Computer-based method for teaming research analysts to generate improved securities investment recommendations
US7941359B2 · kind B2 · utility
Assignee
Inventor
Key dates
| Filing date | Jun 26, 2007 |
| Grant date | May 10, 2011 |
| Priority date | — |
| Expiry date | Dec 12, 2029 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/06
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
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.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.