WO1999056192A3 - Security analyst performance tracking and analysis system and method - Google Patents

Security analyst performance tracking and analysis system and method Download PDF

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Publication number
WO1999056192A3
WO1999056192A3 PCT/US1999/008909 US9908909W WO9956192A3 WO 1999056192 A3 WO1999056192 A3 WO 1999056192A3 US 9908909 W US9908909 W US 9908909W WO 9956192 A3 WO9956192 A3 WO 9956192A3
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WO
WIPO (PCT)
Prior art keywords
earnings estimates
analysis system
analysts
analyst
performance tracking
Prior art date
Application number
PCT/US1999/008909
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French (fr)
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WO1999056192A9 (en
WO1999056192A2 (en
Inventor
Joseph G Gatto
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Starmine Corp
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Publication date
Application filed by Starmine Corp filed Critical Starmine Corp
Priority to AU39660/99A priority Critical patent/AU3966099A/en
Publication of WO1999056192A2 publication Critical patent/WO1999056192A2/en
Publication of WO1999056192A9 publication Critical patent/WO1999056192A9/en
Publication of WO1999056192A3 publication Critical patent/WO1999056192A3/en

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Abstract

A system and method for measuring, analysing, and tracking (figure 7) the past performance of security analysts' earnings estimates and recommandations (Figure 1). A database containing historical information pertaining to analyst earnings estimates and recommendations is downloaded into the system. Pre-calculated data values are also added to the database including adjustment factors a single or set of analysts based upon their historical earnings estimates as compared to actual earnings estimates over time, and other user-defined performance analysis set parameters and metrics (Figure 2). A weighting factor may also be calculated for a set of analysts based upon factors such as the recency of an analyst's earnings estimates (Figure 3).
PCT/US1999/008909 1998-04-24 1999-04-23 Security analyst performance tracking and analysis system and method WO1999056192A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU39660/99A AU3966099A (en) 1998-04-24 1999-04-23 Security analyst performance tracking and analysis system and method

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US8286898P 1998-04-24 1998-04-24
US60/082,868 1998-04-24

Publications (3)

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WO1999056192A2 WO1999056192A2 (en) 1999-11-04
WO1999056192A9 WO1999056192A9 (en) 2000-02-24
WO1999056192A3 true WO1999056192A3 (en) 2000-08-03

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PCT/US1999/008909 WO1999056192A2 (en) 1998-04-24 1999-04-23 Security analyst performance tracking and analysis system and method

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US (3) US6510419B1 (en)
AU (1) AU3966099A (en)
WO (1) WO1999056192A2 (en)

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