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:
Feb. 18, 2025
Filed:
Dec. 08, 2022
Wells Fargo Bank, N.a., San Francisco, CA (US);
Ramanathan Ramanathan, San Francisco, CA (US);
Andrew J. Garner, IV, State Road, NC (US);
Abhijit Rao, Irvine, CA (US);
Pierre Arbajian, Matthews, NC (US);
Michael Erik Meinholz, Charlotte, NC (US);
Ramesh Yarlagadda, Charlotte, NC (US);
Bradford A. Shea, Mint Hill, NC (US);
Adam Sanders, Huntersville, NC (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
Various systems and methods are provided for quantum computing based optimization of a personalized portfolio. One exemplary method may comprise identifying one or more filtered personalized portfolio optimization factor data based on one or more optimization factor data for the personalized portfolio, personalized portfolio owner feedback, QC algorithms, and algorithm performance information, selecting one QC algorithm for each filtered portfolio optimization factor data of the one or more filtered portfolio optimization factor data, utilizing the selected QC algorithm to optimize a personalized portfolio determination for each identified filtered personalized portfolio optimization factor data, and rebalancing the personalized portfolio based on the personalized portfolio determination.