John Theodore Reese

US Patent:

6370516, Apr 9, 2002

Filed:

Mar 16, 1998

Appl. No.:

09/042476

Inventors:

John P Reese - West Hartford CT 06117

International Classification:

G06F 1760

US Classification:

705 36, 705 35

Abstract:

The invention utilizes computer apparatus to automatically generate a display or report containing the result for a plurality of investment advisor methodologies (FIG. ) for one specific security at a time (FIG. ). The user is not required to input any more information than the security identification because the information required for the calculations is readily available in the data storage means (FIG. , box ). In addition to the result, a descriptive analysis (FIG. ) can be provided which illustrates the reasoning (FIG. , box ) of the particular advisor (FIG. , box ) in support of the result (FIG. , box ). Also a report can be provided for individual ratios (FIG. ) applied to one specific security (FIG. , box ) at a time for a plurality of investment advisor methodologies (FIG. , box ).

US Patent:

62369806, May 22, 2001

Filed:

Apr 9, 1998

Appl. No.:

9/057823

Inventors:

John P Reese - West Hartford CT

International Classification:

G06F 1760

US Classification:

705 36

Abstract:

The invention utilizes a computer apparatus to automatically generate displays or reports containing investment security or element recommendations (FIG. 4, box 133) along with an optional summarization of the reasons (FIG. 4, box 134) for the recommendation from magazines, online sources, and broadcast programs for one specific security or element (FIG. 4, box 132) at a time or one specific recommendation source (FIG. 7, box 184) at a time. The aforementioned reports could additionally include the performance of the recommendors (FIG. 5, box 156). A report could also be provided to show the performance statistics (FIG. 8b, box 196, box 204, box 206, box 208, box 210, box 212, box 214) of a recommendation source (FIG. 8b, box 194) for predetermined date ranges (FIG. 8b, box 216) either in an aggregated and averaged format (FIG.