The Toronto-Dominion Bank (20250117856). GOAL TRACKING AND GOAL-BASED ADVICE GENERATION
GOAL TRACKING AND GOAL-BASED ADVICE GENERATION
Organization Name
Inventor(s)
John Jong-Suk Lee of Toronto CA
GOAL TRACKING AND GOAL-BASED ADVICE GENERATION
This abstract first appeared for US patent application 20250117856 titled 'GOAL TRACKING AND GOAL-BASED ADVICE GENERATION
Original Abstract Submitted
an example operation may include one or more of receiving a current status of a portfolio of a user and previous actions taken on the portfolio of the user over a predetermined period of time, determining a goal for the user based on execution of a generative artificial intelligence (genai) model on the current status of the portfolio of the user and the previous actions taken, receiving a request for the portfolio of the user via a user device, and in response to the request, generating a text-based description of the goal and displaying the text-based description of the goal with portfolio content from the portfolio of the user on a user interface of the user device.