Invention Grant
US07941359B2 Computer-based method for teaming research analysts to generate improved securities investment recommendations 有权
基于计算机的方法,用于组合研究分析师,以产生改进的证券投资建议

  • Patent Title: Computer-based method for teaming research analysts to generate improved securities investment recommendations
  • Patent Title (中): 基于计算机的方法,用于组合研究分析师,以产生改进的证券投资建议
  • Application No.: US11768274
    Application Date: 2007-06-26
  • Publication No.: US07941359B2
    Publication Date: 2011-05-10
  • Inventor: James Tanner
  • Applicant: James Tanner
  • Applicant Address: US CO Boulder
  • Assignee: Wall Street on Demand
  • Current Assignee: Wall Street on Demand
  • Current Assignee Address: US CO Boulder
  • Agency: Marsh Fischmann & Breyfogle LLP
  • Agent Kent A. Lembke
  • Main IPC: G06Q40/00
  • IPC: G06Q40/00
Computer-based method for teaming research analysts to generate improved securities investment recommendations
Abstract:
A computer-based method for combining investment recommendations of individual research providers such as stock analysts. The method includes providing a server running a research team management module. A list of individual research providers is displayed on a client node linked to the server network. A research team is generated based on user input including a number of the research providers. Team rules are assigned to the team defining an algorithm for processing recommendations from the members of the team. Recommendations for securities are retrieved for the research providers on the team, and team recommendations are generated by applying the team rules to the recommendations. Team recommendations are reported to the client node for guiding investments. Processing of the individual recommendations may include applying differing weights to the positive and negative recommendations and combining the weighted recommendations, with the weights being user-selected differentiating strengths of members of the research team.
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