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
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.