US 6,983,257 B2 | ||
Security analyst performance tracking and analysis system and method | ||
Joseph G. Gatto, San Francisco, Calif. (US) | ||
Assigned to Starmine Corporation, San Francisco, Calif. (US) | ||
Filed on Apr. 10, 2002, as Appl. No. 10/119,082. | ||
Application 10/119082 is a division of application No. 09/296620, filed on Apr. 23, 1999. | ||
Claims priority of provisional application 60/082868, filed on Apr. 24, 1998. | ||
Prior Publication US 2002/0156714 A1, Oct. 24, 2002 | ||
Int. Cl. G06F 17/60 (2006.01) |
U.S. Cl. 705—36 | 16 Claims |
1. A computer-implemented system for objectively measuring security analysts' performance based on historical accuracy of
their earnings predictions for one or more securities, the system comprising:
a database of historical data, the historical data including:
(i) individual earnings predictions by a plurality of analysts pertaining to at least one earnings event for a given security;
(ii) revisions made by an analyst to an earnings prediction prior to an actual earnings report date;
(iii) actual reported earnings for earnings events for securities; and
(iv) dates of the earnings predictions, revisions to earnings predictions, and the actual reported earnings;
a user interface for selecting criteria, including one or more of a time frame over which earnings predictions are to be measured;
a number of periods over which to measure performance; at least one error metric to be used to calculate performance; one
or more securities over which to measure performance; and exclusion criteria by which to exclude certain earnings predictions;
and a processor for determining performance based on the selected criteria and the historical data.
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