COMPUTER-BASED METHOD FOR TEAMING RESEARCH ANALYSTS TO GENERATE IMPROVED SECURITIES INVESTMENT RECOMMENDATIONS

Patent №

US 7,941,359

Granted

2011-05-10

Filed 2007

Owner

WALL STREET ON DEMAND

+1 more

Lab

AI components

4

kr · planning · evo · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11768274

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.

AI classification

Planning1.00
Knowledge representation1.00
AI hardware0.84
Evolutionary computation0.60
Machine learning0.09
Natural language0.05
Vision0.00
Speech0.00

Ownership

WALL STREET ON DEMAND

assignment · 194790034

MARKIT ON DEMAND, INC.

namechg · 270340602

Assignors

TANNER, JAMES

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

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