Securities analysis method and system

• US 7,801,788 B2
• Filed: 05/03/2001
• Issued: 09/21/2010
• Est. Priority Date: 05/03/2001
• Status: Active Grant

• Current Assignee: Charles Hillel Rosendorf
• Original Assignee: Charles Hillel Rosendorf
• Inventors: Rosendorf, Charles Hillel
• Primary Examiner(s): Havan; Thu Thao
• Application Number:
  US09/848,191
• Publication Number:
  US 20030028459A1
• Time in Patent Office: 3,428 Days
• Field of Search: 705/35, 705 36- 37
• US Class Current: 705/36.00R
• 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 financial data analysis system comprises a computer having a communication means for obtaining data related to a security; means for storing the data in memory; means for obtaining a second data point and means for storing the second data point in memory; means for comparing the data from the data points with data of an additional data point, which is randomly chosen from between the data points; and a display means to display the compared data. The system orders the randomly chosen data points prior to comparing data, then displays it as, for example, a table, spreadsheet export file, or graph. The compared data can be exported to a method of analyzing financial data. An individual can track a securities portfolio, monitor performance and make investment decisions based on performance. This invention may also analyze non-financial data.

Claims

1. A method for analyzing and representing 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, wherein the chosen data point further comprises a plurality of individual data points, not using an arithmetical pattern;

utilizing a computer to examine the data of the chosen data point with the data of the reference data point, thereby producing a data analysis; and

producing a representation of the data analysis.

2. The method as described in claim 1, 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.

3. The method as described in claim 2, further comprising the step of reporting the data analysis.

4. The method as described in claim 2, 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.

5. The method as described in claim 2, 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.

6. The method as described in claim 2, 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.

7. The method as described in claim 6, 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.

8. The method as described in claim 6, wherein the examining step comprises utilizing a comparison expressed by the equation

((FROMPoint−

TOPoint)/TOPoint)*100=+/−

%,

wherein each pair of “

TOPoint” and

“

FROMPoint”

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

9. The method as described in claim 2, wherein the ordering function comprises date order and each data point comprises the value of the security at a specific date.

10. The method as described in claim 2, 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.

11. The method as described in claim 2, further comprising the step of exporting the data analysis to a second method of analyzing financial data.

12. A system for analyzing and representing 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, wherein the chosen data point further comprises a plurality of chosen data points, not using an arithmetical pattern;

a computer 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; and

a means for representing the data analysis.

13. The system as described in claim 12, 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.

14. The system as described in claim 13, 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.

15. The system as described in claim 13, 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.

16. The system as described in claim 13, 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.

17. The system as described in claim 16, 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.

18. The system as described in claim 16, wherein the examining means further comprises a means for performing a comparison expressed by the equation

((FROMPoint−

TOPoint)/TOPoint)*100=+/−

%,

wherein each pair of “

TOPoint” and

“

FROMPoint”

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

19. The system as described in claim 13, wherein the ordering function comprises date order and each data point comprises a value of the security on a specific date.

20. The system as described in claim 13, 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.

21. The system as described in claim 13, further comprising a means for exporting the data analysis to a second means of analyzing financial data.

22. A method for analyzing and representing 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, wherein the chosen data point further comprises a plurality of chosen data points, not using an arithmetical pattern;

utilizing a computer to examine the data corresponding to the reference data point with the data corresponding to the chosen data point, thereby producing a data analysis; and

producing a representation of the data analysis.

23. The method as described in claim 22, further comprising the step of ordering the chosen data points prior to the examining step.

24. The method as described in claim 23, further comprising the step of reporting the data analysis.

25. The method as described in claim 23, wherein the category comprises finance.

26. The method as described in claim 25, 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.

27. A system for analyzing and representing 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, wherein the chosen data point further comprises a plurality of chosen data points, not using an arithmetical pattern;

a computer 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; and

a means for representing the data analysis.

28. The system as described in claim 27, wherein the examining means comprises a means for ordering the chosen data points prior to examining the data.

29. The system as described in claim 28, further comprising a reporting means to report the data analysis.

30. The system as described in claim 27, wherein the category comprises finance.

31. The system as described in claim 30, 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.