Thomas J Oberlechner

US Patent:

20140081768, Mar 20, 2014

Filed:

Sep 12, 2013

Appl. No.:

14/025616

Inventors:

Thomas Johannes Oberlechner - San Francisco CA, US
Edward Casteel Milner - Dallas TX, US
Peter R. Paradis - San Jose CA, US
Julia Pitters - Vienna, AU

Assignee:

iMATCHATIVE Corp. - San Francisco CA

International Classification:

G06Q 30/02

US Classification:

705 1466

Abstract:

A machine may be configured as a recommendation machine that makes one or more recommendations to one or more users. The machine may provide a recommendation based on one or more psychometric profiles that correspond to a user, a product, a manager for the product, or any suitable combination thereof. The user may be a potential buyer of the product, and the manager for the product may fully or partially manage the product and consequently affect the value of the product. The user's psychometric profile may describe market understanding and risk tolerance possessed by the user, and the manager's psychometric profile may describe market understanding and risk tolerance held by the manager. Such psychometric profiles may be used to make recommendations of products. In addition, a psychometric profile for the product itself may be used in the making of such recommendations.

US Patent:

20160225087, Aug 4, 2016

Filed:

Jan 29, 2015

Appl. No.:

14/608496

Inventors:

- San Francisco CA, US
Thomas Johannes Oberlechner - San Francisco CA, US

International Classification:

G06Q 40/06
G06F 3/0481
G06F 3/0484

Abstract:

A machine may be configured to facilitate assessment of a user's preference for one decision alternative over another decision alternative. Accordingly, the machine may provide an intuitive preference assessment feature that generates and provides a report to help the user determine his or her true preference between at least two decision alternatives, for example, when the user has difficulty rationally deciding between at least two seemingly equal choices. The machine may automatically prompt the user to submit identifiers of decision alternatives, prompt the user to submit factual descriptors of those decision alternatives, generate an assessment for completion by the user, administer the assessment to the user, analyze submissions received from the user, and generate a report on the user's preference for one decision alternative over one or more other decision alternatives.

US Patent:

20160171608, Jun 16, 2016

Filed:

Dec 15, 2014

Appl. No.:

14/570656

Inventors:

- San Francisco CA, US
Thomas Johannes Oberlechner - San Francisco CA, US
Peter R. Paradis - San Jose CA, US
Julia Pitters - Vienna, AT

International Classification:

G06Q 40/06

Abstract:

Systems and methods are presented for finding similar funds to a target fund in an investor's financial portfolio. In some embodiments, a method is presented. The method may include accessing target fund characteristics data describing former characteristics of a target fund. The method may also include accessing first comparison fund characteristics data describing present characteristics of a first comparison fund, accessing second comparison fund characteristics data describing present characteristics of a second comparison fund, generating a first difference metric indicating a measure of similarity between the former characteristics of the target fund and the present characteristics of the first comparison fund, generating a second difference metric indicating a measure of similarity between the former characteristics of the target fund and the present characteristics of the second comparison fund, ranking the first and the second difference metrics, and causing display of a visual presentation of the ranking by a graphical display.

US Patent:

20150199746, Jul 16, 2015

Filed:

Mar 25, 2015

Appl. No.:

14/668091

Inventors:

- San Francisco CA, US
Thomas Johannes Oberlechner - San Francisco CA, US
Edward Casteel Milner - Dallas TX, US
Peter R. Paradis - San Jose CA, US
Julia Pitters - Vienna, AT

International Classification:

G06Q 30/06

Abstract:

A machine may be configured as a recommendation machine that makes one or more recommendations to one or more users. The machine may provide a recommendation based on one or more psychometric profiles that correspond to a user, a product, a manager for the product, or any suitable combination thereof. The user may be a potential buyer of the product, and the manager for the product may fully or partially manage the product and consequently affect the value of the product. The user's psychometric profile may describe market understanding and risk tolerance possessed by the user, and the manager's psychometric profile may describe market understanding and risk tolerance held by the manager. Such psychometric profiles may be used to make recommendations of products. In addition, a psychometric profile for the product itself may be used in the making of such recommendations.

Author:

Thomas Oberlechner

ISBN #:

0470012013