Method and system for comparison and evaluation of investment portfolios
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United States of America Patent
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May 22, 2007
Grant Date -
Jan 23, 2003
app pub date -
Jul 6, 2001
filing date -
Jul 6, 2001
priority date (Note) -
Expired
status (Latency Note)
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Abstract
A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.
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