Stock and cash portfolio development system
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United States of America Patent
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-
Jul 21, 1992
Grant Date -
N/A
app pub date -
Oct 16, 1989
filing date -
Oct 16, 1989
priority date (Note) -
Expired
status (Latency Note)
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Abstract
The present invention combines data gathering and processing methodology with computer apparatus to produce a system whereby a list of stocks and a cash position is generated and purchased for investment and operating accounts. Specifically, the system integrates three areas of data: investment performance for investment managers (the investment manager database); federal Securities Exchange Commission (SEC) reports filed quarterly by investment managers (the government report database); and financial characteristics for a large number of stocks (the stock database). Various screens and criteria are applied to the three data areas. The investment managers in the investment manager database are screened to find investment managers with top performances who meet a series of other criteria. The government reports are screened based upon the largest stock holdings for the investment managers chosen in the first step. The stock database financial characteristics are applied against the stocks from the government reports.
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