首页> 外国专利> Systems and Methods Using an Algorithmic Solution for Analyzing a Portfolio of Stocks, Commodities and/or Other Financial Assets Based on Individual User Data to Achieve Desired Risk Based Financial Goals

Systems and Methods Using an Algorithmic Solution for Analyzing a Portfolio of Stocks, Commodities and/or Other Financial Assets Based on Individual User Data to Achieve Desired Risk Based Financial Goals

机译:使用算法解决方案基于个人用户数据分析股票,商品和/或其他金融资产组合以实现基于期望风险的财务目标的系统和方法

摘要

A multi-factor qualitative method for assessing assets including receiving market data from a plurality of market data sources for processing by a trading app to make decisions as to whether to buy, sell, or hold a particular market asset; applying a data normalizer to the market data for processing dissimilar sets of market data; receiving, by user input, a particular market asset in which a decision is required; processing, the market data by a complex event processing engine using an algorithmic solutions from a particular sector for market analysis of market data to generate a multi-factor model wherein the multi-factor model comprises: at least one of a set of a plurality of multi-factors related to the particular sector; applying, the multi-factor model by the trading app, to perform a multi-factor analysis making a decision whether to buy, sell or hold the market asset based on a normalized score.
机译:一种评估资产的多因素定性方法,包括从多个市场数据源接收市场数据以供交易应用程序处理,以决定是否购买,出售或持有特定市场资产;将数据归一化器应用于市场数据以处理不同的市场数据集;通过用户输入接收需要决策的特定市场资产;通过复杂事件处理引擎,使用来自特定部门的算法解决方案对市场数据进行市场分析,以生成多因素模型,其中,多因素模型包括:多个集合中的至少一个与特定部门有关的多重因素;通过交易应用程序应用多因素模型来执行多因素分析,从而基于归一化分数来决定是购买,出售还是持有市场资产。

著录项

  • 公开/公告号US2019279301A1

    专利类型

  • 公开/公告日2019-09-12

    原文格式PDF

  • 申请/专利权人 DHRUV SIDDHARTH KRISHNAN;

    申请/专利号US201916404243

  • 发明设计人 DHRUV SIDDHARTH KRISHNAN;

    申请日2019-05-06

  • 分类号G06Q40/04;G06Q10/06;G06Q30;G06Q30/02;

  • 国家 US

  • 入库时间 2022-08-21 12:13:32

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