Securities analysis method and system

• US 20030028459A1
• Filed: 05/03/2001
• Published: 02/06/2003
• Est. Priority Date: 05/03/2001
• Status: Active Grant

• Current Assignee: Rosendorf Charles Hillel
• Original Assignee: Rosendorf Charles Hillel
• Inventors: Hillel, Rosendorf Charles
• Granted Patent: US 7,801,788 B2
• Time in Patent Office: Days
• US Class Current: 705/36
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A system for analyzing financial data comprises a computer having a communication means for obtaining one or more points of data related to a security; means for storing the obtained data in a memory; a means for obtaining a second point of data related to the security and a means for storing the second data point in the memory; a means for comparing the data from the obtained data points with the data of an additional data point related to the security, the additional data point being randomly chosen from between the obtained data points; and a display means to display the compared data. The data points between which the comparison is made can also be randomly chosen. The system orders the randomly chosen data points prior to comparing the data, which is displayed in a format such as a table, spreadsheet export file, or graph. The compared data can be exported to a method of analyzing financial data. Using the present invention, an individual can track a securities portfolio, monitor its performance and make investment decisions based on performance. This invention may also analyze non-financial data.

Claims

1. A method for analyzing financial data, the method comprising the steps of:

obtaining a plurality of data points related to a security, each data point comprises associated data regarding the security;

designating one of the data points as a reference data point;

choosing one of the data points as a chosen data point, not using an arithmetical pattern; and

examining the data of the chosen data point with the data of the reference data point, thereby producing a data analysis.

2. The method as described in claim 1, wherein the chosen data point further comprises a plurality of chosen individual data points.

3. The method as described in claim 2, further comprising the step of ordering the chosen individual data points according to an ordering function prior to the examining step, thereby producing an ordered series and an ordered position corresponding to each chosen individual data point.

4. The method as described in claim 3, further comprising the step of reporting the data analysis.

5. The method as described in claim 4, wherein the reporting step comprises displaying the data analysis on a video display means.

6. The method as described in claim 5, wherein the displaying step further includes the step of formatting the data analysis in a format chosen from the group consisting of a table, a spreadsheet export file, or a graph.

7. The method as described in claim 3, wherein the examining step comprises utilizing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%,

wherein “

FROMPoint”

is the reference point and “

TOPoint”

is each of the chosen individual data points, and each ordered position corresponding to TOPoint follows in the ordered series the ordered position corresponding to FROMPoint.

8. The method as described in claim 3, wherein the examining step comprises utilizing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%,

wherein “

TOPoint”

is the reference point and “

FROMPoint”

is each of the chosen individual data points, and each ordered position corresponding to TOPoint follows in the ordered series the ordered position corresponding to FROMPoint.

9. The method as described in claim 3, wherein the reference point further comprises a plurality of reference individual data points, there being a one-to-one correspondence between the reference individual data points and the chosen individual data points.

10. The method as described in claim 9, wherein the examining step comprises utilizing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%

wherein each pair of “

FROMPoint” and

“

TOPoint”

are each corresponding reference individual data point and chosen individual data point.

11. The method as described in claim 9, wherein the examining step comprises utilizing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%

wherein each pair of “

TOPoint” and

“

FROMPoint”

are each corresponding reference individual data point and chosen individual data point.

12. The method as described in claim 3, wherein the ordering function comprises date order and each data point comprises the value of the security at a specific date.

13. The method as described in claim 3, wherein the ordering function comprises date-and-time order and each data point comprises a value of the security at a specific date and time.

14. The method as described in claim 3, further comprising the step of exporting the data analysis to a second method of analyzing financial data.

15. A system for analyzing financial data, the system comprising:

a means for obtaining a plurality of data points related to a security, each data point comprising associated data regarding the security;

a means for designating one of the data points as a reference data point;

a means for choosing one of the data points as a chosen data point, not using an arithmetical pattern;

a means for examining the data corresponding to the reference data point with the data corresponding to the chosen data point, thereby producing a data analysis.

16. The system as described in claim 15, wherein the chosen data point further comprises a plurality of chosen individual data points.

17. The system as described in claim 16, wherein the examining means comprises a means for ordering the chosen data points according to an ordering function, thereby producing an ordered series and an ordered position corresponding to each chosen individual data point.

18. The system as described in claim 17, further comprising a reporting means to report the data analysis.

19. The system as described in claim 18, wherein the reporting means comprises a means to display the data analysis in a format chosen from the group consisting of a table, a spreadsheet export file, or a graph.

20. The system as described in claim 17, wherein the examining means further comprises a means for performing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%,

wherein “

FROMPoint”

is the reference point and “

TOPoint”

is each of the chosen individual data points, and each ordered position corresponding to TOPoint follows in the ordered series the ordered position corresponding to FROMPoint.

21. The system as described in claim 17, wherein the examining means further comprises a means for performing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%,

wherein “

TOPoint”

is the reference point and “

FROMPoint”

is each of the chosen individual data points, and each ordered position corresponding to TOPoint follows in the ordered series the ordered position corresponding to FROMPoint.

22. The system as described in claim 17, wherein the reference point further comprises a plurality of reference individual data points, there being a one-to-one correspondence between the reference individual data points and the chosen individual data points.

23. The system as described in claim 22, wherein the examining means further comprises a means for performing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%

wherein each pair of “

FROMPoint” and

“

TOPoint”

are each corresponding reference individual data point and chosen individual data point.

24. The system as described in claim 22, wherein the examining means further comprises a means for performing a comparison expressed by the equation

((TOPoint−

FROMPoint)/FROMPoint)*100=+/−

%

wherein each pair of “

TOPoint” and

“

FROMPoint”

are each corresponding reference individual data point and chosen individual data point.

25. The system as described in claim 17, wherein the ordering function comprises date order and each data point comprises a value of the security on a specific date.

26. The system as described in claim 17, wherein the ordering function comprises date-and-time order and each data point comprises a value of the security at a specific date and time.

27. The system as described in claim 17, further comprising a means for exporting the data analysis to a second means of analyzing financial data.

28. A method for analyzing data of a category, the system comprising the steps of:

obtaining a plurality of data points related to the category, each data point comprises associated data regarding the category;

designating one of the data points as a reference data point;

choosing one of the data points as a chosen data point, not using an arithmetical pattern;

examining the data corresponding to the reference data point with the data corresponding to the chosen data point, thereby producing a data analysis.

29. The method as described in claim 28, wherein the chosen data point further comprises a plurality of chosen individual data points.

30. The method as described in claim 29, further comprising the step of ordering the chosen data points prior to the examining step.

31. The method as described in claim 30, further comprising the step of reporting the data analysis.

32. The method as described in claim 29, wherein the category comprises finance.

33. The method as described in claim 32, wherein the associated data is chosen from the group consisting of sales data, inventory data, cost data, margin data, income tax data, depreciation data, and amortization data.

34. A system for analyzing data of a category, the system comprising:

a means for obtaining a plurality of data points related to the category, each data point comprises associated data regarding the category;

a means for designating one of the data points as a reference data point;

a means for choosing one of the data points as a chosen data point, not using an arithmetical pattern;

a means for examining the data corresponding to the reference data point with the data corresponding to the chosen data point, thereby producing a data analysis.

35. The system as described in claim 34, wherein the chosen data point further comprises a plurality of chosen individual data points.

36. The system as described in claim 35, wherein the examining means comprises a means for ordering the chosen data points prior to examining the data.

37. The system as described in claim 36, further comprising a reporting means to report the data analysis.

38. The system as described in claim 35, wherein the category comprises finance.

39. The system as described in claim 38, wherein the associated data is chosen from the group consisting of sales data, inventory data, cost data, margin data, income tax data, depreciation data, and amortization data.