Patents by Inventor Zamsheer Basheer

Zamsheer Basheer 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).

  • Intelligent portfolio replication
    Patent number: 11244399
    Abstract: The innovation disclosed and claimed herein, in one aspect thereof, comprises systems and methods of intelligent portfolio replication. The innovation receives an investment action request from a user. The investment action request is associated with a user investment account having a destination portfolio. The investment action request indicates a target portfolio. The target portfolio includes investments that are accessed. Allocations of each investment in the target portfolio are determined. The innovation determines trades that replicate the target portfolio using the determined allocations and a designated value of the destination portfolio. The trades are executed such that the target portfolio is replicated in the destination portfolio according to the allocations.
    Type: Grant
    Filed: August 8, 2018
    Date of Patent: February 8, 2022
    Assignee: Wells Fargo Bank, N.A.
    Inventor: Zamsheer Basheer
  • INTELLIGENT PORTFOLIO REPLICATION
    Publication number: 20200051171
    Abstract: The innovation disclosed and claimed herein, in one aspect thereof, comprises systems and methods of intelligent portfolio replication. The innovation receives an investment action request from a user. The investment action request is associated with a user investment account having a destination portfolio. The investment action request indicates a target portfolio. The target portfolio includes investments that are accessed. Allocations of each investment in the target portfolio are determined. The innovation determines trades that replicate the target portfolio using the determined allocations and a designated value of the destination portfolio. The trades are executed such that the target portfolio is replicated in the destination portfolio according to the allocations.
    Type: Application
    Filed: August 8, 2018
    Publication date: February 13, 2020
    Inventor: Zamsheer Basheer