Security analyst estimates performance viewing system and method
First Claim
1. A system for monitoring analysts'"'"' estimates, comprising:
- at least one data repository configured to store, on a per analyst basis, current estimate data for a plurality of analysts, wherein the current estimate data stored in the at least one data repository includes at least an estimate amount and when the estimate was made; and
a computer communicatively coupled to the at least one data repository, wherein the computer is configured to;
analyze the current estimate data to determine when one or more alert conditions are satisfied;
identify at least one of the plurality of analysts associated with the one or more satisfied alert conditions; and
issue an alert indicating that the one or more alert conditions have been satisfied for the at least one identified analyst, wherein a terminal device in communication with the computer is configured to display the issued alert on a display device via a graphical user interface.
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Accused Products
Abstract
A system and method for measuring, analyzing, and tracking the past performance of security analysts'"'"' earnings estimates and recommendations. The present invention provides a database of historical data relating to security analyst earnings estimate predictions wherein a historical model enables users to view the historical data as a time series of earnings estimates for each analyst selected, for a selected period of time, for a predetermined earnings event. Users may define a model to automatically create enhanced composite estimates wherein an improved prediction of the quantity being estimated, such as company earnings, revenue or cash flow is obtained. Users may view performance screens and historical performance data for a particular contributor or various contributors for a given security. Other views may be available.
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Citations
38 Claims
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1. A system for monitoring analysts'"'"' estimates, comprising:
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at least one data repository configured to store, on a per analyst basis, current estimate data for a plurality of analysts, wherein the current estimate data stored in the at least one data repository includes at least an estimate amount and when the estimate was made; and a computer communicatively coupled to the at least one data repository, wherein the computer is configured to; analyze the current estimate data to determine when one or more alert conditions are satisfied; identify at least one of the plurality of analysts associated with the one or more satisfied alert conditions; and issue an alert indicating that the one or more alert conditions have been satisfied for the at least one identified analyst, wherein a terminal device in communication with the computer is configured to display the issued alert on a display device via a graphical user interface. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38)
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Specification