Stock and cash portfolio development system

Details Stock and cash portfolio development system Stock and cash portfolio development system

1989-10-16

1992-07-21

Shaw, Dale M.

Boots, shoes, and leggings

364401, G06G 752

Patent

active

051328992

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.

REFERENCES:
patent: 4334270 (1982-06-01), Towers
patent: 4597046 (1986-06-01), Musmanno et al.
patent: 4823265 (1989-04-01), Nelson
"Software Packages Assist Diverse Needs of Bond Portfolio Managers" Wall Street Computer Review Jun. 85 pp. 61-65.
"Insider Trading Databases" Satish Tyagi Wall Street Computer Review Jun. 85 pp. 53-56.
"Portfolio Management Systems" Steve Roberst Wallstreet Computer Review Mar. 89.
"The electric Wizard at Wall Street" Dec. 1984 Marketing Communications pp. 32-34.

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