Methods and systems for measuring performance of a security analyst
First Claim
1. A computer implemented system for displaying security analyst recommendation information, comprising:
- a database including information on an overall analyst score which includes a value add that is obtained by subtracting a return of a benchmark portfolio from a return of a simulated portfolio return, the return of the benchmark portfolio being derived exclusively from a selected set of securities that are included in a set of securities covered by the analyst, the simulated portfolio including constituents and weights that are a function of the analyst'"'"'s recommendations on the securities in the selected set;
a user interface including a plurality of selectable user inputs to enable a user to display analyst security recommendation information;
an input device operable by a user; and
a display for displaying at least one output of a security analyst information according to the selected user inputs.
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Accused Products
Abstract
A computer implemented system for displaying security analyst recommendation information includes a database includes information on an overall analyst score. The overall analyst score has a value add that is obtained by subtracting a return of a benchmark portfolio from a return of a simulated portfolio return. The return of the benchmark portfolio is derived exclusively from a selected set of securities included in a set of securities covered by the analyst. The simulated portfolio includes constituents and weights that are a function of the analyst'"'"'s recommendations on the securities in the selected set. A user interface is provided with a plurality of selectable user inputs. The user inputs enable a user to display analyst security recommendation information. An input device is included that is operable by a user. A display is provided for displaying at least one output of a security analyst information according to the selected user inputs.
128 Citations
71 Claims
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1. A computer implemented system for displaying security analyst recommendation information, comprising:
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a database including information on an overall analyst score which includes a value add that is obtained by subtracting a return of a benchmark portfolio from a return of a simulated portfolio return, the return of the benchmark portfolio being derived exclusively from a selected set of securities that are included in a set of securities covered by the analyst, the simulated portfolio including constituents and weights that are a function of the analyst'"'"'s recommendations on the securities in the selected set;
a user interface including a plurality of selectable user inputs to enable a user to display analyst security recommendation information;
an input device operable by a user; and
a display for displaying at least one output of a security analyst information according to the selected user inputs. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A computer implemented system for displaying security analyst recommendation information, comprising:
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a database including information on an analyst'"'"'s securities recommendation performance for a plurality of securities listed on a securities recommendation list;
a user interface including a plurality of selectable user inputs to enable a user to display analyst security recommendation information;
a user interface including a plurality of selectable user inputs to enable the user to display analyst security recommendation information;
an input device operable by a user; and
a display that simultaneously displays at least one output of the analyst'"'"'s securities recommendation performance and an estimates performance for a plurality of securities listed on a securities estimates list of the analyst. - View Dependent Claims (17)
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18. A computer implemented system for displaying security analyst recommendation information, comprising:
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a database including information on at least a portion of securities covered by an analyst, a user interface including a plurality of selectable user inputs to enable a user to display analyst security recommendation information;
an input device operable by a user; and
a display for displaying at least one output of a security analyst information according to the selected user inputs;
wherein the system provides a summary of an individual analyst'"'"'s securities recommendation performance that is displayable as an output in the form of at least one of a summary by security table, a summary by security group table or an analyst overall score. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55)
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56. A computer implemented system for displaying security analyst recommendation information, comprising:
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a database including information on at least a portion of securities covered by an analyst, a user interface including a plurality of selectable user inputs to enable a user to display analyst security recommendation information;
an input device operable by a user;
a display for displaying at least one output of a security analyst information according to the selected user inputs; and
wherein the system provides a summary of an individual analyst'"'"'s ratings for a security that is displayable as a chart with at least first and second time series plots, the first time series plot being representative of the analyst'"'"'s recommendations over time with the analyst'"'"'s recommendations plotted against a vertical axis that is representative of recommendation levels and a horizontal axis that is representative of time, and the second time series plots being representative of a price for the security over time with the price for the security plotted against another vertical axis that is representative of security price and the horizontal axis is representative of time. - View Dependent Claims (57, 58, 59, 60, 61, 62, 63, 64, 65, 66, 67, 68, 69, 70)
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71. A computer implemented system for measuring an analyst'"'"'s security recommendation performance, comprising:
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means for providing information on at least a portion of securities covered by an analyst;
means for providing a plurality of selectable user inputs to enable a user to display analyst security recommendation information;
means for providing input by a user; and
means for displaying at least one output of a security analyst information according to the selected user inputs.
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Specification