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SYSTEMS AND METHODS FOR ADMINISTERING INVESTMENT PORTFOLIOS BASED ON TRANSACTION DATA

机译:基于交易数据的投资组合管理系统和方法

摘要

The disclosed embodiments include systems and methods for administeringactual and virtual investment portfolios based on transaction data associatedwith oneor more users. The disclosed embodiments may be configured to obtain firsttransaction data associated with a first user and second transaction dataassociatedwith one or more second users. The first transaction data may identify one ormore firstproducts purchased by the first user, and the second transaction data mayidentify oneor more second products purchased by the one or more second users. Thedisclosedembodiments may also be configured to identify one or more first securitiesbased onthe first transaction data and the second transaction data. The disclosedembodimentsmay also generate one or more first electronic instructions to transmitinformationidentifying a first set of the one or more first securities to a device of thefirst user.
机译:所公开的实施例包括用于管理的系统和方法基于相关交易数据的实际和虚拟投资组合与一个或更多用户。所公开的实施例可以被配置为首先获得与第一用户相关的交易数据和第二交易数据关联的一个或多个第二用户。第一交易数据可以标识一个或更多第一第一用户购买的产品以及第二交易数据可能找出一个一个或多个第二用户购买的一个或多个第二产品。的公开的实施例还可被配置为识别一个或多个第一证券基于第一交易数据和第二交易数据。披露的实施例可能还会生成一个或多个第一电子指令来发送信息将一个或多个第一证券的第一集合标识给第一用户。

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