U.S. federal trademark · Serial No. 50098011
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating stock-selection recommendations, portfolio-allocation recommendations, and portfolio-rebalancing recommendations based on financial fundamentals and market data; Software as a service (SAAS) services featuring software for connecting to brokerage and bank accounts, facilitating automated funds transfers, enabling user-authorized securities transactions through connected brokerage accounts, backtesting investment strategies, conducting simulated securities trading, and analyzing investment portfolios; Software as a service (SAAS) services featuring software for financial data visualization, namely, displaying portfolio allocations, historical and simulated investment performance, portfolio growth, investment returns, benchmark comparisons, and portfolio risk analytics
Downloadable mobile applications using artificial intelligence (AI) for analyzing financial fundamentals and market data, generating stock-selection and portfolio-allocation recommendations, facilitating systematic investing and portfolio rebalancing, connecting to brokerage and bank accounts, enabling user-authorized securities transactions and automated funds transfers through connected accounts, backtesting investment strategies, conducting simulated securities trading, and tracking and visualizing portfolio allocations, investment performance, returns, benchmark
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