Granted Patent B2

US 8,666,800 · App. 12/548,702 · Granted Mar 4, 2014

Abstract

Claims (43)

1. A system for providing entity investment guidance via a communication network, said system comprising:

a server;

at least one entity-issued entity disclosure received by the server via the communication network;

at least one analyst data received by the server via the communication network, said analyst data indicative of a projection of an entity performance parameter;

a storage accessible by the server, said storage including:

at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of the entity performance parameter,

the analyst data, and

an entity forecast rating generated from a comparison of the forecast data to the analyst data, wherein the entity forecast rating indicates the reliability and accuracy of the forecast data; and

a user interface in communication with the server,

wherein the server generates an investment guidance display of the forecast data, the analyst data, and the entity forecast rating, and transmits the display to the user interface via the communication network.

2. The system according to claim 1 , wherein the forecast data is partitioned in the storage based on a time period of the entity disclosure.

3. The system according to claim 2 , wherein the time period is selected from a group consisting of a quarter and a fiscal year.

4. The system according to claim 2 , further comprising:

a first selectable characteristic displayed on said user interface and in communication with said server, said first selectable characteristic for defining at least one of the time periods for which to display the forecast data, the analyst data, and the entity forecast rating.

5. The system according to claim 2 , wherein the investment guidance display illustrates the following:

an initial set of the forecast data from a first portion of at least one of the time periods, which is presented in a first manner on the display,

a revised set of the forecast data from a second portion of at least one of the time periods, which is presented in a second manner on the display,

a variance of the forecast data over each of the at least one of the time periods, which is presented in a third manner on the display, and

the analyst data for the at least one of the time periods, which is presented in a fourth manner on the display.

6. The system according to claim 1 , wherein the investment guidance display is transmitted to the user interface via email.

7. The system according to claim 4 , further comprising:

a second selectable characteristic displayed on said interface and in communication with said server, said first selectable characteristic for selecting user preferences and defining a frequency for which to transmit the display to the user interface.

8. A system for providing entity investment guidance via a communication network, comprising:

a server;

at least one entity-issued entity disclosure pertaining to a securities and exchange commission filing received by the server via the communication network;

at least one analyst data received by the server via the communication network, said analyst data indicative of a projection of an entity performance parameter comprising an earnings-per-share statement and provided by an analyst external to the entity issuing the entity disclosure;

a storage accessible by the server, said storage including:

at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter,

at least one actual data extracted from the at least one entity disclosure, said actual data indicative of an actual entity performance parameter,

the analyst data,

a first entity forecast rating generated from a comparison of the forecast data to the actual data,

a second entity forecast rating generated from a comparison of the forecast data to the analyst data, and

a user interface in communication with the server,

wherein the server generates an investment guidance display of the forecast data, the actual data, the analyst data, and the first and second entity forecast ratings and transmits the display to the user interface via the communication network.

9. The system according to claim 5 , wherein the initial set of the forecast data, the revised set of the forecast data, the variance of the forecast data, and the analyst data are all presented simultaneously on the display.

10. The system according to claim 1 , wherein the at least one entity-issued entity disclosure pertains to at least one of the group consisting of a press release, a publication, a conference call, and an SEC filing.

11. The system according to claim 1 , wherein the entity performance parameter includes at least one of the group consisting of an earnings, an earnings-per-share, a revenue, an income, a profit, and a capital expenditure index.

12. The system according to claim 1 , wherein the analyst data is provided by an analyst external to the entity issuing the entity disclosure.

13. The system according to claim 1 , wherein the at least one entity-issued entity disclosure is selected from the group consisting of a written document, a live audio transmission, a live video transmission, an audio recording, and a video recording.

14. The system according to claim 13 , wherein the entity-issued entity disclosure is converted into a text transcript.

15. The system according to claim 14 , wherein the forecast data is extracted from the text transcript.

16. The system according to claim 1 , wherein the analyst data and forecast data are each indicative of a future projection of the entity performance parameter.

17. The system according to claim 1 , wherein the server further generates a display of a context file including at least a portion of the entity disclosure from which the forecast data was extracted, and wherein the server transmits the display of the context file to the user interface via the communication network.

Assignments (15)