Self-learning system and method for successively providing financial information for review and scoring
AssigneeWizlist LLC
InventorKenneth Vaughan
Life of this patent
Estimating the term…
Abstract
A system that facilitates self-learning by a user can communicate information over a network. The system has a local user interface and a user interface generator that can present a request for the user to identify a target security. The system can step through a number of financial categories and present: (i) information about each financial category, and (ii) a request for a user to choose a score for this category. The system can calculate an overall score for the target security based on the categorical scores.
Claims29
A system for facilitating self-learning by a user comprising:
- a user interface generator that:
- (a) presents a request for the user to identify a target security;
- and
- (b) successively presents for a plurality of financial categories (i) information about successive ones of said plurality of financial categories, and (ii) a request for a user to choose for successive ones of said plurality of categories a plurality of categorical scores, said user interface generator comprising:
- a processing engine for calculating an overall score for said target security based on said plurality of categorical scores.
A system for providing investment information to a user, said user using a user device, the system comprising:
- a receiving module adapted to receive a designating transmission from the user device signifying a user selection of a target security;
- and
- a computer based processing arrangement configured to be in communication with said receiving module, said processing arrangement being operable in response to receipt of the designating transmission to:
- transmit explanatory information to the user device, said explanatory information being useful for explaining the usefulness of a given one of a plurality of categories of financial information;
- receive from the user device a score on the given one of the plurality of financial categories;
- assemble from scoring transmissions of the user device regarding said target security, a plurality of categorical scores for each one of said plurality of categories on which the explanatory information was provided;
- and
- transform the categorical scores into an overall score for said target security based on said plurality of categorical scores.
A method for facilitating self-learning by a user and employing a user interface with display, said method comprising the steps of:
- allowing user selection of a target security through said user interface;
- displaying on said display successive screens regarding a successive plurality of categories of analytic information, the successive screens each having information about a current one of said plurality categories;
- accepting through said user interface for said plurality categories a plurality of categorical scores;
- and
- calculating and displaying on said display an overall score for said target security based on said plurality of categorical scores.
Dependencies are inferred from the claim text.