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The Toronto-Dominion Bank (20250117855). PREDICTING PERFORMANCE OF A PORTFOLIO WITH ASSET OF INTEREST

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PREDICTING PERFORMANCE OF A PORTFOLIO WITH ASSET OF INTEREST

Organization Name

The Toronto-Dominion Bank

Inventor(s)

Anand Pandey of Toronto CA

Prerak Trivedi of Toronto CA

Linda Ling Tao of Toronto CA

John Jong-Suk Lee of Toronto CA

PREDICTING PERFORMANCE OF A PORTFOLIO WITH ASSET OF INTEREST

This abstract first appeared for US patent application 20250117855 titled 'PREDICTING PERFORMANCE OF A PORTFOLIO WITH ASSET OF INTEREST

Original Abstract Submitted

an example operation may include one or more of storing a current portfolio of a user in memory, receiving contextual data of the user from a user device of the user, identifying an asset of interest of the user based on execution of a generative artificial intelligence (genai) model based on the received contextual data of the user and the current portfolio of the user stored in memory, predicting a performance of the current portfolio with the identified asset of interest included therein at a future point in time, and displaying the predicted performance of the current portfolio with the identified asset of interest included therein on a user interface.

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