Invention Grant
- Patent Title: Computer-aided financial security analysis system and method
- Patent Title (中): 计算机辅助财务安全分析系统及方法
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Application No.: US11430521Application Date: 2006-05-08
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Publication No.: US07729971B2Publication Date: 2010-06-01
- Inventor: John Charles Williamson , Kathryn Ryan Booth , Francois Rene Trahan
- Applicant: John Charles Williamson , Kathryn Ryan Booth , Francois Rene Trahan
- Applicant Address: US NY New York
- Assignee: JPMorgan Chase Bank, N.A.
- Current Assignee: JPMorgan Chase Bank, N.A.
- Current Assignee Address: US NY New York
- Agency: Lowenstein Sandler PC
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
A computer-aided financial analysis system and method provides research analytical capabilities for modeling financial security holdings that include the capability to conduct multi-dimensional dynamic searches across fundamental research, technical research, market data and exposure to exogenous economic and market factors. The capability to isolate securities most susceptible to market movements and overlay available research analyses on top of this view and to view exposure to directional change in any exogenous economic and market factor on an individual security or portfolio of securities in a real-time, intuitive manner via charts, tables and/or heat maps is also provided.
Public/Granted literature
- US20070016502A1 Computer-aided financial security analysis system and method Public/Granted day:2007-01-18
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