Patent application number | Description | Published |
20090240574 | Systems and Methods for Ranking Investors and Rating Investment Positions - 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. | 09-24-2009 |
20090265283 | Systems and Methods for Ranking Investors and Rating Investment Positions - 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. | 10-22-2009 |
20100005034 | Systems and Methods for Providing Investment Performance Data to Investors - 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. | 01-07-2010 |
20100005035 | Systems and Methods for a Cross-Linked Investment Trading Platform - 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. | 01-07-2010 |
20100280976 | SYSTEMS AND METHODS FOR RECOMMENDING INVESTMENT POSITIONS TO INVESTORS - 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. | 11-04-2010 |
20120330861 | SYSTEMS AND METHODS FOR PROVIDING INVESTMENT PERFORMEANCE DATA TO INVESTORS - 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. | 12-27-2012 |
20130103462 | Systems and methods for campaign offers and rewards with offer serving engine based on digitized receipt data - A campaign offers and rewards system includes an offer serving engine, and an analytics engine with data intelligence. The analytics engine compares information about similar goods or services sold by different entities, manufacturers or service providers to create product and service categories. A redemption engine is included. | 04-25-2013 |
20130103471 | Systems and methods for campaign offers and rewards with offer serving engine based on digitized receipt data - A campaign offers and rewards system includes a receipt intelligence engine with receipt processing that extracts information from a receipt, including information about items purchased based on a receipt from at least one of a shopping trip and an electronic receipt from an online or offline transaction. An analytics engine includes data intelligence coupled to the receipt processing and performs analysis of the receipt. The system is configured to be coupled to a mobile device. | 04-25-2013 |
20130103473 | Systems and methods for campaign offers and rewards with offer serving engine based on digitized receipt data - A campaign offers and rewards system includes an offer serving engine that provides offers or rewards. An analytics engine, with data intelligence, identifies receipt line items and ties the line items, including uniform price code (“UPC”), stock keeping unit (“SKU”) or product short name from different receipts to create a list of products and services not matched to advertisers. A redemption engine is in communication with a database that includes a reward budget. The redemption engine assists in controlling the redemption of rewards in view of the reward budget and in response to a communication from the analytics engine. | 04-25-2013 |
20130103475 | Systems and methods for campaign offers and rewards with offer serving engine based on digitized receipt data - A campaign offers and rewards system is provided. A receipt intelligence engine includes receipt processing that in operation extracts information about items purchased based on an image of a receipt from at least one of a shopping trip and an electronic receipt from an online or offline transaction. An analytics engine includes data intelligence coupled to the receipt processing and performs analysis of the receipt. In response to processing and analysis, an offer is then sold. | 04-25-2013 |
20130103476 | Systems and methods for campaign offers and rewards with offer serving engine based on digitized receipt data - A campaign offers and rewards system includes a campaign reward engine and a memory that stores offer reward data. An analytics engine predicts a probability that a user will redeem a given offer and estimates a reward the user will be owed when it redeems the offer and calculates an expected amount of the campaign's budget that will be consumed if the user is presented with that offer. | 04-25-2013 |
20130103481 | Systems and methods for campaign offers and rewards with offer serving engine based on digitized receipt data - A campaign offers and rewards system has an offer serving engine coupled to one or more network servers. A receipt intelligence engine includes a processor and receipt processing. The receipt processing extracts information from a receipt, including information about items purchased based on a receipt from at least one of a shopping trip and an electronic receipt from an online or offline transaction. An output outputs information. An analytics engine is coupled to the receipt intelligence engine. The analytics engine includes a predictive model function using information from the receipt processing. The analytics engine determines values representing statistical correlations from the receipt processing. | 04-25-2013 |