SYSTEM AND METHOD FOR PROVIDING AUTOMATED INVESTMENT ALERTS FROM MULTIPLE DATA SOURCES

Patent №

US 7,818,232

Granted

2010-10-19

Filed 1999

Owner

MICROSOFT CORPORATION

AI components

4

ml · kr · planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

09255737

A system and method provides investors with meaningful information extracted from large volumes of available data for a particular stock, mutual fund, bond, or other investment. The system includes one or more computers that receive and process multiple data feeds to extract information relating to each type of investment. The processed data is compared to “alert rules” each corresponding to a predefined condition, and a truth table is established that identifies alerts that are true for each particular investment. An investor logs onto a web site and enters a stock ticker symbol or similar investment identifier. Computer software displays a web page including “alerts” that are presently true for that particular investment. The alerts can be predefined by financial experts to make them useful to novice investors. When an investor selects a particular investment, a display is generated showing all of the alerts that are true for that investment and allowing the user to get more information concerning the significance of the alerts. The alerts can be grouped into different categories according to their content or time sensitivity.

AI classification

Planning1.00
Knowledge representation1.00
AI hardware1.00
Machine learning0.54
Vision0.00
Evolutionary computation0.00
Natural language0.00
Speech0.00

Ownership

MICROSOFT CORPORATION

assignment · 100270621

Assignors

MEAD, JENNIFER RUTH, ZINDA, ERIC K., FISHER, DANIEL J., RAGHAVAN, MALTI, JUBAK, JAMES

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

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