{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8527397","patent":{"patent_number":"US-8527397","title":"Online automated software application for matching investors and traders to create risk controlled investment accounts","assignee":null,"inventors":[],"filing_date":"2012-06-04T00:00:00.000Z","publication_date":"2013-09-03T00:00:00.000Z","cpc_codes":["G06Q"],"num_claims":9,"abstract":"A method for an Internet-based software application is used to match specific investors to specific traders and traders' systems by running a set of compatibility algorithms. The compatibility algorithms identify similar qualities between investors and traders and compiles a list of high-incidence matches. Such qualities for the investors include investment tendencies and risk-tolerance criteria, and such qualities for the traders include trading tendencies. The software application will allow a specific investor(s) and a specific trader to broker a trade agreement that will accommodate the requirements for both parties. The software application will also allow a specific investor to implement a risk management strategy, which can be done in, but not limited to, four embodiments: the risk-control embodiment, the risk-control-with-pooling embodiment, the risk-transfer embodiment, and the risk-transfer-with-pooling embodiment."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"Online automated software application for matching investors and traders to create risk controlled investment accounts","description":"A method for an Internet-based software application is used to match specific investors to specific traders and traders' systems by running a set of compatibility algorithms. The compatibility algorit","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8527397","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-8527397","citation_suggestion":"Patentable. \"Online automated software application for matching investors and traders to create risk controlled investment accounts\" (US-8527397). https://patentable.app/patents/US-8527397","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8527397","json":"https://patentable.app/api/llm-context/US-8527397","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-30T19:33:35.072Z"}