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1.发明申请METHOD FOR IMPLEMENTING A VIRTUAL COMMUNITY OF INVESTORS HAVING INVESTMENT PORTFOLIOS 审中-公开实施投资组合投资者虚拟社区的方法公开(公告)号：US20130212045A1
公开(公告)日：2013-08-15
申请号：US13846521
申请日：2013-03-18
Applicant: Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
Inventor： Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
CPC classification number: G06Q50/01 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/025 , G06Q40/04 , G06Q40/06
Abstract: A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the user's choice of investments relative to those sectors in which the investment resides, and relative to a broader market. A second tool allows the user to evaluate the effectiveness of community stimuli on the user's portfolio. A third tool provides the user the capability to view relationships among a plurality of preferred analysts. With a fourth tool, a user may view a plurality of other analysts the user referred to the community.
Abstract translation: 为投资组合投资者团体提供分析工具的系统和方法。 第一个工具提供了用户选择有效性的指示，用户对投资选择的投资相对于投资所在的部门以及相对于更广泛的市场。 第二个工具允许用户评估社区刺激对用户投资组合的有效性。 第三个工具使用户能够查看多个优选分析人员之间的关系。 使用第四工具，用户可以查看用户引用社区的多个其他分析者。
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2.发明授权Method for implementing a virtual community of investors having investment portfolios 有权实施具有投资组合的投资者虚拟社区的方法公开(公告)号：US08401948B2
公开(公告)日：2013-03-19
申请号：US12173365
申请日：2008-07-15
Applicant: Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
Inventor： Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
IPC: G06Q40/00
CPC classification number: G06Q50/01 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/025 , G06Q40/04 , G06Q40/06
Abstract: A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the user's choice of investments relative to those sectors in which the investment resides, and relative to a broader market. A second tool allows the user to evaluate the effectiveness of community stimuli on the user's portfolio. A third tool provides the user the capability to view relationships among a plurality of preferred analysts. With a fourth tool, a user may view a plurality of other analysts the user referred to the community.
Abstract translation: 为投资组合投资者团体提供分析工具的系统和方法。 第一个工具提供了用户选择有效性的指示，用户对投资选择的投资相对于投资所在的部门以及相对于更广泛的市场。 第二个工具允许用户评估社区刺激对用户投资组合的有效性。 第三个工具使用户能够查看多个优选分析人员之间的关系。 使用第四工具，用户可以查看用户引用社区的多个其他分析者。
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3.发明申请公开(公告)号：US20080275825A1
公开(公告)日：2008-11-06
申请号：US12173365
申请日：2008-07-15
Applicant: Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
Inventor： Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
CPC classification number: G06Q50/01 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/025 , G06Q40/04 , G06Q40/06
Abstract: A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the user's choice of investments relative to those sectors in which the investment resides, and relative to a broader market. A second tool allows the user to evaluate the effectiveness of community stimuli on the user's portfolio. A third tool provides the user the capability to view relationships among a plurality of preferred analysts. With a fourth tool, a user may view a plurality of other analysts the user referred to the community.
Abstract translation: 为投资组合投资者团体提供分析工具的系统和方法。 第一个工具提供了用户选择有效性的指示，用户对投资选择的投资相对于投资所在的部门以及相对于更广泛的市场。 第二个工具允许用户评估社区刺激对用户投资组合的有效性。 第三个工具使用户能够查看多个优选分析人员之间的关系。 使用第四工具，用户可以查看用户引用社区的多个其他分析者。
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公开(公告)号：US07401039B1
公开(公告)日：2008-07-15
申请号：US09739565
申请日：2000-12-15
Applicant: Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
Inventor： Daniel Lin , Lisa R. Pozzi , Brian N. Sawyer , Gordon K. Gustafson , Akber N. Zaidi
IPC: G06Q40/00
CPC classification number: G06Q50/01 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/025 , G06Q40/04 , G06Q40/06
Abstract: A system and method for providing analytical tools for a community of investors having investment portfolios. A first tool provides an indication of a user's selection effectiveness regarding the user's choice of investments relative to those sectors in which the investment resides, and relative to a broader market. A second tool allows the user to evaluate the effectiveness of community stimuli on the user's portfolio. A third tool provides the user the capability to view relationships among a plurality of preferred analysts. With a fourth tool, a user may view a plurality of other analysts the user referred to the community.
Abstract translation: 为投资组合投资者团体提供分析工具的系统和方法。 第一个工具提供了用户选择有效性的指示，用户对投资选择的投资相对于投资所在的部门以及相对于更广泛的市场。 第二个工具允许用户评估社区刺激对用户投资组合的有效性。 第三个工具使用户能够查看多个优选分析人员之间的关系。 使用第四工具，用户可以查看用户引用社区的多个其他分析者。
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