Security analyst estimates performance viewing system and method
First Claim
1. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
- retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' current estimates for one or more future events;
determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events;
receiving a selection of a security from a user via a graphical user interface in communication with the computer; and
displaying simultaneously, on a display device operatively connected to the computer, for the user-selected security, on an analyst by analyst basis, only for analysts from among the one or more analysts that have a current estimate for the user-selected security, and whose historical accuracy satisfies a predetermined threshold;
i) an indication of historical accuracy for an analyst; and
ii) the analyst'"'"'s current estimate for a future event for the user-selected security.
14 Assignments
0 Petitions
Accused Products
Abstract
A method and system are provided for simultaneously displaying historical accuracy indicators for an analyst and the analyst'"'"'s estimate for a future event, on an analyst by analyst basis, for a selected one or more analysts, wherein the historical accuracy indicators and analyst'"'"'s estimate for a future event may involve one or more securities. Other information for simultaneous display may include one or more of historical performance indicators, analyst recommendation data, model information, and other current data, performance data and historical data, on an analyst by analyst basis, for a selected one or more analysts. Various display options may be available, such as displaying those analysts that have current estimates for a user selected security. Other viewing options may involve displaying data for a group of analysts for a current estimate for a user selected security. Other viewing options may be available and other information may be displayed.
101 Citations
45 Claims
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1. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' current estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; receiving a selection of a security from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, for the user-selected security, on an analyst by analyst basis, only for analysts from among the one or more analysts that have a current estimate for the user-selected security, and whose historical accuracy satisfies a predetermined threshold; i) an indication of historical accuracy for an analyst; and ii) the analyst'"'"'s current estimate for a future event for the user-selected security.
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2. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' current estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; receiving a selection of a security from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, for the user-selected security, on an analyst by analyst basis, only for analysts from among the one or more analysts whose historical accuracy for the user-selected security satisfies a predetermined threshold; i) an indication of historical accuracy for an analyst; and ii) the analyst'"'"'s current estimate for a future event for the user-selected security.
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3. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' current estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; receiving a selection of a security and one or more of the analysts from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, for the user-selected security, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst and ii) the analyst'"'"'s current estimate for a future event for the user-selected security.
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4. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical estimates for one or more historical events, and information relating to the plurality of analysts'"'"' current estimates for one or more future events; determining, by the computer, information relating to a consensus estimate for the one or more future events, wherein the consensus estimate is determined from the plurality of analysts'"'"' current estimates for the one or more future events; determining, by the computer, an indication of historical accuracy for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst; ii) the analyst'"'"'s current estimate for a future event; and iii) a graphical indication of whether the analyst'"'"'s current estimate for the future event is above or below the consensus estimate for the future event. - View Dependent Claims (5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical estimates for one or more historical events, and information relating to the plurality of analysts'"'"' current estimates for one or more future events; determining, by the computer, information relating to a consensus estimate for the one or more future events, wherein the consensus estimate is determined from the plurality of analysts'"'"' current estimates for the one or more future events; determining, by the computer, an indication of historical accuracy for the plurality of analysts based) in part, on the information relating to the plurality of analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst; ii) the analyst'"'"'s current estimate for a future event; and iii) a graphical indication of whether the analyst'"'"' s current estimate for the future event is above or below the consensus estimate for the future event and a difference between the analyst'"'"'s current estimate for the future event and the consensus estimate for the future event.
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24. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical estimates for one or more historical events, and information relating to the plurality of analysts'"'"' current estimates for one or more future events; determining, by the computer, information relating to a consensus estimate for the one or more future events, wherein the consensus estimate is determined from the plurality of analysts'"'"' current estimates for the one or more future events; determining, by the computer, an indication of historical accuracy for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst; ii) the analyst'"'"'s current estimate for a future event; and iii) a graphical indication of whether the analyst'"'"'s current estimate for the future event is above or below the consensus estimate for the future event by a predetermined amount.
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25. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical estimates for one or more historical events, and information relating to the plurality of analysts'"'"' current estimates for one or more future events; determining, by the computer, information relating to a consensus estimate for the one or more future events, wherein the consensus estimate is determined from the plurality of analysts'"'"' current estimates for the one or more future events; determining, by the computer, an indication of historical accuracy for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts whose historical accuracy satisfies a predetermined threshold; i) an indication of historical accuracy for an analyst; ii) the analyst'"'"'s current estimate for a future event; and iii) a graphical indication of whether the analyst'"'"'s current estimate for the future event is above or below the consensus estimate for the future event by a predetermined amount.
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26. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates for one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical estimates for one or more historical events, and information relating to the plurality of analysts'"'"' current estimates for one or more future events; determining, by the computer, information relating to a consensus estimate for the one or more future events, wherein the consensus estimate is determined from the plurality of analysts'"'"' current estimates for the one or more future events; determining, by the computer, an indication of historical accuracy for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; determining, by the computer, one or more of the user-selected analysts whose historical accuracy satisfies a predetermined threshold; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the one or more user-selected analysts whose historical accuracy satisfies the predetermined threshold; i) an indication of historical accuracy for an analyst; ii) the analyst'"'"'s current estimate for a future event; and iii) a graphical indication of whether the analyst'"'"'s current estimate for the future event is above or below the consensus estimate for the future event by a predetermined amount and a difference between the analyst'"'"'s current estimate for the future event and the consensus estimate for the future event. - View Dependent Claims (27, 28, 29, 30, 31)
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32. A computer-implemented method for displaying information relating to one or more analysts'"'"' estimates one or more future events, comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' current estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; determining, by the computer, a rating for the one or more analysts based, in part, on the historical accuracy determined for the one or more analysts; receiving a selection of one or more of the analysts from a user via a graphical user interface in communication with the computer; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst for one or more securities; and ii) the analyst'"'"'s current estimate for a future event for the one or more securities, wherein the user-selected analysts are displayed in an order based on the rating determined for the user-selected analysts.
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33. A computer-implemented method of displaying information relating to one or more analysts'"'"' recommendations for an action with respect to at least one security, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical recommendations for an action with respect to one or more securities, and information relating to the plurality of analysts'"'"' current recommendations for an action with respect to one or more securities; determining, by the computer, a numerical, value associated with a consensus recommendation for the one or more securities, wherein the numerical value associated with the consensus recommendation is determined from the plurality of analysts'"'"' current recommendations with respect to the one or more securities; determining, by the computer, an indication of historical performance for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical recommendations with respect to the one or more securities; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; determining, by the computer, a numerical value associated with the one or more user-selected analysts'"'"' current recommendations with respect to at least one security; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical performance for an analyst; ii) the analysts'"'"' current recommendation with respect to the at least one security; and iii) a graphical indication of whether the numerical value associated with the analyst'"'"'s current recommendation with respect to the at least one security is above or below the numerical value associated with the consensus recommendation for the at least one security.
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34. A computer-implemented method of displaying information relating to one or more analysts'"'"' recommendations for an action with respect to at least one security, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical recommendations for an action with respect to one or more securities; and
information relating to the plurality of analysts'"'"' current recommendations for an action with respect to one or more securities;determining, by the computer, a numerical value associated with a consensus recommendation for the one or more securities, wherein the numerical value associated with the consensus recommendation is determined from the plurality of analysts'"'"' current recommendations with respect to the one or more securities; determining, by the computer, an indication of historical performance for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical recommendations with respect to the one or more securities; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; determining, by the computer, a numerical value associated with the one or more user-selected analysts'"'"' current recommendations with respect to at least one security; displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical performance for an analyst; ii) a current recommendation of the analyst for an action with respect to the at least one security; and iii) a graphical indication of whether the numerical value associated with the analyst'"'"'s current recommendation with respect to the at least one security is above or below the numerical value associated with the consensus recommendation for the at least one security, and a difference between the numerical value associated with the analyst'"'"'s current recommendation and the numerical value associated with the consensus recommendation.
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35. A computer-implemented method of displaying information relating to one or more analysts'"'"' recommendations for an action with respect to at least one security, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical recommendations for an action with respect to one or more securities, and information relating to the plurality of analysts'"'"' current recommendations for an action with respect to one or more securities; determining, by the computer, a numerical value associated with a consensus recommendation for the one or more securities, wherein the numerical value associated with the consensus recommendation is determined from the plurality of analysts'"'"' current recommendations with respect to the one or more securities; determining, by the computer, an indication of historical performance for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical recommendations with respect to the one or more securities; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; determining, by the computer, a numerical value associated with the one or more user-selected analysts'"'"' current recommendations with respect to at least one security; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical performance for an analyst; ii) the analysts'"'"' current recommendation with respect to the at least one security; and iii) a graphical indication of whether the numerical value associated with the analyst'"'"'s current recommendation with respect to the at least one security exceeds the numerical value associated with the consensus recommendation for the at least one security by a predetermined amount, or is below the numerical value associated with the consensus recommendation by a predetermined amount.
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36. A computer-implemented method of displaying information relating to one or more analysts'"'"' recommendations for an action with respect to at least one security, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical recommendations for an action with respect to one or more securities, and information relating to the plurality of analysts'"'"' current recommendations for an action with respect to one or more securities; determining, by the computer, a numerical value associated with a consensus recommendation for the one or more securities, wherein the numerical value associated with the consensus recommendation is determined from the plurality of analysts'"'"' current recommendations with respect to the one or more securities; determining, by the computer, an indication of historical performance for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical recommendations with respect to the one or more securities; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; determining, by the computer, a numerical value associated with the one or more user-selected analysts'"'"' current recommendations with respect to at least one security; determining, by the computer, one or more of the user-selected analysts whose historical performance satisfies a predetermined threshold; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the one or more user-selected analysts whose historical performance satisfies the predetermined threshold; i) an indication of historical performance for an analyst based on selected criteria; ii) the analysts'"'"' current recommendation with respect to the at least one security; and iii) a graphical indication of whether the numerical value associated with the Analyst'"'"' s current recommendation with respect to the at least one security exceeds the numerical value associated with the consensus recommendation for the at least one security by a predetermined amount, or is below the numerical value associated with the consensus recommendation by a predetermined amount.
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37. A computer-implemented method of displaying information relating to one or more analysts'"'"' recommendations for an action with respect to at least one security, comprising:
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retrieving, from a database operatively connected to a computer, information relating to a plurality of analysts'"'"' historical recommendations for an action with respect to one or more securities, and information relating to the plurality of analysts'"'"' current recommendations for an action with respect to one or more securities; determining, by the computer, a numerical value associated with a consensus recommendation for the one or more securities, wherein the numerical value associated with the consensus recommendation is determined from the plurality of analysts'"'"' current recommendations with respect to the one or more securities; determining, by the computer, an indication of historical performance for the plurality of analysts based, in part, on the information relating to the plurality of analysts'"'"' historical recommendations respect to the one or more securities; receiving a selection of one or more of the plurality of analysts from a user via a graphical user interface in communication with the computer; determining, b the computer, a numerical value associated with the one or more user-selected analysts'"'"' current recommendations with respect to at least one security; and determining, by the computer, one or more of the user-selected analysts whose historical performance satisfies a predetermined threshold; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the one or more user-selected analysts whose historical performance satisfies the predetermined threshold; i) an indication of historical performance for an analyst; ii) the analysts'"'"' current recommendation with respect to the at least one security; and iii) a graphical indication of whether numerical value associated with the analyst'"'"'s current recommendation with respect to the at least one security exceeds the numerical value associated with the consensus recommendation for the at least one security by a predetermined amount or is below the numerical value associated with the consensus recommendation by a predetermined amount and a difference between the numerical value associated with the analyst'"'"'s current recommendation and the numerical value associated with the consensus recommendation. - View Dependent Claims (38, 39, 40, 41, 42)
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43. A computer-implemented method for displaying information relating to security analysts'"'"' estimates, the method comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the analysts from a user via a graphical user interface in communication with the computer; applying, by the computer, an aggregation prediction model to the one or more user-selected analysts'"'"' estimates for the one or more future events, wherein the aggregation prediction model includes one or more exclusion factors that specify criteria for excluding estimates from use in the aggregation prediction model; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst for one or more securities; ii) the analyst'"'"'s estimate for a future event for the one or more securities; and iii) a graphical indication of whether the exclusion factors resulted in the analyst'"'"'s estimate for the future event being excluded from use in the aggregation prediction model.
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44. A computer-implemented method for displaying information relating to security analysts'"'"' estimates, the method comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the analysts from a user via a graphical user interface in communication with the computer; applying, by the computer, an aggregation prediction model to the one or more user-selected analysts'"'"' estimates for the one or more future events, wherein the aggregation prediction model includes one or more exclusion factors that specify criteria for excluding estimates from use in the aggregation prediction model; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst for one or more securities; ii) the analyst'"'"'s estimate for a future event for the one or more securities; and iii) a graphical indication of whether the exclusion factors resulted in the analyst'"'"'s estimate for the future event being excluded from use in the aggregation prediction model and an indication of the criteria that resulted in the analyst'"'"'s estimate for the future event being excluded from use in the aggregation prediction model if the analyst'"'"'s estimate is excluded from use in the aggregation prediction model.
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45. A computer-implemented method for displaying information relating to security analysts'"'"' estimates, the method comprising:
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retrieving, from a database operatively connected to a computer, information relating to one or more analysts'"'"' historical estimates for one or more historical events, and information relating to the one or more analysts'"'"' estimates for one or more future events; determining, by the computer, an indication of historical accuracy for the one or more analysts based, in part, on the information relating to the one or more analysts'"'"' historical estimates for the one or more historical events; receiving a selection of one or more of the analysts from a user via a graphical user interface in communication with the computer; applying, by the computer, an aggregation prediction model to the one or more user-selected analysts'"'"' estimates for the one or more future events, wherein the aggregation prediction model includes one or more weighting factors that specify criteria for applying a weight to one or more estimates used in the aggregation prediction model; and displaying simultaneously, on a display device operatively connected to the computer, on an analyst by analyst basis, for the user-selected analysts; i) an indication of historical accuracy for an analyst for one or more securities; ii) the analyst'"'"'s estimate for a future event for the one or more securities; and iii) a graphical indication of the weight applied to the analyst'"'"'s estimate for the future event in the aggregation prediction model.
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Specification