US 11,704,736 B1
Computerized portfolio management tool
Justin Morris Krieger, Saint Louis, MO (US); Sae Lee, Wildwood, MO (US); Zar John Toolan, St. Louis, MO (US); Gaurav Bhagat, Maryland Heights, MO (US); and Sooyoung Moon Cho, Chesterfield, MO (US)
Assigned to Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed by Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed on May 14, 2021, as Appl. No. 17/302,891.
Application 17/302,891 is a continuation of application No. 15/910,526, filed on Mar. 2, 2018, granted, now 11,037,244.
Claims priority of provisional application 62/466,746, filed on Mar. 3, 2017.
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/06 (2012.01); G06Q 40/04 (2012.01)
CPC G06Q 40/06 (2013.01) [G06Q 40/04 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system comprising:
a computing device comprising a processor unit programmed to perform operations comprising:
serving a portfolio management user interface screen to a user of the computing device, the portfolio management user interface screen comprising:
a first axis indicating time;
a second axis indicating portfolio size;
a first curve plotted on the first axis and the second axis, the first curve indicating a portfolio size over time for a first model portfolio;
a second curve plotted on the first axis and the second axis, the second curve indicating a portfolio size over time for a test portfolio; and
a rebalance button;
receiving, from the user, an instruction to drag the first curve, the instruction describing a size of the drag and a direction of the drag;
selecting a second model portfolio based at least in part on the size of the drag and the direction of the drag;
modifying the portfolio management user interface screen to include a third curve plotted on the first axis and the second axis, the third curve indicating a portfolio size over time for the second model portfolio;
receiving an indication that the user has selected the rebalance button;
responsive to receiving the indication that the user has selected the rebalance button, generating a first set of modifications to the test portfolio to reduce a difference between the test portfolio and the second model portfolio; and
displaying the first set of modifications to the test portfolio at the portfolio management user interface screen.