{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8473390","patent":{"patent_number":"US-8473390","title":"Computerized method and system for managing a financial portfolio relative to market volatility","assignee":null,"inventors":[],"filing_date":"2009-07-22T00:00:00.000Z","publication_date":"2013-06-25T00:00:00.000Z","cpc_codes":["G06Q","G06Q"],"num_claims":20,"abstract":"The system and method for managing a financial portfolio relative to market stability includes determining a first allocation of assets in the portfolio and a level of equity exposure, the portfolio including a plurality of funds; monitoring a quantitative risk indicator for market signals, determining whether the quantitative risk indicator meets a predetermined risk threshold value and if the risk indicator meets the risk threshold value, adjusting the level of equity exposure by selling a first position on a first set of options associated with a first fund and purchasing a second position on a second set of options associated with a second fund."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Computerized method and system for managing a financial portfolio relative to market volatility","description":"The system and method for managing a financial portfolio relative to market stability includes determining a first allocation of assets in the portfolio and a level of equity exposure, the portfolio i","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8473390","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-8473390","citation_suggestion":"Patentable. \"Computerized method and system for managing a financial portfolio relative to market volatility\" (US-8473390). https://patentable.app/patents/US-8473390","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8473390","json":"https://patentable.app/api/llm-context/US-8473390","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-30T15:32:53.557Z"}