{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8527382","patent":{"patent_number":"US-8527382","title":"Asset planning and tracking","assignee":null,"inventors":[],"filing_date":"2003-12-17T00:00:00.000Z","publication_date":"2013-09-03T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q"],"num_claims":33,"abstract":"A asset planning and tracking system plans and tracks progress towards a savings goal and analyzes the consumption of assets that are being used to satisfy the savings goal. The system may further be configured to analyze a user's periodic (e.g., monthly, quarterly, yearly) transactions and provide suggested transactions if the user has excess income for the period. An asset planning and tracking system may be implemented in the context of a retirement planning system to aid a non-retired user in planning for his or her retirement and to aid a retired user in tracking the consumption of retirement assets."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Asset planning and tracking","description":"A asset planning and tracking system plans and tracks progress towards a savings goal and analyzes the consumption of assets that are being used to satisfy the savings goal. The system may further be ","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8527382","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-8527382","citation_suggestion":"Patentable. \"Asset planning and tracking\" (US-8527382). https://patentable.app/patents/US-8527382","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8527382","json":"https://patentable.app/api/llm-context/US-8527382","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-31T04:15:08.082Z"}