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INVEST: an expert system for financial investments

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3 Author(s)
Heuer, S. ; Inst. fuer Numerische und Instrum. Math., Westfaelische Wilhelms Univ., Muenster, West Germany ; Koch, U. ; Cryer, C.

A description is given of INVEST, an expert system developed to help make financial decisions. In dialogues with bank officials, INVEST obtains information about a customer's wishes and attempts to make useful and well-founded investment proposals. INVEST is being written as an application of an expert system shell, DONALD, specially developed for this purpose. DONALD is a frame-based system using frame matching as its principal inference mechanism. The inference method and representation of objects as frames are examined in detail, and a brief description of DONALD is given.<>

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IEEE Expert  (Volume:3 ,  Issue: 2 )