Patent ID: 10290059

Abstract:
The Dynamic Portfolio Simulator Tool Apparatuses, Methods and Systems (“DPST”) transforms market assumptions, constraints inputs via DPST components into asset allocation record, portfolio allocation and graphic presentation outputs. The DPST includes a dynamic portfolio simulator apparatus. The DPST includes a computing processor and memory, and the memory includes the following instructions. The DPST includes instructions to obtain a user indication of portfolio simulation request including user configured market assumption parameters and retrieve a user interface template comprising a portfolio parameter configuration widget. The DPST also includes instructions to calculate a parameter range for the portfolio parameter configuration widget based on the user configured market assumption parameters and customize the portfolio parameter configuration widget with the calculated parameter range. Then the DPST may provide the customized portfolio parameter configuration widget to a user device and obtain a user input of portfolio parameter via the customized portfolio parameter configuration widget. The DPST may also provide portfolio composite outputs based on the user input of portfolio parameter and provide the calculated portfolio composite outputs via the user interface.