Patents by Inventor Nicholas THEODORAKOS

Nicholas THEODORAKOS 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).

  • Publication number: 20250077917
    Abstract: A system includes at least one processor and a memory. The memory stores an account database and a scenario database. Each scenario includes a set of rules to apply to account parameters to determine adjusted account parameters. The memory stores instructions that, upon execution, cause the at least one processor to, in response to receiving a request including a first scenario of the set of scenarios, identify a first set of rules from the scenario database corresponding to the first scenario. The instructions cause the processor to obtain first account parameters of the first account and adjust the first account parameters based on the first set of rules. The instructions cause the processor to calculate a set of outcome metrics of the first account based on the adjusted account parameters and plot the set of outcome metrics based on a plot type included in the request.
    Type: Application
    Filed: November 20, 2024
    Publication date: March 6, 2025
    Applicant: Charles Schwab & Co., Inc
    Inventors: Randal Scott HOWELL, Nicholas THEODORAKOS
  • Publication number: 20210097415
    Abstract: A system includes at least one processor and a memory. The memory stores an account database and a scenario database. Each scenario includes a set of rules to apply to account parameters to determine adjusted account parameters. The memory stores instructions that, upon execution, cause the at least one processor to, in response to receiving a request including a first scenario of the set of scenarios, identify a first set of rules from the scenario database corresponding to the first scenario. The instructions cause the processor to obtain first account parameters of the first account and adjust the first account parameters based on the first set of rules. The instructions cause the processor to calculate a set of outcome metrics of the first account based on the adjusted account parameters and plot the set of outcome metrics based on a plot type included in the request.
    Type: Application
    Filed: September 30, 2019
    Publication date: April 1, 2021
    Inventors: Randal Scott HOWELL, Nicholas THEODORAKOS