System and method for a selecting an investment item

• US 20020059126A1
• Filed: 06/27/2001
• Published: 05/16/2002
• Est. Priority Date: 06/27/2000
• Status: Abandoned Application

• Current Assignee: John Ricciardi
• Original Assignee: John Ricciardi
• Inventors: Ricciardi, John
• Application Number:
  US09/892,958
• Publication Number:
  US 20020059126A1
• Time in Patent Office: Days
• US Class Current: 705/36
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A novel system and method for generating investment signals for investment items in a given set of investment items is described herein. One aspect of the present invention involves defining a set of rules that generate investment signals such as to “buy” or “sell”. These investment signals can be further scored with respect to a time period. Additional aspects of the present invention include further analyzing scoring the investment signals with the investment item'"'"'s past price behavior and/or capitalization. Investment items identified in accordance with the present invention can be compared with other investment item scores and a portfolio may also be generated. These investment items may then be displayed in a manner helpful to the investment trader.

Claims

1. A method for identifying and selecting an investment item comprising the steps of:

receiving a plurality of investment items;

causing a strategy to be selected to apply to such plurality of investment items;

causing a time-scale to be selected for use by the strategy;

applying the strategy to the plurality of investment items over the time-scale;

generating an investment signal for each investment item as a result of applying the strategy to at least one investment item;

transmitting the investment signal to a display device.

2. A method for identifying and selecting an investment item comprising the steps of:

receiving a plurality of investment items;

causing a plurality of strategies to be selected to apply to such plurality of investment items;

causing a time-scale associated with each strategy to be selected for use by the strategy;

applying each strategy to the plurality of investment items over the associated time-scale;

generating an investment signal for each investment item for each strategy as a result of applying each strategy to at least one investment item;

applying a weight to each investment signal for an investment item;

generating an aggregated investment signal by aggregating all weighted investment signals for an investment item;

transmitting the aggregated investment signal to a display device.

3. A system for identifying and selecting an investment item comprising:

receiver to receive a plurality of investment items;

transmitter cause a strategy to be selected to apply to such plurality of investment items;

transmitter to cause a time-scale to be selected for use by the strategy;

processor applying the strategy to the plurality of investment items over the time-scale and to generate an investment signal for each investment item as a result of applying the strategy to at least one investment item;

transmitter to transmit the investment signal to a display device.