Financial planning, namely, Providing a platform for automated and user-directed investments in stocks, cryptocurrencies, exchange-traded funds, and other financial instruments; financial technology services for facilitating, tracking, and analyzing investment performance.

'analyz':32 'autom':8 'cryptocurr':16 'direct':12 'exchang':18 'exchange-trad':17 'facilit':29 'financi':1,23,25 'fund':20 'instrument':24 'invest':13,33 'name':3 'perform':34 'plan':2 'platform':6 'provid':4 'servic':27 'stock':15 'technolog':26 'track':30 'trade':19 'user':11 'user-direct':10

Downloadable software using machine learning for managing financial investments, including automated and user-directed investments in stocks, cryptocurrencies, and other financial instruments.

'autom':11 'cryptocurr':19 'direct':15 'download':1 'financi':8,22 'includ':10 'instrument':23 'invest':9,16 'learn':5 'machin':4 'manag':7 'softwar':2 'stock':18 'use':3 'user':14 'user-direct':13

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