system

The system addresses the challenge of personalized investment strategy by using AI to analyze market data and manage investments, offering tailored and efficient asset management solutions.

JP2026107848APending Publication Date: 2026-06-30SOFTBANK GROUP CORP

Patent Information

Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
SOFTBANK GROUP CORP
Filing Date
2024-12-18
Publication Date
2026-06-30

AI Technical Summary

Technical Problem

Existing systems struggle to propose an optimal investment strategy tailored to a user's asset situation and goals, lacking the necessary personalization and efficiency.

Method used

A system comprising a reception unit, analysis unit, and proposal unit that receives user input, analyzes market data using AI, and proposes and manages investments based on risk tolerance and return targets, integrating with securities accounts and managing assets efficiently.

Benefits of technology

The system effectively proposes and manages optimal investment strategies, automating asset management, predicting market trends, and providing personalized investment plans to meet user goals, thereby enhancing financial management.

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    Figure 2026107848000001_ABST
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Abstract

The system according to this embodiment aims to propose an optimal investment strategy based on the user's asset situation and goals. [Solution] The system according to the embodiment comprises a reception unit, an analysis unit, a proposal unit, and an operation unit. The reception unit receives input from the user regarding their asset status and goals. The analysis unit analyzes market data based on the information received by the reception unit. The proposal unit proposes an optimal investment plan based on the analysis results obtained by the analysis unit. The operation unit manages investments based on the investment plan proposed by the proposal unit.
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