Patents Assigned to Buyside Research LLC
  • Method and system for comparison and evaluation of investment portfolios
    Patent number: 7418419
    Abstract: A method and system performs an analysis to compare and evaluate the performance of an investment portfolio. The method and system includes fiscal data realignment and multiple holdings date evaluations for fundamental financial analyses for each stock in the investment portfolio. The fundamental financial analysis can include a negative base number inclusion process and uses financial data for the stocks selected from comparable weighted time periods, each weighted time period including holdings of the investment portfolio as of each time period, thereby generating a more accurate evaluation of the investment portfolio.
    Type: Grant
    Filed: December 29, 2004
    Date of Patent: August 26, 2008
    Assignee: Buyside Research LLC
    Inventor: James G. Squyres
  • METHOD AND SYSTEM FOR COMPARISON AND EVALUATION OF INVESTMENT PORTFOLIOS
    Publication number: 20070288339
    Abstract: A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.
    Type: Application
    Filed: March 23, 2007
    Publication date: December 13, 2007
    Applicant: BUYSIDE RESEARCH LLC
    Inventor: James Squyres
  • Method and system for comparison and evaluation of investment portfolios
    Patent number: 7222095
    Abstract: A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.
    Type: Grant
    Filed: July 6, 2001
    Date of Patent: May 22, 2007
    Assignee: Buyside Research LLC
    Inventor: James Gately Squyres
  • Method and system for comparison and evaluation of investment portfolios
    Publication number: 20030018556
    Abstract: A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.
    Type: Application
    Filed: July 6, 2001
    Publication date: January 23, 2003
    Applicant: BUYSIDE RESEARCH LLC
    Inventor: James Gately Squyres