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Computer-based method for teaming research analysts to generate improved securities investment recommendations

机译:基于计算机的方法,用于将研究分析师组合在一起以生成改进的证券投资建议

摘要

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.
机译:一种基于计算机的方法,用于组合各个研究提供者(例如股票分析师)的投资建议。该方法包括提供运行研究团队管理模块的服务器。单个研究提供者的列表显示在链接到服务器网络的客户端节点上。根据包括许多研究提供者在内的用户输入生成研究小组。将团队规则分配给团队,以定义一种算法来处理来自团队成员的建议。为团队中的研究提供者检索有关证券的建议,并通过将团队规则应用于建议来生成团队建议。团队建议将报告给客户节点以指导投资。各个建议的处理可以包括将不同的权重应用于肯定和否定建议,并将加权的建议进行组合,权重是用户选择的研究团队成员的不同优势。

著录项

  • 公开/公告号US8185469B2

    专利类型

  • 公开/公告日2012-05-22

    原文格式PDF

  • 申请/专利权人 JAMES TANNER;

    申请/专利号US201113083138

  • 发明设计人 JAMES TANNER;

    申请日2011-04-08

  • 分类号G06Q40/00;

  • 国家 US

  • 入库时间 2022-08-21 17:28:10

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