Methods and systems for using multiple data sets to analyze performance metrics of targeted companies
AssigneeITG Software Solutions, Inc.
InventorsAnthony BERKMAN, Seth GOLDSTEIN, Justin A. JONES
Life of this patent
Estimating the term…
Abstract
New and improved methods and systems for modeling the performance of selected company metrics. Multiple, nontraditional sets of objective data along with mathematical analytical techniques are used to provide transparency and visibility into company performance relating to the particular metrics. Company inflection points and changes in strategy may be identified. The performance of a company and/or the performance of a selected industry or industry sector may be analyzed.
Claims14
A method for preparing a model to analyze a performance metric of a selected company, comprising:
- identifying a first data source having a first set of non-fundamental data pertinent to the performance metric of the selected company;
- collecting the first set of data;
- identifying an additional data source, the additional data source having an additional set of non-fundamental data different from the first set of data and pertinent to the performance metric of the selected company;
- collecting the additional set of data;
- combining the first set of data and the additional set of data in a combined data set;
- selecting an analytical process to apply to the combined data set;
- applying the selected analytical process to the combined data set to develop a model of the performance metric;
- and
- validating the model of the performance metric against the actual performance of the selected company.
A method operable on a computer for preparing a model to analyze a performance metric of a selected company, comprising:
- a) identifying a first data source having a first set of data pertinent to the performance metric of the selected company;
- b) collecting into the computer the first set of data;
- c) validating the first set of data;
- d) identifying an additional data source, the additional data source having an additional set of data different from the first set of data and pertinent to the performance metric of the selected company;
- e) collecting into the computer the additional set of data;
- f) validating the additional set of data;
- g) combining the first set of data and the additional set of data in a combined data set;
- h) selecting an analytical process to apply to the combined data set;
- i) applying the selected analytical process to the combined data set to develop a model of the performance metric;
- and
- j) validating the model of the performance metric against the actual performance of the selected company.
14-29. (canceled)
Dependencies are inferred from the claim text.