Patents by Inventor Madhusudana Chalamani

Madhusudana Chalamani 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).

  • Self-directed style box portfolio allocation selection apparatuses, methods and systems
    Patent number: 10387958
    Abstract: The Self-Directed Style Box Portfolio Allocation Selection Apparatuses, Methods and Systems (“PAS”) transforms portfolio allocation selection inputs via PAS components into trade orders and portfolio allocation confirmation outputs. The PAS determines a style box grid corresponding to current fund allocations of a fund portfolio of a client, and a fund listing corresponding to the style box grid. The PAS provides the style box grid and the fund listing to a display of a computing device of the client. The PAS receives an allocation selection command from the computing device of the client, the allocation selection command generated via at last one of the style box grid and the fund listing on the display. The PAS determines a portfolio rebalancing based on the allocation selection command, and updates to the style box grid and the fund listing according to the portfolio rebalancing.
    Type: Grant
    Filed: June 11, 2015
    Date of Patent: August 20, 2019
    Assignee: FMR LLC
    Inventors: Keith Dennelly, Mihir Shah, Madhusudana Chalamani, Vineet Nene
  • Self-Directed Style Box Portfolio Allocation Selection Apparatuses, Methods and Systems
    Publication number: 20160364800
    Abstract: The Self-Directed Style Box Portfolio Allocation Selection Apparatuses, Methods and Systems (“PAS”) transforms portfolio allocation selection inputs via PAS components into trade orders and portfolio allocation confirmation outputs. The PAS determines a style box grid corresponding to current fund allocations of a fund portfolio of a client, and a fund listing corresponding to the style box grid. The PAS provides the style box grid and the fund listing to a display of a computing device of the client. The PAS receives an allocation selection command from the computing device of the client, the allocation selection command generated via at last one of the style box grid and the fund listing on the display. The PAS determines a portfolio rebalancing based on the allocation selection command, and updates to the style box grid and the fund listing according to the portfolio rebalancing.
    Type: Application
    Filed: June 11, 2015
    Publication date: December 15, 2016
    Inventors: Keith Dennelly, Mihir Shah, Madhusudana Chalamani, Vineet Nene