System for optimizing energy purchase decisions

G - Physics – 06 – Q

Patent

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G06Q 50/00 (2006.01)

Patent

CA 2581443

A method of determining an optimal energy portfolio for a customer includes: quantifying the customer's risk/reward profile; obtaining customer data, including historical and forward customer data, said customer data including at least customer budgetary constraints; obtaining market data, including historical and forward market data; and determining, as the optimal energy portfolio for the customer, an energy portfolio based at least in part on (i) the customer's risk/reward profile, (ii) the customer's budget constraints, (iii) the customer data; and (iv) the market data.

L'invention concerne un procédé permettant de déterminer un portefeuille énergétique optimal pour un client. Ce procédé consiste à quantifier le profil risque/récompense du client ; à obtenir des données client, y compris des données client passées et futures, ces données client contenant au moins des contraintes budgétaires ; à obtenir des données commerciales, y compris des données commerciales passées et futures ; et à déterminer, comme portefeuille énergétique optimal du client, un porte-feuille énergétique basé au moins en partie sur (i) le profil risque/récompense du client, (ii) ses contraintes budgétaires, (iii) ses données client et (iv) les données commerciales.

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