Financial information display system

• US 20040220868A1
• Filed: 05/01/2003
• Published: 11/04/2004
• Est. Priority Date: 05/01/2003
• Status: Active Grant

• Current Assignee: Cognitive Engineering Associates LLC
• Original Assignee: Marvin Dainoff Associates, Inc.
• Inventors: Dainoff, Charles A., Dainoff, Marvin J.
• Granted Patent: US 7,644,024 B2
• Time in Patent Office: Days
• US Class Current: 705/36
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• 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 display system for providing financial information regarding publicly traded securities includes a display having seven valuation metrics related to a publicly traded security displayed on a scatter chart. Each metric may be selected to permit a user to view detailed information concerning the metric. A user may successively drill down in the displayed information to obtain finer and finer detailed information related to the security. The display system also provides a comparison of the valuation metrics of several selected securities.

Claims

1. A method of displaying financial information related to publicly traded securities, comprising:

identifying a desired security;

obtaining data regarding the security from a database;

determining at least two different metrics for the valuing the security using the data from the database, the at least two metrics selected from the following;

free cash flow to equity valuation,

free cash flow to the firm valuation,

price per earnings per share valuation,

price per sales valuation,

price per cash flow valuation,

price per book value valuation, and

dividend discount model valuation; and

displaying the at least two metrics on an output device.

2. The method of claim 1, wherein a plurality of valuation metrics for the security are determined and displayed.

3. The method of claim 2, wherein seven metrics for the security are determined and displayed.

4. The method of claim 1, wherein the at least two valuation metrics are displayed on a scatter chart having an axis with positive and negative ordinates.

5. The method of claim 1, further comprising storing data related to the at least two valuation metrics.

6. The method of claim 1, further comprising displaying information related to the determination of a particular metric and the data obtained from the database when requested by a user.

7. The method of claim 6, wherein information related to the determination of a particular valuation metric and data from the database are displayed when a user selects an item related to the metric from a computer screen by moving a cursor on the screen to the item and indicating the item.

8. The method of claim 1, further comprising:

identifying at least a second security;

obtaining data regarding the second security from a database;

determining at least two different metrics for the valuing the second security using the data from the database, the at least two metrics selected from the following;

free cash flow to equity valuation,

free cash flow to the firm valuation,

price per earnings per share valuation,

price per sales valuation,

price per cash flow valuation,

price per book value valuation, and

dividend discount model valuation; and

displaying the at least two metrics for the first and second securities on an output device.

9. The method of claim 8, wherein displaying the at least two metrics for the first and second securities comprises displaying the metrics in a table.

13. The method of claim 12, wherein delivering a graphical display of the at least two metrics to the second computer comprises delivering the graphical display with an Internet web page.

12. A method of providing financial data over a network including at least first and second computers, the method comprising:

receiving a request at the first computer from a user at the second computer, the request identifying a desired security;

obtaining data regarding the security from a database at the first computer;

determining at least two different metrics for valuing the security using the data at the first computer, the at least two metrics selected from the following;

free cash flow to equity valuation,

free cash flow to the firm valuation,

price per earnings per share valuation,

price per sales valuation,

price per cash flow valuation,

price per book value valuation, and

dividend discount model valuation; and

delivering a graphical display of the at least two metrics from the first computer to the second computer.

14. A system for providing financial information related to publicly trades securities, comprising a first computer configured to receive a request identifying a desired security;

to obtain data regarding the security from a database;

to determine at least two different metrics for valuing the security, the at least two metrics selected from;

free cash flow to equity valuation,

free cash flow to the firm valuation,

price per earnings per share valuation,

price per sales valuation,

price per cash flow valuation,

price per book value valuation, and

dividend discount model valuation; and

to deliver a graphical display of the at least two metrics to an output device.

15. The system of claim 14, further comprising a second computer in communication with said first computer, said second computer configured to receive information from said first computer and to display said information on a scatter chart.

16. The system of claim 15, wherein said first computer is configured to receive the request from said second computer and to deliver said graphical display to an output device at said second computer.

17. A method of providing financial information related to publicly traded securities, comprising:

establishing a hierarchical structure of objectives and means to accomplish the objectives, comprising overall investment goals, valuation principles, valuation concepts, and data related to individual publicly traded securities;

determining potential investor actions; and

developing display formats to support the determined potential investor actions.