Patent №
US 6,901,383
Granted
2005-05-31
Filed 1999
Owner
AMERITRADE HOLDING CORPORATION
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
09414781
A method and system for determining investor participation driven stock purchase indices. Raw customer trading data is received from an accounting system. The raw customer trading data is then aggregated to generate daily transaction total counts for all stocks (that is, total shares bought and sold, total market value, etc.) as well as daily transaction total counts for each individual stock. Aggregation of the raw customer data also addresses customer privacy concerns. The aggregated data is processed to produce moving averages, stock purchase indices, and stock rankings. The stock purchase indices are based on a diffusion index technique of segregating buyers from sellers, and with these relative counts, measures the breadth of investor purchasing participation. The stock purchase indices are then displayed to a graphical user interface. The display includes stock buy and sell ranking lists.
AI classification
Ownership
AMERITRADE HOLDING CORPORATION
assignment · 103160874
Assignors
RICKETTS, JOHN J., SCHUMANN, DOUGLAS F.
On an employer assignment, the assignors are typically the inventors.