Starmine Corporation

Thomson Reuters (Markets) LLC

Joseph G Gatto

David Lichtblau

Iain McNeil

Vinesh Jha

Josh Turner

A system and method for measuring and creating a score for the performance of one or more contributor recommendations on a single stock. According to one embodiment, the score may be derived via a payoff function that depends on a variety of factors. For example, the factors may include one or more of: i) the performance of the stock; ii) the performance of a selected benchmark; iii) the recommendation of the contributor for the stock; and/or iv) other factors. According to one embodiment the payoff function may be designed such that certain desired characteristics are satisfied.

System and method for analyzing analyst recommendations on a single stock basis

A system and method is provided for identifying peer securities relative to a primary security based, at least in part, on analyst coverage. Peer securities may be identified for the primary security by identifying one or more analysts associated with the primary security, and generating a set of candidate peer securities, each of which are associated with at least one of the primary security's analysts. A set of peer securities may be generated based on a degree of analyst overlap among the candidate peer securities. In some implementations, the set of peer securities may be customizable. Thus, investors, analysts, or other users may compare data for comparable securities based on degrees of overlapping analyst coverage, or the comparable securities may be analyzed in other ways, such as creating a classification system based on degrees of overlapping analyst coverage.

System and method for using analyst data to identify peer securities

A method of measuring performance of a security analyst includes selecting an analyst that covers a set of securities, and a performance measurement time period. A value add is created by subtracting a return of a benchmark portfolio from a return of a simulated portfolio. The return of the benchmark portfolio is derived exclusively from a selected set of securities that are included in the set of securities covered by the analyst. The simulated portfolio has constituents and weights that are a function of the analyst's recommendations on the securities in the selected set.

Methods and systems for measuring performance of a security analyst

A method and system are provided for simultaneously displaying historical accuracy indicators for an analyst and the analyst's estimate for a future event, on an analyst by analyst basis, for a selected one or more analysts, wherein the historical accuracy indicators and analyst's estimate for a future event may involve one or more securities. Other information for simultaneous display may include one or more of historical performance indicators, analyst recommendation data, model information, and other current data, performance data and historical data, on an analyst by analyst basis, for a selected one or more analysts. Various display options may be available, such as displaying those analysts that have current estimates for a user selected security. Other viewing options may involve displaying data for a group of analysts for a current estimate for a user selected security. Other viewing options may be available and other information may be displayed.

Security analyst estimates performance viewing system and method

A system and method for measuring, analyzing, and tracking the past performance of security analysts' earnings estimates and recommendations. The present invention provides a database of historical data relating to security analyst earnings estimate predictions wherein a historical model enables users to view the historical data as a time series of earnings estimates for each analyst selected, for a selected period of time, for a predetermined earnings event. Users may define a model to automatically create enhanced composite estimates wherein an improved prediction of the quantity being estimated, such as company earnings, revenue or cash flow is obtained. Users may view performance screens and historical performance data for a particular contributor or various contributors for a given security. Other views may be available.

A system and method for measuring, analyzing, and tracking the past performance of security analysts' earnings estimates and recommendations. A database containing historical information pertaining to analyst earnings estimates and recommendations is downloaded into the system. Pre-calculated data values are also added to the database including adjustment factors a single or set of analysts based upon their historical earnings estimates as compared to actual earnings estimates over time, and other user-defined performance analysis set parameters and metrics. A weighting factor may also be calculated for a set of analysts based upon factors such as the recency of an analyst's earnings estimates. Using these adjustment and weighting factors and each analyst's actual earnings estimate, a custom composite estimate may be derived. A front-end graphical user interface (GUI) is used to view analyst historical data either as raw data or, by using a data visualization technique, as a graph or chart.

Security analyst performance tracking and analysis system and method

A system and method for measuring, analyzing, and tracking the past performance of security analysts' earnings estimates and recommendations. A database containing historical information pertaining to analyst earnings estimates and recommendations is downloaded into the system. Pre-calculated data values are also added to the database including adjustment factors a single or set of analysts based upon their historical earnings estimates as compared to actual earnings estimates over time, and other user-defined performance analysis set parameters and metrics. A weighting factor may also be calculated for a set of analysts based upon factors such as the recency of an analyst's earnings estimates. Using these adjustment and weighting factors and each analyst's actual earnings estimate, a custom composite estimate may be derived. A front-end graphical user interface (GUI) is used to view analyst historical data either as raw data or, by using a data visualization technique, as a graph or chart. The GUI allows a user to choose from a multitude of predetermined analysis parameters and metrics or to define his own parameters and metrics for calculation and visualization. A user may also, in similar manner, use a GUI to choose parameters and metrics to analyze and display the historical profitability of analysts' recommendations over a plurality of time periods.

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San Francisco, CA, United States of America

Joseph G Gatto