Patents by Inventor Joshua T. Demetry

Joshua T. Demetry has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 11941700
    Abstract: One embodiment relates to a computing system. The computing system includes a risk analysis circuit. The risk analysis circuit is configured to simulate a plurality of investment outcomes. The risk analysis circuit is configured to display at least one augmented reality or virtual reality depiction of at least one of the plurality of investment outcomes via a display device. The risk analysis circuit is configured to monitor a reaction of a user to the displayed augmented reality or virtual reality depictions. The risk analysis circuit is configured to generate a user reaction score based on the reaction of the user. The risk analysis circuit is configured to generate an overall score for each of the plurality of investment outcomes by weighing the user reaction score and investment outcome.
    Type: Grant
    Filed: October 28, 2022
    Date of Patent: March 26, 2024
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Joshua T. Demetry, Brian J. Jacobsen, Shane C. Martwick, Patrick E. McGuinnis, Carolyn A. Wilary
  • Publication number: 20230412632
    Abstract: A system includes a processing circuit. The processing circuit is configured to: receive security related data from a plurality of analyst computing devices; provide a graphical user interface to a manager device, the graphical user interface configured to display a plurality of tiles and alter a size of a tile of the plurality of tiles in response to a tile size filter being selected, where each tile represents a specific security and includes at least one of an integrated security rating or an integrated index for the specific security and based on the received security related data, and where the size of each tile is proportionate to a value assigned to each security; monitor additional security related data; and in response to determining the additional security related data satisfies a received alert criteria, actively update the graphical user interface to comprise an alert associated with the security.
    Type: Application
    Filed: August 31, 2023
    Publication date: December 21, 2023
    Applicant: Wells Fargo Bank, N.A.
    Inventors: Joshua T. Demetry, Jennifer Blaha, Manjunath Boraiah, Brian J. Jacobsen, Randy Mangelsen, Ann M. Miletti, Chris Rosato, Noah Wise
  • Publication number: 20230368299
    Abstract: A system includes a processing circuit is configured to detect a trigger event and in response, initiate tracking analyst interactions on a first analyst device; receive analyst tracking information from the first analyst device only in response to the trigger event being detected; receive first analyst tracking information from the first analyst device relating to a security, wherein the first analyst tracking information includes a first set of analyst interactions, quantify the first set of analyst interactions, receive first analyst feedback from the first analyst device, wherein the first analyst feedback includes a first set of analyst sub-rating scores, generate an integrated data synopsis including an integrated analyst rating score for the security, wherein the integrated analyst rating score is based on the quantified first set of analyst interactions, and provide a graphical user interface to a manager computing device depicting the integrated data synopsis.
    Type: Application
    Filed: July 12, 2023
    Publication date: November 16, 2023
    Applicant: Wells Fargo Bank, N.A.
    Inventors: Jennifer Blaha, Manjunath Boraiah, Joshua T. Demetry, Brian J. Jacobsen, Randy Mangelsen, Ann M. Miletti, Chris Rosato, Noah Wise
  • Patent number: 11765194
    Abstract: A risk view sharing platform system is provided. The system includes a processing circuit configured to provide a plurality of analyst applications to a plurality of analyst computing devices; receive security related data associated with a plurality of securities from the plurality of analyst applications, wherein the security related data includes security ratings and indices; integrate the security related data to generate (i) a plurality of integrated security ratings based on the security ratings and (ii) a plurality of integrated indices based on the indices; and provide a graphical user interface including the integrated security related data to a manager device that displays a plurality of tiles, wherein each tile represents a specific security from the plurality of securities and includes at least one of an integrated security rating or an integrated index of the plurality of integrated indices for the specific security.
    Type: Grant
    Filed: January 11, 2021
    Date of Patent: September 19, 2023
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Joshua T. Demetry, Randy Mangelsen, Jennifer Blaha, Brian J. Jacobsen, Ann M. Miletti, Noah Wise, Chris Rosato, Manjunath Boraiah
  • Patent number: 11741546
    Abstract: A system includes a network interface circuit configured to facilitate data transmission over a network, and a processing circuit comprising one or more processors coupled to non-transitory memory, wherein the processing circuit is configured to receive a first analyst tracking information from a first analyst device configured to access resources related to a security, receive a second analyst tracking information from a second analyst device configured to access resources related to the security, receive a first analyst feedback response from the first analyst device, receive a second analyst feedback response from the second analyst device, and generate an integrated data synopsis based on the first analyst tracking information data set, the second analyst tracking information data set, the first analyst feedback response, and the second analyst feedback response, wherein the integrated data synopsis includes an integrated analyst rating score for the security.
    Type: Grant
    Filed: January 22, 2021
    Date of Patent: August 29, 2023
    Assignee: Wells Fargo Bank N.A.
    Inventors: Jennifer Blaha, Manjunath Boraiah, Joshua T. Demetry, Brian J. Jacobsen, Randy Mangelsen, Ann M. Miletti, Chris Rosato, Noah Wise
  • Patent number: 11501375
    Abstract: One embodiment relates to a financial institution computing system. The financial institution computing system includes a network circuit enabling the financial institution computing system to exchange information over a network and a risk analysis circuit. The risk analysis circuit is configured to receive user information, simulate a plurality of investment outcomes for a first investment risk level based on the received user information, display at least one augmented reality or virtual reality depiction of at least one of the investment outcomes via a display device, monitor a reaction of the user to each displayed augmented reality or virtual reality depiction, and select an investment strategy for the user based on the reactions of the user.
    Type: Grant
    Filed: March 29, 2021
    Date of Patent: November 15, 2022
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Joshua T. Demetry, Brian J. Jacobsen, Shane C. Martwick, Patrick E. McGuinnis, Carolyn A. Wilary
  • Patent number: 10963964
    Abstract: One embodiment relates to a financial institution computing system. The financial institution computing system includes a network circuit enabling the financial institution computing system to exchange information over a network and a risk analysis circuit. The risk analysis circuit is configured to receive user information, simulate a plurality of investment outcomes for a first investment risk level based on the received user information, display at least one augmented reality or virtual reality depiction of at least one of the investment outcomes via a display device, monitor a reaction of the user to each displayed augmented reality or virtual reality depiction, and select an investment strategy for the user based on the reactions of the user.
    Type: Grant
    Filed: December 28, 2016
    Date of Patent: March 30, 2021
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Joshua T. Demetry, Brian J. Jacobsen, Shane C. Martwick, Patrick E. McGuinnis, Carolyn A. Wilary
  • Publication number: 20190325523
    Abstract: A provider computing system includes a processing circuit, a network interface structured to facilitate data communication via a network, and a database structured to store information associated with transactions and accounts held by an institution associated with the provider computing system. The processing circuit is structured to collect user data relating to a group of users, wherein the collected user data relates to a pooled investment vehicle having a number of investment products for generating income. The processing circuit is further structured to transform the collected data to a data format corresponding to a statistical analysis model, determine whether a critical mass threshold value is exceeded, apply the statistical analysis model to the transformed data for determining a recommended investment decision in response to determining that the critical mass threshold value is exceeded, and generate a user interface configured to provide information relating to the recommended investment decision.
    Type: Application
    Filed: April 19, 2018
    Publication date: October 24, 2019
    Inventors: Joshua T. Demetry, Daniel J. Johnson, Charles E. Paul, Kevin Roskopf, Carolyn A. Wilary