首页> 外国专利> SYSTEM AND METHOD FOR CREATING ON-DEMAND USER-CUSTOMIZED PORTFOLIOS USING DATA EXTRACTED FROM ONE OR MORE INDEPENDENT SYSTEMS

SYSTEM AND METHOD FOR CREATING ON-DEMAND USER-CUSTOMIZED PORTFOLIOS USING DATA EXTRACTED FROM ONE OR MORE INDEPENDENT SYSTEMS

机译:使用从一个或多个独立系统中提取的数据创建按需用户定制组合的系统和方法

摘要

Interactive graphical user interfaces (GUI) are provided. An interactive GUI is generated on a display of a user device, comprising one or more screens to display baseline portfolios and user adjustment tools for customizing variables of the baseline portfolios. The portfolios comprise a combination of data structures, with each data structure defined by a combination of components and/or parameters. The variables comprise a portfolio strategy and/or a customizable parameter. An adjustment indication is received from the user device via the interactive GUI via the user adjustment tools. A variable is adjusted responsive to the adjustment indication. The interactive GUI dynamically updates and displays the adjusting and an impact of the adjusting on at least one other variable as the adjusting occurs. A confirmation indication is received from the user device via the interactive GUI. A user-customized portfolio of data structures is created and issued responsive to the confirmation indication.
机译:提供了交互式图形用户界面(GUI)。交互式GUI在用户设备的显示器上生成,该交互式GUI包括一个或多个屏幕以显示基线投资组合以及用于定制基线投资组合的变量的用户调整工具。投资组合包括数据结构的组合,每个数据结构由组件和/或参数的组合定义。变量包括投资组合策略和/或可定制的参数。经由用户调整工具经由交互式GUI从用户设备接收调整指示。响应于调整指示来调整变量。交互式GUI动态地更新并显示调整以及调整发生时调整对至少一个其他变量的影响。经由交互式GUI从用户设备接收到确认指示。响应确认指示,创建并发布用户自定义的数据结构组合。

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