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7020629 |
Momentum investment system, process and product
The disclosed mutual fund systems, processes and products involve: selecting, from the universe of asset classes, a restricted number of asset classes that have demonstrated superior returns by...
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7020631 |
Method for mortgage and closed end loan portfolio management
A method for mortgage and closed end loan portfolio management in the form of an analytic tool designed to improve analysis of past and future performance of loan portfolios. In accordance with one...
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7020630 |
Computer assisted securities trading
A securities trading system utilizes distributed data processing effected by a central processing station and a plurality of processing consoles all tied to a common network. The central station...
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7016873 |
System and method for tax sensitive portfolio optimization
A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and...
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7016872 |
System, method and computer readable medium containing instructions for evaluating and disseminating investor performance information
An investor's performance is evaluated by utilizing information pertaining to at least one transaction made by the investor, such as an individual or entity, involving at least one investment. This...
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7010510 |
Variance reduction technique for large scale risk management
A control variate Monte Carlo simulation for estimating the value of a portfolio of financial instruments is provided. The control variate uses a function dependent upon two state variables, the...
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7003484 |
Methods and systems for efficiently sampling portfolios for optimal underwriting
A method of valuation of large groups of assets by partial full underwriting, partial sample underwriting and inferred values of the remainder using an iterative and adaptive supervised and...
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7003483 |
System and method for optimizing the number of units of a security purchased or sold on a periodic basis
A system and method for calculating a number of units of a security or other investment instrument to be traded periodically in a fluctuating market in a manner that optimizes the per-unit dollar...
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6999938 |
Automated reply generation direct marketing system
A system for automatically preparing customized replies in response to communications from a plurality of clients. To facilitate automation and tracking, each original communication to the client...
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6985881 |
Methods and apparatus for automated underwriting of segmentable portfolio assets
A method of valuation of large groups of assets using an iterative and adaptive statistical evaluation to generate asset values is described. Individual asset values are developed and listed so...
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6983257 |
Security analyst performance tracking and analysis system and method
A system and method for measuring, analyzing, and tracking the past performance of security analysts' earnings estimates and recommendations. A database containing historical information pertaining...
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6968317 |
Method and apparatus for new accounts program
A method for opening an on-line brokerage account includes the steps of opening an on-line brokerage account for a user based on account information received from the user, the on-line brokerage...
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6968316 |
Systems, methods and computer program products for producing narrative financial analysis reports
Systems, methods, and computer program products for generating a narrative financial analysis of a financial statement of a business entity are provided. Financial information about a business...
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6963853 |
Method and apparatus for calculating a return on investment for weather-related risk management
A computer-implemented method and system evaluates and displays a return on investment for using weather-related risk-management services. The system includes user interfaces, databases containing...
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6947904 |
System and method for incorporating mortality risk in an investment planning model
A retirement planning method for computing possible future values of a portfolio of an investor. In one embodiment, the method includes the steps of (a) receiving a plurality of user inputs...
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6941280 |
Determining intra-day net asset value of an actively managed exchange traded fund
A system for determining an intra-day net asset value proxy of an actively managed exchanged traded fund and the like includes a trusted computer system that has a physical hardware and operating...
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6938010 |
Method of optimizing market and institutional risks in foreign exchange hedging
A method is provided of optimizing both market and institutional risks in foreign currency exchange hedging. The method includes the steps of selecting a VaR calculator and determining an...
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6938009 |
Digital computer system and methods for a synthetic investment and risk management fund
A computer-aided method for implementing at least one synthetic investment fund. The method includes providing a digital electrical computer apparatus including a digital computer having a...
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6922677 |
Multi-asset participation structured note and swap combination
A unitary investment instrument combining a swap and a structured note, both of which provide multiple utilization of capital. The unitary instrument has three performance components. An investor...
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6920432 |
Techniques of selecting securities for a portfolio using buyback ratio and dividend yield
A technique is provided for selecting a portfolio of securities for investment purposes. Specifically, the technique utilizes two types of securities-related data: dividend yields and buyback...
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6912509 |
Investment portfolio selection
A system for and method of investing a lump sum amount in order to return N periodic installments at a specified confidence level. A set of candidate investment instruments is selected from a...
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6907404 |
Automated investment chart pattern search system for technical analysis
An automated investment chart pattern search system is provided. The system includes a computer, a historical information database accessible by the computer having historical information for a...
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6907403 |
Identifying industry sectors using statistical clusterization
Provided is a technique for classifying stocks into business sectors by calculating, for each of multiple exogenous variables, a measure of a tendency for a value of a stock to change as a result...
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6901383 |
Stock purchase indices
A method and system for determining investor participation driven stock purchase indices. Raw customer trading data is received from an accounting system. The raw customer trading data is then...
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6879990 |
System for identifying potential licensees of a source patent portfolio
A list of potential licensees of a patent portfolio can be generated from a source patent portfolio. To identify the licensees, the source patent portfolio comprising, for example, all the patents...
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6862579 |
Systems, methods and computer program products for performing a generalized contingent claim valuation
Systems, methods and computer program products for performing a valuation of a contingent claim are provided that initially determine the present value distribution of contingent future benefits...
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6859788 |
Automated assessment of personal financial risk tolerance
A method and system for the automated assessment of personal financial risk tolerance comprises a data means for receiving responses to a series of questions, with each response being one of a...
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6859785 |
Diagnostic method and apparatus for business growth strategy
A method and apparatus for quantitatively determining the optimal mix of strategies to drive growth (i.e., in company profits). The growth strategy mix includes a reenergize component, an adjacency...
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6856971 |
Unitary investment having interrelated assets
A unitary investment instrument that may be either a swap or a note instrument, both of which provide multiple utilization of capital. The unitary instrument has two performance components. An...
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6856969 |
Bi-currency debt contract system and procedure
A bi-currency debt contract system for making secure debts and including guidelines and an associated procedure particularly adaptable for issuing debt of a hard or stabilized currency, such as but...
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6856972 |
Automated method for analyzing and comparing financial data
An improved and automated method of analyzing data is provided. The method includes the steps of: gathering data from at least one field in financial statements from at least two different time...
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6856973 |
Methods and systems for assessing creditworthiness of a country
A method for assessing the credit worthiness of a country is disclosed. The first step of the method is to create a database of economic scores for the country based upon a variety of economic...
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6850906 |
Real-time financial search engine and method
A real-time financial search engine retrieves financial updates in real-time. A condensation memory in the real-time financial search engine stores financial data in a compacted space that allows...
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6850897 |
Method and system for analyzing the use of profitability of an organization
The present invention is a method and system implementing a useful algorithm as a tool for analyzing the use of profitability of an organization. The system calculates a relationship between...
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6847943 |
Method for formulating an investment strategy for real estate investments
The method discloses a rule-based decision process which formulates an investment strategy in terms of short term debt, long term debt, short term equity, and/or long term equity for a variety of...
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6847944 |
Method of evaluating long-term average portfolio risk and return for cyclical corporation
A method of evaluating long-term average portfolio risk and return for a cyclical corporation includes the steps of obtaining historical pricing information for financial instruments used for a...
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6847945 |
Method for conducting a financial analysis
A method is disclosed for conducting a financial analysis. The method includes creating a financial analysis utility having a standardized format, and providing access through a communication...
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6839686 |
Method and system for providing financial information and evaluating securities of a financial debt instrument
An apparatus, method and data structure for procuring and analyzing information, particularly information regarding the financial markets. The system provides a comprehensive combination of...
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6839656 |
Method and arrangement for predicting measurement data by means of given measurement
A method and an arrangement are provided for predicting measurement data using given measurement data, in which a stochastic process is matched to the given measurement data. Simulation runs are...
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6836763 |
Billing system and method
A bill editor, generator, messaging and insert system and method comprises a portion of a bill production processor designed to create monthly billing statements which are sent to customers and...
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6832210 |
Market neutral pairtrade model
A process for implementing a market neutral relative value strategy to provide up-to-the-minute equity trading recommendations includes selecting pairtrades, each having both high correlation...
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6832211 |
System and method for producing technology-based price targets for a company stock
Target valuations for company stocks are produced based on the strength and quality of their technology. The valuations are derived from a combination of indicators that measure the quality of...
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6826541 |
Methods, systems, and computer program products for facilitating user choices among complex alternatives using conjoint analysis
Methods, systems, and computer program products for facilitating user choices among complex alternatives utilize conjoint analysis to simplify choices to be made by the user. A selector tool...
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6810386 |
Company information disclosure system and memory medium
A company information disclosure system quickly discloses information about companies listed in a securities exchange with fairness and in an adequate time to enhance the trading of the securities....
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6801201 |
Method for chart markup and annotation in technical analysis
A method for generating markup information and annotating a time series chart to display recognized pattern formations. Pivot points in the time series are identified and categorized. The pivot...
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6799167 |
Dynamic portfolio benchmarking
A benchmark portfolio is provided to be customizable to an investment portfolio where the customization is dynamic. Each customization can be recorded as a historical event, and the investment...
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6795811 |
Method for investing working capital
A method of doing business comprises receiving an investment contract offer from a corporate investor specifying a principal amount and a maturation term. The investment contract offer is...
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6792399 |
Combination forecasting using clusterization
Combination forecasts are generated using predictions obtained from a group of forecasters. The forecasters are first divided into a number of pre-defined clusters, which typically will have been...
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6778968 |
Method and system for facilitating opportunistic transactions using auto-probes
An automated internet based exchange system is described for controlling the exchanging of ownership interests in objects on a secondary market. The automated exchange includes one or more...
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6772146 |
Website for financial information
A system for retrieval and display of financial information to a plurality of users is disclosed. The users are provided with a portal display page which can be customized by the users to include...
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