system

The system addresses the challenge of individual investors by providing real-time, personalized investment advice and portfolio management, simplifying market analysis, and optimizing investment strategies based on user profiles and market trends.

JP2026099198APending Publication Date: 2026-06-18SOFTBANK GROUP CORP
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Patent Information

Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
SOFTBANK GROUP CORP
Filing Date
2024-12-06
Publication Date
2026-06-18

AI Technical Summary

Technical Problem

Individual investors face challenges in efficiently analyzing vast amounts of market information, making appropriate investment decisions based on their goals and risk tolerance, and managing risks due to complex technical terms and insufficient knowledge.

Method used

A system that collects financial market information in real-time, analyzes it to identify trends and opportunities, generates user profiles based on investment goals and risk tolerance, and provides personalized investment suggestions through a user interface, allowing for continuous portfolio monitoring and risk management.

Benefits of technology

Enables individual investors to make informed investment decisions by simplifying complex market information, optimizing portfolios, and managing risks through real-time personalized advice.

✦ Generated by Eureka AI based on patent content.

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Abstract

Provide a system. 【Solution means】 Means for collecting financial market information from an external data source, Means for analyzing the financial market information to identify market trends and investment opportunities, Means for collecting user information and generating a user profile based on investment goals and risk tolerance, Means for integrating the market trends and investment opportunities with the user profile to generate a personalized investment proposal, Means for displaying the personalized investment proposal and enabling interaction with the user, Means for providing proposal adjustment and technical explanations based on feedback and questions from the user, Means for continuously monitoring the user's investment portfolio and proposing risk management and asset rebalancing, A system including the above.
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