A DYNAMIC COMPUTING SYSTEM FOR ASSET MANAGEMENT

An asset management system is described. The system may include a receiver configured to receive a plurality of entities' performance information, margin of safety information, and a user information. The user information may include a user asset portfolio. The system may further include a proc...

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Bibliographic Details
Main Author Mora, JR., Rodolfo Juarez
Format Patent
LanguageEnglish
Published 07.03.2024
Subjects
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Summary:An asset management system is described. The system may include a receiver configured to receive a plurality of entities' performance information, margin of safety information, and a user information. The user information may include a user asset portfolio. The system may further include a processor configured to calculate a first quality score for each entity based on entity's performance information. The processor may be further configured to calculate a second user portfolio quality score based on the user asset portfolio and the first quality score. Furthermore, the processor may be configured to obtain a trigger signal when a predefined condition associated with the second user portfolio quality score is met. Responsive to receiving the trigger signal, the processor may be configured to determine a recommendation for the user asset portfolio. The system may further include a transmitter configured to transmit the recommendation to a user device.
Bibliography:Application Number: US202217929106