system

JP2026097287APending Publication Date: 2026-06-16SOFTBANK GROUP CORP
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Patent Information

Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
SOFTBANK GROUP CORP
Filing Date
2024-12-04
Publication Date
2026-06-16

AI Technical Summary

Benefits of technology

【0005】 本発明は、ユーザの登録情報を受け取り、投資目標と属性情報をデータベースに保存するシステムを提供する。さらに、市場データとニュースを自動的に収集し、これをもとに生成モデルを用いて投資戦略を策定する機能を備えている。また、証券会社のAPIを介して自動売買を実行し、ESGスコアを考慮した評価を行った上で、パフォーマンスのモニタリングとリバランス案の生成を行う、効率的でパーソナライズされた投資支援を実現するものである。

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Abstract

We provide the system. [Solution] A means of receiving user registration information and storing investment goals and attribute information in a database, A means of collecting market data and news, and formulating investment strategies based on the user's investment objectives using generative models, A means of executing automated trades via a securities company's API and notifying the user of the order execution results, A means of obtaining and evaluating the ESG scores of investment targets and reflecting them in the user's investment strategy, A means of monitoring portfolio performance and generating rebalancing proposals, A system that includes this.
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Claims

1. A means of receiving user registration information and storing investment goals and attribute information in a database, A means of collecting market data and news, and formulating investment strategies based on the user's investment objectives using generative models, A means of executing automated trades via a securities company's API and notifying the user of the order execution results, A means of obtaining and evaluating the ESG scores of investment targets and reflecting them in the user's investment strategy, A means of monitoring portfolio performance and generating rebalancing proposals, A system that includes this.

2. The system according to claim 1, further comprising means for notifying the user of the details of the generated investment strategy and ESG evaluation.

3. The system according to claim 1, further comprising means for receiving approval of a rebalancing proposal from a user and sending instructions to a server.