Financial portfolio risk management
CA 2389930 A1 · Owner: Slutsky, Stephen B. · Inventors: Sloan, Ronald E.; Slutsky, Stephen B.
Overview
Its claims, description and drawings are in the Canadian Patents Database.
Open the CIPO recordAbstract From the Canadian patent
The present invention relates to a financial portfolio risk modeling system. The system operates in a collaborative computing environment between the user and the portfolio development system. The portfolio generating system models the user's personal investment parameters into a user profile in terms of the user risk tolerance level, user investment style and user bull/bear attitude. The system further calculates Value At Risk (VAR) values for the user. The system filters various securities based on their VAR and Beta values and present two lists of filtered securities with , opposing Beta values, matching the user profile. The present invention enables the user to swap securities in …
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Listed from its CIPO record in Patent Yard's archive of Canadian patents past their term. Its claims, description and drawings are in the CIPO record and on Google Patents, and the Claude kit works from them.
Why it's free to use
- Filed November 1, 2000. No grant is recorded for it in Canada; had it been granted, its 20-year term would have ended November 1, 2020.
- A certificate of supplementary protection adds at most two years for a drug, so even that would have ended by November 1, 2022.
- We check Canadian rights only. A patent in its family in another country could still be in force: check its family on Google Patents.
Timeline
Timeline From CIPO dates
Sources & verification
Official CIPO records
Everything on this page comes from the CIPO record linked above. Contains information licensed under the Open Government Licence – Canada.