The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jan. 15, 2019
Filed:
Dec. 16, 2014
Addepar, Inc., Mountain View, CA (US);
Thomas Johannes Oberlechner, San Francisco, CA (US);
Edward Casteel Milner, Dallas, TX (US);
Julia Pitters, Vienna, AT;
ADDEPAR, INC., Mountain View, CA (US);
Abstract
Systems and methods are presented for providing a psychological analysis of financial products in an investor's financial portfolio. In some example embodiments, a method is presented. The method may include accessing, in a device comprising one or more processors, a psychometric data of a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product. The method may also include generating a psychological behavioral characteristic score of the financial product based on the accessed psychometric data, the psychological behavioral characteristic score indicating a degree to which the financial product exhibits a psychological characteristic relative to other financial products, generating an image of a graph that depicts the psychological behavioral characteristics score of the financial product relative to an axis that represents a range of degrees to which the psychological characteristic is exhibited by the other financial products, and causing display of the image of the graph.