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公开(公告)号：US20070282728A1
公开(公告)日：2007-12-06
申请号：US11796760
申请日：2007-04-30
申请人： Steven Carpenter , Douglas Reed , Sven Junkergard
发明人： Steven Carpenter , Douglas Reed , Sven Junkergard
CPC分类号： G06Q40/06
摘要： Systems and methods are described for gathering investment information of peers and/or other trusted sources and making the investment information and analysis available on a real-time basis. These systems and methods provide investment information and advisory services for individual members generated through peer research, real-time portfolio and trading sharing. Individual member account data is consolidated from a variety of data sources, and members are allowed to share the aggregate data set for the purposes of providing real-time information, insights, and investment recommendations to peers based upon individual performance, real-time trading activity, and summary member data.
摘要翻译： 描述了用于收集对等体和/或其他可信来源的投资信息的系统和方法，并使投资信息和分析可实时地获得。 这些系统和方法为通过同行研究，实时投资组合和交易共享产生的个人成员提供投资信息和咨询服务。 个人会员帐户数据从各种数据源合并，并允许会员根据个人表现，实时交易活动，向同事提供实时信息，见解和投资建议，共享数据集。 和摘要成员数据。
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2.发明申请公开(公告)号：US20090240574A1
公开(公告)日：2009-09-24
申请号：US12420040
申请日：2009-04-07
CPC分类号： G06Q40/06
摘要： Systems and methods for ranking an investor are described. An investor is one buying an investment position. The ranking comprises generating a skill score for each investor of a plurality of investors, where the skill score represents an Information Ratio (IR) of the investor. The ranking comprises generating a persistence score for each investor of the plurality of investors such that the persistence score represents skill of the investor relative to a benchmark. The ranking comprises generating a confidence score for each investor of the plurality of investors. The confidence score represents an investment win percentage relative to an investment loss percentage. The ranking comprises generating a rank score for each investor by combining the skill score, the persistence score and the confidence score. The rank score categorizes the investor relative to other investors based upon historical investment data and real-time brokerage account data.
摘要翻译： 描述了对投资者进行排名的系统和方法。 一个投资者是一个买入投资头寸。 排名包括为多个投资者的每个投资者产生技能得分，其中技能得分代表投资者的信息比率（IR）。 该排名包括为多个投资者的每个投资者产生持续性得分，使得持续性分数表示投资者相对于基准的技能。 该排名包括为多个投资者的每个投资者产生置信度。 信心分数代表投资损失百分比的投资赢利百分比。 排名包括通过组合技能得分，持续性得分和置信度得分来为每个投资者产生一个排名。 根据历史投资数据和实时经纪账户数据，等级评分将投资者相对于其他投资者进行分类。
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公开(公告)号：US20070282729A1
公开(公告)日：2007-12-06
申请号：US11796884
申请日：2007-04-30
申请人： Steven Carpenter , Douglas Reed , Sven Junkergard
发明人： Steven Carpenter , Douglas Reed , Sven Junkergard
CPC分类号： G06Q40/06
摘要： Systems and methods are described for gathering investment information of peers and/or other trusted sources and making the investment information and analysis available on a real-time basis. These systems and methods provide investment information and advisory services for individual members generated through peer research, real-time portfolio and trading sharing. Individual member account data is consolidated from a variety of data sources, and members are allowed to share the aggregate data set for the purposes of providing real-time information, insights, and investment recommendations to peers based upon individual performance, real-time trading activity, and summary member data.
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4.发明授权公开(公告)号：US08433638B2
公开(公告)日：2013-04-30
申请号：US13602923
申请日：2012-09-04
申请人： Steven A Carpenter , Manu Sharma , Sven Junkergard
发明人： Steven A Carpenter , Manu Sharma , Sven Junkergard
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： Systems and methods for generating a performance index are described. A rank score is generated for each investor relative to a group of investors of which the investor is a member. Generation of the rank score uses investment data of a portfolio of the investor, and the portfolio comprises at least one investment position. A set of investors is selected from the group of investors, and the selection is based on the rank score of each investor. The performance index is generated to provide a measure of performance of top individual investors over time relative to a market index. Generation of the performance index includes generating a composite portfolio comprising investment positions of each portfolio of each investor of the set of investors.
摘要翻译： 描述用于生成性能指标的系统和方法。 相对于投资者所属投资者的一组投资者，每个投资者都会产生一个等级分。 产生等级得分使用投资者投资组合的投资数据，投资组合至少包含一个投资头寸。 从投资者群体中选出一组投资者，其选择依据是每个投资者的排名。 产生绩效指标，以提供最高个人投资者相对于市场指数随时间推移的表现指标。 生成绩效指标包括产生一组合投资组合，其中包括投资者组合中每个投资者的投资组合的投资头寸。
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5.发明申请公开(公告)号：US20120330861A1
公开(公告)日：2012-12-27
申请号：US13602923
申请日：2012-09-04
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： Systems and methods for generating a performance index are described. A rank score is generated for each investor relative to a group of investors of which the investor is a member. Generation of the rank score uses investment data of a portfolio of the investor, and the portfolio comprises at least one investment position. A set of investors is selected from the group of investors, and the selection is based on the rank score of each investor. The performance index is generated to provide a measure of performance of top individual investors over time relative to a market index. Generation of the performance index includes generating a composite portfolio comprising investment positions of each portfolio of each investor of the set of investors.
摘要翻译： 描述用于生成性能指标的系统和方法。 相对于投资者所属投资者的一组投资者，每个投资者都会产生一个等级分。 产生等级得分使用投资者投资组合的投资数据，投资组合至少包含一个投资头寸。 从投资者群体中选出一组投资者，其选择依据是每个投资者的排名。 产生绩效指标，以提供最高个人投资者相对于市场指数随时间推移的表现指标。 生成绩效指标包括产生一组合投资组合，其中包括投资者组合中每个投资者的投资组合的投资头寸。
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6.发明申请公开(公告)号：US20090265283A1
公开(公告)日：2009-10-22
申请号：US12420043
申请日：2009-04-07
IPC分类号： G06Q40/00
摘要： Systems and methods for rating a plurality of investment positions are described. The rating comprises identifying a set of investors corresponding to each investment position of a plurality of investment positions. An investor is one who owns the investment position. The rating comprises, for each set of investors, generating a rank score for each investor, the rank score categorizing the investors for a time period of a plurality of time periods. The rating comprises, for each set of investors, generating an average rank score for the period of time. The rating comprises, for each set of investors, generating a trailing rank score by averaging the rank scores across the plurality of periods of time. The rating comprises generating a stock rating score for each investment position by combining the average rank score and the trailing rank score of the set of investors corresponding to the investment position.
摘要翻译： 描述用于评估多个投资位置的系统和方法。 该评级包括识别与多个投资头寸的每个投资头寸相对应的一组投资者。 投资者是拥有投资头寸的投资者。 该评级包括对于每组投资者，为每个投资者产生一个等级分数，对多个时间段的时间段的投资者进行分级。 对于每一组投资者，该评级包括在一段时间内产生平均排名。 该评级包括对于每组投资者，通过对多个时间段内的等级得分进行平均来产生尾随等级分数。 该评级包括通过将投资头寸对应的投资组合的平均分数和后退排名相结合，为每个投资头寸生成股票评级分数。
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公开(公告)号：US20070282730A1
公开(公告)日：2007-12-06
申请号：US11796977
申请日：2007-04-30
申请人： Steven Carpenter , Douglas Reed , Sven Junkergard
发明人： Steven Carpenter , Douglas Reed , Sven Junkergard
CPC分类号： G06Q40/06
摘要： Systems and methods are described for gathering investment information of peers and/or other trusted sources and making the investment information and analysis available on a real-time basis. These systems and methods provide investment information and advisory services for individual members generated through peer research, real-time portfolio and trading sharing. Individual member account data is consolidated from a variety of data sources, and members are allowed to share the aggregate data set for the purposes of providing real-time information, insights, and investment recommendations to peers based upon individual performance, real-time trading activity, and summary member data.
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公开(公告)号：US08352346B2
公开(公告)日：2013-01-08
申请号：US12497500
申请日：2009-07-02
IPC分类号： G06Q40/00
CPC分类号： G06Q40/06
摘要： Systems and methods for generating a performance index are described. A rank score is generated for each investor relative to a group of investors of which the investor is a member. Generation of the rank score uses investment data of a portfolio of the investor, and the portfolio comprises at least one investment position. A set of investors is selected from the group of investors, and the selection is based on the rank score of each investor. The performance index is generated to provide a measure of performance of top individual investors over time relative to a market index. Generation of the performance index includes generating a composite portfolio comprising investment positions of each portfolio of each investor of the set of investors.
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9.发明申请公开(公告)号：US20100280976A1
公开(公告)日：2010-11-04
申请号：US12755166
申请日：2010-04-06
IPC分类号： G06Q90/00
摘要： A method includes aggregating investment data and real-time trade data of investors. The method further includes ranking the investors according to investment performance derived from the investment data, and generating ratings for positions held by the investors using the ranking and the real-time trade data.
摘要翻译： 一种方法包括投资数据和实时交易数据的汇总。 该方法还包括根据投资数据得出的投资表现对投资者进行排名，并使用排名和实时交易数据，对投资者所持有的头寸产生评级。
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公开(公告)号：US20100005035A1
公开(公告)日：2010-01-07
申请号：US12497513
申请日：2009-07-02
IPC分类号： G06Q40/00
摘要： Systems and methods for an investment trading platform are described. An investment platform forms electronic links among member investors and investment portfolios and brokerage accounts of the investors, wherein a portfolio includes at least one investment position. The investment platform shares between the investors the portfolio data or the portfolios and/or brokerage data of the brokerage accounts. A trading application programming interface (API) conducts operations in portfolios and/or brokerage accounts in response to the portfolio data and/or the brokerage data. The trading API conducts automatic operations in portfolios and/or brokerage accounts in response to the portfolio data and/or the brokerage data.
摘要翻译： 描述投资交易平台的系统和方法。 投资平台形成投资者的成员投资者和投资组合和经纪账户之间的电子联系，投资组合至少包括一个投资头寸。 投资平台在投资者之间分享投资组合数据或经纪账户的投资组合和/或经纪数据。 交易应用程序编程接口（API）根据投资组合数据和/或经纪数据进行投资组合和/或经纪账户的操作。 交易API根据投资组合数据和/或经纪数据对投资组合和/或经纪账户进行自动操作。
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