Automated Investment Content Prioritization System
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Solution Overview
Problem
Investors face challenges in effectively managing and prioritizing a large volume of investment-related news content relevant to their portfolios, which is crucial for timely and informed decision-making.
Innovation Solution
A computer-implemented method and system that receives a set of assets associated with an investor account, transmits investment content requests, determines relevant content indicators, and displays prioritized investment content based on display parameters, allowing investors to focus on the most impactful and timely information.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If all investment content items are displayed to the investor, then the investor receives complete information, but the investor cannot effectively prioritize and analyze the content due to overwhelming volume
Solution Approach 1:
The patent replaces manual content prioritization with an automated computer-implemented system that calculates relevance scores using multiple factors (asset holdings, news sentiment, timeliness, source reliability). This automated scoring mechanism substitutes for the investor's manual analysis effort, enabling efficient sorting and filtering of investment content without losing completeness.
2Ease of operation
If the system filters and prioritizes investment content based on multiple factors, then the ease of operation improves, but the device complexity increases
Solution Approach 1:
The patent segments the content prioritization process into distinct modular components: asset identification module, news collection module, relevance scoring module (with sub-factors like sentiment analysis, timeliness, source reliability), and display module. This segmentation allows each component to handle a specific aspect of the complex task independently, making the overall system more manageable and maintainable despite its complexity.
3Measurement precision
If the system processes and analyzes all investment content items, then the measurement precision of content relevance improves, but the productivity of content delivery decreases
Solution Approach 1:
The patent applies partial action by calculating relevance scores for all content items but only displaying the top-ranked items below a certain threshold to the investor. This allows the system to perform comprehensive analysis (maintaining measurement precision) while limiting the output to only the most relevant content (improving productivity by reducing display volume and delivery time).
Data Source
AI summary
A computer-implemented method for managing portfolio-relevant content is implemented by a content management computer system coupled to a memory. The method includes receiving a set of assets associated with an investor account, transmitting an investment content request for an investment content associated with at least one asset of the set of assets, receiving the investment content including a plurality of investment content items, determining a plurality of content indicators associated with each investment content item, determining a set of relevant investment content including a plurality of display parameters based at least partially on at least a portion of the investment content and at least a portion of the set of assets, and providing the set of relevant investment content for display on a user device based on at least a portion of the display parameters.