STOCK PURCHASE INDICES

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.

PlanningG06Q 40/04G06Q 40/06

AI classification

Planning0.97
Knowledge representation0.32
Vision0.00
Speech0.00
Evolutionary computation0.00
Machine learning0.00
AI hardware0.00
Natural language0.00

Ownership

AMERITRADE HOLDING CORPORATION

assignment · 103160874

Assignors

RICKETTS, JOHN J., SCHUMANN, DOUGLAS F.

On an employer assignment, the assignors are typically the inventors.

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