential returns from different investment strategies can be viewed together so that the returns and risks can be compared and contrasted. The effect on various option strategies of a change in the price of the underlying stock can be analyzed. Potential investment opportunities relating to an existing investment position can be identified. Stock repair opportunities relating to a selected stock investment can be identified and implemented.

PlanningG06Q 40/06G06Q 40/00

AI classification

Planning1.00
Natural language0.35
AI hardware0.00
Knowledge representation0.00
Machine learning0.00
Evolutionary computation0.00
Vision0.00
Speech0.00

Ownership

POWER FINANCIAL GROUP, INC.

assignment · 354140517

Assignors

ZERENNER, ERNEST H., ZERENNER, GREGORY J.

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

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