Computer based device to report the results of codified methodologies of financial advisors applied to a single security or element

US6370516B1 · kind B1 · utility

Inventor

• John Reese · Los Angeles, US

Key dates

• Filing date: Mar 16, 1998
• Grant date: Apr 9, 2002
• Expiry date: Mar 16, 2018

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/06
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

The invention utilizes computer apparatus to automatically generate a display or report containing the result for a plurality of investment advisor methodologies (FIG. 2) for one specific security at a time (FIG. 18a). The user is not required to input any more information than the security identification because the information required for the calculations is readily available in the data storage means (FIG. 3, box 54). In addition to the result, a descriptive analysis (FIG. 7) can be provided which illustrates the reasoning (FIG. 7, box 144) of the particular advisor (FIG. 7, box 140) in support of the result (FIG. 7, box 146). Also a report can be provided for individual ratios (FIG. 8) applied to one specific security (FIG. 8, box 166) at a time for a plurality of investment advisor methodologies (FIG. 8, box 168). Another type of display or report the system could generate is an analysis by a plurality of advisors (FIG. 26, box 262), of a particular element selected from a list of elements (FIG. 23), within a related subject matter.