System and method for facilitating the selection of security analyst research reports

• US 20050080695A1
• Filed: 10/09/2003
• Published: 04/14/2005
• Est. Priority Date: 10/09/2003
• Status: Abandoned Application

• Current Assignee: Thomson Reuters LLC (The Woodbridge Co. Ltd.)
• Original Assignee: Thomson Reuters LLC (The Woodbridge Co. Ltd.)
• Inventors: Gatto, Joseph G.
• Application Number:
  US10/681,286
• Publication Number:
  US 20050080695A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

A system and method for facilitating the selection of security analyst research reports is provided. Investors (or other users) seeking to efficiently target and access only those security analyst research reports most likely to assist in an investment-related decision may access an application. The application may enables users to simultaneously view (e.g., via a graphical user interface) current predictions of security analysts (or other contributors), research report objects associated with the predictions, and data, metrics, or other information corresponding to the historical performance of predictions made by the analysts. By simultaneously displaying historical performance data for contributors, along with their current predictions and research report objects associated with their current predictions, users are provided with objective criteria by which to guide their selection of research reports.

Claims

1. A computer-implemented system for helping users efficiently identify and access research reports for one or more securities, the system comprising:

means for accessing research reports for a plurality of contributors;

means for filtering the research reports based on at least a measure of the contributors'"'"' past performance; and

means for displaying, in a graphical user interface, a filtered listing of research report objects corresponding to the research reports that have been filtered.

2. The system of claim 1, wherein the research report objects comprise links that, when selected by a user, enable the user to access the corresponding research reports.

3. The system of claim 2, wherein accessing a research report comprises at least one of purchasing, viewing, downloading, or printing the research report.

4. The system of claim 1, wherein the measure of the contributors'"'"' past performance comprises at least one of a measure of estimate accuracy for each contributor on one or more securities, or a measure of profitability of stock ratings for each contributor on one or more securities.

5. A computer-implemented system for helping users efficiently identify and access research reports for one or more securities, the system comprising:

means for simultaneously displaying, in a graphical user interface, a listing of research report objects corresponding to research reports authored by one or more contributors, along with historical performance data for the one or more contributors.

6. The system of claim 5, wherein current predictions for the one or more contributors are also simultaneously displayed with the research report objects and historical performance data.

7. The system of claim 5, wherein the research report objects comprise links that, when selected by a user, enable the user to access the corresponding research reports.

8. The system of claim 7, wherein accessing a research report comprises at least one of purchasing, viewing, downloading, or printing the research report.

9. The system of claim 7, further comprising means for means for enabling a user to obtain additional information about a research report prior to accessing the research report.

10. The system of claim 5, wherein historical performance data comprises at least one of a measure of estimate accuracy for each contributor on one or more securities, or a measure of profitability of stock ratings for each contributor on one or more securities.

11. A computer-implemented system for helping users efficiently identify and access research reports for one or more securities, the system comprising means for simultaneously displaying, in a graphical user interface:

(i) a listing of research report objects corresponding to research reports authored by one or more contributors, wherein the research report objects comprise icons that, when selected by a user, enable the user to access the corresponding research reports;

(ii) historical performance data for the one or more contributors; and

(iii) means for enabling a user to obtain additional information about a research report prior to accessing the research report.

12. The system of claim 11, wherein the additional information comprises additional information about at least one of a contributor, entities with which the contributor is affiliated, or a research report.

13. A computer-implemented system for helping users efficiently identify and access research reports for one or more securities, the system comprising means for simultaneously displaying, in a graphical user interface:

(i) a list of some or all securities covered by a contributor;

(ii) the contributor'"'"'s current prediction for one or more fiscal events for each security listed;

(iii) at least one measure of the contributor'"'"'s historical performance for each security listed; and

(iv) research report objects corresponding to one or more research reports authored by the contributor for each security listed.

14. The system of claim 13, wherein the current prediction comprises an earnings estimate.

15. The system of claim 13, wherein the current prediction comprises a recommendation.

16. The system of claim 13, wherein the measure of the contributor'"'"'s historical performance comprises at least one of a measure of estimate accuracy for the contributor for each security listed, or a measure of profitability of stock ratings for the contributor for each security listed.

17. The system of claim 13, wherein the research report objects comprise links that, when selected by a user, enable the user to access the corresponding research reports.

18. The system of claim 17, wherein accessing a research report comprises at least one of purchasing, viewing, downloading, or printing the research report.

19. A computer-implemented system for helping users efficiently identify and access research reports for one or more securities, the system comprising means for simultaneously displaying, in a graphical user interface:

(v) a list of contributors having current predictions for a given security, for a selected fiscal event;

(vi) current predictions for the given security from each contributor listed;

(vii) a measure of each contributor'"'"'s historical performance for the given security; and

(viii) research report objects corresponding to one or more research reports authored by each contributor listed for the given security.

20. The system of claim 19, wherein the current predictions comprise earnings estimates.

21. The system of claim 19, wherein the current predictions comprise recommendations.

22. The system of claim 19, wherein the measure of each contributor'"'"'s historical performance for the given security comprises at least one of a measure of estimate accuracy for each contributor for the given security, or a measure of profitability of stock ratings for each contributor for the given security.

23. The system of claim 19, wherein the research report objects comprise icons that, when selected by a user, enable the user to access the corresponding research reports.

24. The system of claim 19, wherein accessing a research report comprises at least one of purchasing, viewing, downloading, or printing the research report.