METHOD FOR IMPLEMENTING A VIRTUAL COMMUNITY OF INVESTORS HAVING INVESTMENT PORTFOLIOS

METHOD FOR IMPLEMENTING A VIRTUAL COMMUNITY OF INVESTORS HAVING INVESTMENT PORTFOLIOS

A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the user's choice of investments relative to those sectors in which the investment resides, and re...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: LIN DANIEL, ZAIDI AKBER N, POZZI LISA R, SAWYER BRIAN N, GUSTAFSON GORDON K
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the user's choice of investments relative to those sectors in which the investment resides, and relative to a broader market. A second tool allows the user to evaluate the effectiveness of community stimuli on the user's portfolio. A third tool provides the user the capability to view relationships among a plurality of preferred analysts. With a fourth tool, a user may view a plurality of other analysts the user referred to the community.