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
OG exemplary drawing
 
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.