发明名称 Computer based device to report the results of codified methodologies of financial advisors applied to a single security or element
摘要 The invention utilizes computer apparatus to automatically generate a display or report containing the result for a plurality of investment advisor methodologies (FIG. 2) for one specific security at a time (FIG. 18a). The user is not required to input any more information than the security identification because the information required for the calculations is readily available in the data storage means (FIG. 3, box 54). In addition to the result, a descriptive analysis (FIG. 7) can be provided which illustrates the reasoning (FIG. 7, box 144) of the particular advisor (FIG. 7, box 140) in support of the result (FIG. 7, box 146). Also a report can be provided for individual ratios (FIG. 8) applied to one specific security (FIG. 8, box 166) at a time for a plurality of investment advisor methodologies (FIG. 8, box 168). Another type of display or report the system could generate is an analysis by a plurality of advisors (FIG. 26, box 262), of a particular element selected from a list of elements (FIG. 23), within a related subject matter.
申请公布号 US6370516(B1) 申请公布日期 2002.04.09
申请号 US19980042476 申请日期 1998.03.16
申请人 REESE JOHN P 发明人 REESE JOHN P
分类号 G06Q40/00;(IPC1-7):G06F17/60 主分类号 G06Q40/00
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