US Patent No: 7,222,095
Number of patents in Portfolio can not be more than 2000
Method and system for comparison and evaluation of investment portfolios
Stats
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May 22, 2007
Issued date -
Jul 6, 2001
filing date -
09/900,724
serial no -
In Force
status
Importance
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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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First Claim
Related Publications
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International Classification(s)
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- [Patents Count]
Cited Art
| Patent Info | (Count) | # Cites | Year |
|---|---|---|---|
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| 5,414,838 System for extracting historical market information with condition and attributed windows | 127 | 1992 | |
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| 5,689,651 System for processing and displaying financial information | 163 | 1994 | |
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| 6,175,824 Method and apparatus for choosing a stock portfolio, based on patent indicators | 70 | 1999 | |
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| 5,819,238 Apparatus and accompanying methods for automatically modifying a financial portfolio through dynamic re-weighting based on a non-constant function of current capitalization weights | 270 | 1996 | |
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| 6,021,397 Financial advisory system | 524 | 1997 | |
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| 5,983,203 Computer implemented method for processing data items from different sources of a common business attribute | 13 | 1997 | |
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| 5,893,079 System for receiving, processing, creating, storing, and disseminating investment information | 182 | 1997 | |
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| 5,913,202 Financial information intermediary system | 327 | 1997 | |
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| 6,195,647 On-line transaction processing system for security trading | 282 | 1996 | |
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| 5,930,774 Method and computer program for evaluating mutual fund portfolios | 102 | 1996 | |
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| 6,850,897 Method and system for analyzing the use of profitability of an organization | 5 | 2000 | |
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| 6,049,783 Interactive internet analysis method | 69 | 1998 | |
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| 2002/0184,131 Security analyst estimates performance viewing system and method | 17 | 2001 | |
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| 6,976,000 Method and system for researching product dynamics in market baskets in conjunction with aggregate market basket properties | 13 | 2000 | |
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| 6,012,042 Security analysis system | 96 | 1996 | |
Patent Citation Ranking
Maintenance Fees
| Fee | Large entity fee | small entity fee | micro entity fee | due date |
|---|---|---|---|---|
| 7.5 Year Payment | $3600.00 | $1800.00 | $900.00 | Nov 22, 2014 |
| 11.5 Year Payment | $7400.00 | $3700.00 | $1850.00 | Nov 22, 2018 |
| Fee | Large entity fee | small entity fee | micro entity fee |
|---|---|---|---|
| Surcharge - 7.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge - 11.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
| Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
| Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |