Method and System For Advanced Financial Analysis

• US 20070288336A1
• Filed: 05/07/2007
• Published: 12/13/2007
• Est. Priority Date: 05/05/2006
• Status: Abandoned Application

• Current Assignee: finEye Corp.
• Original Assignee: finEye Corp.
• Inventors: Sundarram, Tejaswi, Malaviya, Paritosh
• Application Number:
  US11/745,086
• Publication Number:
  US 20070288336A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

A method and system for advanced financial analysis are disclosed In one embodiment, a computer-implemented method comprises collecting financial data from a plurality of data sources. Information is extracted from the financial data using a company specific template. The information is analyzed to generate results using customizable rules stored in a rules database. The results are provided to a user through a display device.

Claims

1. A computer-implemented method, comprising:

collecting financial data from a plurality of data sources;

extracting information from the financial data using a company specific template;

analyzing the information to generate results using customizable rules stored in a rules database; and

providing the results to a user through a display device.

2. The computer-implemented method of claim 1, wherein the plurality of data sources include a database including SEC reports, news data, market-wide data, and private research reports.

3. The computer-implemented method of claim 2, wherein analyzing the information further comprises analyzing off balance sheet items;

and analyzing academic models.

4. The computer-implemented method of claim 3, further comprising adjusting the academic models automatically based on the information.

5. The computer-implemented method of claim 4, further comprising executing one or more fuzzy logic rules.

6. The computer-implemented method of claim 5, further comprising generating a score for each academic model of the academic models.

7. The computer-implemented method of claim 6, further comprising providing one or more evaluations, the evaluations including an information level evaluation, a model level evaluation, a company level evaluation, a peer level evaluation, a portfolio level evaluation, an industry level evaluation, a sector level evaluation, and a macro economic level evaluation.

8. A computer program product tangibly embodied in a computer readable medium, the computer program product comprising instructions operable to cause a data processing equipment to:

collect financial data from a plurality of data sources;

extract information from the financial data using a company specific template;

analyze the information to generate results using customizable rules stored in a rules database; and

provide the results to a user through a display device.

9. The computer program product of claim 8, wherein the plurality of data sources include a database including SEC reports, news data, market-wide data, and private research reports.

10. The computer program product of claim 9, wherein analyzing the information further comprises analyzing off balance sheet items;

and analyzing academic models.

11. The computer program product of claim 10, further comprising instructions operable to cause the data processing equipment to adjust the academic models automatically based on the information.

12. The computer program product of claim 11, further comprising instructions operable to cause the data processing equipment to execute one or more fuzzy logic rules.

13. The computer program product of claim 12, further comprising instructions operable to cause the data processing equipment to generate a score for each academic model of the academic models.

14. The computer program product of claim 13, further comprising instructions operable to cause the data processing equipment to provide one or more evaluations, the evaluations including an information level evaluation, a model level evaluation, a company level evaluation, a peer level evaluation, a portfolio level evaluation, an industry level evaluation, a sector level evaluation, and a macro economic level evaluation.