| CPC G06Q 40/04 (2013.01) [G06Q 40/06 (2013.01)] | 9 Claims |
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1. An electronic platform residing at one or more servers that communicate with client devices associated with one or more users of the electronic platform, the electronic platform comprising:
at least one processor; and
at least one memory communicatively connected to the processor and storing executable instructions that, when executed by the at least one processor, causes the at least one processor to perform operations comprising:
executing a product generation system;
generating, via the product generation system, tradable investment products in response to product request information received from a user of the electronic platform;
decomposing, via the product generation system, each tradable investment product into two or more priced components, each of the priced components having a different maturity;
generating, via the product generation system, pricing tables for each of the two or more priced components, the generated pricing tables comprising one or more risk calculations for computing price adjustments;
pre-fetching, via the product generation system, from a third party market server before a user input by the user of the electronic platform, pricing information for the two or more priced components based on a variety of deal terms;
receiving, via the product generation system, the user input, the user input identifying a set of the deal terms to be applied to the two or more priced components;
interpolating, via the product generation system, the pricing tables based on the set of the deal terms;
determining, via the product generation system, a price for each tradable investment product by (i) summing interpolated prices for each of the two or price components based on the interpolated pricing tables, and (ii) applying the pricing adjustments using the risk calculations;
determining that the user of the electronic platform is not certified to trade investment products generated by the product generation system, and based on the determining, executing a product education system, the product education system comprising a management dashboard configured to receive manager approval or selection of online courses associated with the tradable investment products, wherein the online courses are provided to the user of the electronic platform;
certifying, via the product education system, the user to trade the tradable investment products and displaying a control for user navigation to the product generation system;
detecting the control being actuated and navigating the user from the product education system to the product generation system;
executing a product exchange system;
establishing, via the product exchange system, an information exchange environment between the user of the electronic platform and other users of the electronic platform;
receiving, via the product exchange system, a selection of a first tradable investment product from the user of the electronic platform;
performing, via the product exchange system, investment backtesting and scenario analysis on the first tradable investment product; and
displaying, via the product exchange system, results of the investment backtesting to the user, the results showing how the first tradable investment product would have performed in a theoretical market scenario.
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