Patent · US Active

System and method for using analyst data to identify peer securities

US7752112B2 · kind B2 · utility

13Cited by
63References
34Claims
0Family size

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Inventors

Key dates

Filing dateNov 9, 2006
Grant dateJul 6, 2010
Priority date
Expiry dateJun 30, 2027

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/06
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A system and method is provided for identifying peer securities relative to a primary security based, at least in part, on analyst coverage. Peer securities may be identified for the primary security by identifying one or more analysts associated with the primary security, and generating a set of candidate peer securities, each of which are associated with at least one of the primary security's analysts. A set of peer securities may be generated based on a degree of analyst overlap among the candidate peer securities. In some implementations, the set of peer securities may be customizable. Thus, investors, analysts, or other users may compare data for comparable securities based on degrees of overlapping analyst coverage, or the comparable securities may be analyzed in other ways, such as creating a classification system based on degrees of overlapping analyst coverage.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.