Consolidation, sharing and analysis of investment information
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United States of America Patent
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Issued Date -
Dec 6, 2007
app pub date -
Apr 30, 2007
filing date -
May 1, 2006
priority date (Note) -
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Abstract
Systems and methods are described for gathering investment information of peers and/or other trusted sources and making the investment information and analysis available on a real-time basis. These systems and methods provide investment information and advisory services for individual members generated through peer research, real-time portfolio and trading sharing. Individual member account data is consolidated from a variety of data sources, and members are allowed to share the aggregate data set for the purposes of providing real-time information, insights, and investment recommendations to peers based upon individual performance, real-time trading activity, and summary member data.
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