Patents by Inventor Zar John Toolan

Zar John Toolan 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
  • Dynamic electronic notifications based on contextual data
    Patent number: 11238385
    Abstract: A computer-implemented method may include retrieving, using at least one processor, a goal associated with a user from a user profile; generating, using the at least one processor, based in part on contextual information associated with the user, a plurality of metrics for the goal; based on the plurality of metrics and using the at least one processor, generating an action recommendation with respect to completion of the goal; and presenting the action recommendation to a user device of the user.
    Type: Grant
    Filed: May 11, 2016
    Date of Patent: February 1, 2022
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Richard Randolph Crowder, John C. Brenner, Zar John Toolan, Miguel A. Ruiz, Darrell Todd Slawson, Melissa Leisse, James D. Cahill
  • 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