Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Paresh Mutha0
Duke Lee Gunn, Jr.0
Lisa Rome0
Jefferson Crew0
Daniel Gracey0
Date of Patent
May 21, 2024
0Patent Application Number
181537750
Date Filed
January 12, 2023
0Patent Citations
Patent Primary Examiner
CPC Code
Patent abstract
Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.
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