System And Method For Recommending Equity Investments

摘要

Interface, system, and method for recommending contextual equity investments based on rankings of a target investment relative to one or more investment strategies. For example, the rankings may include such investment strategies as “Quality,” “Value,” “Momentum,” “Growth,” “Dividend Yield,” or other recognizable strategies. A target investment chosen by the investor is displayed along with its rankings for one or more strategies, and at least one investment opportunity is displayed for each strategy. Each opportunity may have a ranking in the strategy for which it is recommended that exceeds the corresponding ranking for the target equity, and in each other strategy that is at least equal to the corresponding rankings for the target equity.

主权项

1. A system for recommending equity investments comprising:
a server; at least one database in communication with said server comprising a plurality of financial data for a plurality of investment opportunities; software executing on said server for generating a ranking engine that provides a ranking for each of the plurality of investment opportunities in a plurality of investment strategies; software executing on said server for generating a trading environment comprising a rankings interface; said rankings interface comprising a target stock indicator; at least one target stock ranking indicator; and at least one investment opportunity indicator; software executing on said server for accepting a user input identifying a target stock; software executing on said server for identifying at least one investment opportunity with a ranking that exceeds the ranking of said target stock in at least one investment strategy; software executing on said server for generating target stock data, target stock ranking data, and investment opportunity data; and software executing on said computer for displaying said target stock data, target stock ranking data, and investment opportunity data through the rankings interface.