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:
Jul. 20, 2021
Filed:
Sep. 16, 2020
TD Ameritrade Ip Company, Inc., Omaha, NE (US);
Jeffrey Michael Freisthler, Ann Arbor, MI (US);
TD Ameritrade IP Company, Inc., Omaha, NE (US);
Abstract
A system includes a topic subsystem module, a portfolio subsystem module, a performance subsystem module, a server, and a client device. The topic subsystem module acquires and stores artifact data relative to a first predetermined period having user-defined start and end. The topic subsystem module extracts topics related to preselected data. The portfolio subsystem module stores data regarding asset positions in a financial portfolio and the performance of each position over a second predetermined period having user-defined start and end. The performance subsystem module is configured to generate performance metrics for aggregate categories over a third predetermined period having user-defined start and end. The server generates relevancy relationships between the respective artifact data, asset positions, and performance metrics. The client receives the relevancy data and displays, on a graphical user interface, a knowledge web relating individual components of the relevancy data.