System and method for a selecting an investment item
First Claim
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.
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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.
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Citations
3 Claims
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1. A method for identifying and selecting an investment item comprising the steps of:
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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.
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2. A method for identifying and selecting an investment item comprising the steps of:
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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.
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3. A system for identifying and selecting an investment item comprising:
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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.
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Specification