Patents by Inventor Sooyoung Moon Cho

Sooyoung Moon Cho 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).

  • COMPUTERIZED PORTFOLIO MANAGEMENT TOOL
    Publication number: 20230306522
    Abstract: Various examples are directed to providing portfolio management tools. For example, a system may generate a portfolio management user interface comprising a first table and a first rebalancing button. The first table may comprise an asset class name column; a model portfolio column indicating asset class weights in a model portfolio; a test portfolio column indicating asset class weights in a test portfolio; a modification column indicating modifications to asset class weights; a modified portfolio column indicating asset class weights in a modified portfolio; and a plurality of rows comprising a first row for a first asset class of the asset classes and a second row for a second asset class of the asset classes. The system may receive an indication that the user selected the rebalancing button and generate a first set of modifications to asset class weights to reduce a difference between the test portfolio and the model portfolio.
    Type: Application
    Filed: May 16, 2023
    Publication date: September 28, 2023
    Inventors: Justin Morris Krieger, Sae Lee, Zar John Toolan, Gaurav Bhagat, Sooyoung Moon Cho
  • Computerized portfolio management tool
    Patent number: 11704736
    Abstract: Various examples are directed to providing portfolio management tools. For example, a system may generate a portfolio management user interface comprising a first table and a first rebalancing button. The first table may comprise an asset class name column; a model portfolio column indicating asset class weights in a model portfolio; a test portfolio column indicating asset class weights in a test portfolio; a modification column indicating modifications to asset class weights; a modified portfolio column indicating asset class weights in a modified portfolio; and a plurality of rows comprising a first row for a first asset class of the asset classes and a second row for a second asset class of the asset classes. The system may receive an indication that the user selected the rebalancing button and generate a first set of modifications to asset class weights to reduce a difference between the test portfolio and the model portfolio.
    Type: Grant
    Filed: May 14, 2021
    Date of Patent: July 18, 2023
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Justin Morris Krieger, Sae Lee, Zar John Toolan, Gaurav Bhagat, Sooyoung Moon Cho
  • Computerized portfolio management tool
    Patent number: 11037244
    Abstract: Various examples are directed to providing portfolio management tools. For example, a system may generate a portfolio management user interface comprising a first table and a first rebalancing button. The first table may comprise an asset class name column; a model portfolio column indicating asset class weights in a model portfolio; a test portfolio column indicating asset class weights in a test portfolio; a modification column indicating modifications to asset class weights; a modified portfolio column indicating asset class weights in a modified portfolio; and a plurality of rows comprising a first row for a first asset class of the asset classes and a second row for a second asset class of the asset classes. The system may receive an indication that the user selected the rebalancing button and generate a first set of modifications to asset class weights to reduce a difference between the test portfolio and the model portfolio.
    Type: Grant
    Filed: March 2, 2018
    Date of Patent: June 15, 2021
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Justin Morris Krieger, Sae Lee, Zar John Toolan, Gaurav Bhagat, Sooyoung Moon Cho