Method and system for providing guidance data

Abstract

Described herein is a system and method for providing entity investment guidance via a communication network. The system includes a server, at least one entity-issued disclosure received by the server via the communication network and a storage accessible by the server. The storage includes at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter, and a context file for each of the forecast data, the context file including at least a portion of the entity disclosure associated with the forecast data. Also included in the system is a user interface in communication with the server, wherein the server generates an investment guidance display of the forecast data and the context file and transmits the display to the user interface via the communication network.

1 . A system for providing entity investment guidance via a communication network, said system comprising: 
 a server;    at least one entity-issued entity disclosure received by the server via the communication network;    a storage accessible by the server, said storage including: 
 at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter, and  
 a context file for each of the forecast data, the context file including at least a portion of the entity disclosure associated with the forecast data; and  
   a user interface in communication with the server, 
 wherein the server generates an investment guidance display of the forecast data and the context file and transmits the display to the user interface via the communication network.  
   
     
     
         2 . The system according to  claim 1 , wherein the forecast data is partitioned in the storage based on a time period of the entity disclosure.  
     
     
         3 . The system according to  claim 2 , wherein the time period is selected from a group consisting of a quarter and a fiscal year.  
     
     
         4 . The system according to  claim 2 , further comprising: 
 a first selectable characteristic displayed on said user interface and in communication with said server, said first selectable characteristic for defining at least one of the time periods for which to display the forecast data and the context files.    
     
     
         5 . The system according to  claim 2  wherein the investment guidance display illustrates the following: 
 an initial set of the forecast data from a first portion of at least one of the time periods, which is presented in a first manner on the display,    a revised set of the forecast data from a second portion of at least one of the time periods, which is presented in a second manner on the display,    a variance of the forecast data over each of the at least one of the time periods, which is presented in a third manner on the display, and    the context file, which is presented in a fourth manner on the display.    
     
     
         6 . The system according to  claim 1 , wherein the investment guidance display is transmitted to the user interface via email.  
     
     
         7 . The system according to  claim 4 , further comprising: 
 a second selectable characteristic displayed on said user interface and in communication with said server, said second selectable characteristic for selecting user preferences and defining a frequency for which to transmit the display to the user interface.    
     
     
         8 . The system according to  claim 6 , wherein the investment guidance display is transmitted after each of the at least one entity disclosures is transmitted to the server.  
     
     
         9 . The system according to  claim 6 , wherein the investment guidance display is transmitted at least once per day.  
     
     
         10 . The system according to  claim 1 , wherein the entity disclosure is a press release.  
     
     
         11 . The system according to  claim 1 , wherein the entity disclosure is a conference call.  
     
     
         12 . The system according to  claim 1 , wherein the entity disclosure is an SEC filing.  
     
     
         13 . The system according to  claim 1 , wherein the entity performance parameter is an eamings-per-share.  
     
     
         14 . The system according to  claim 1 , wherein the entity performance parameter is a revenue.  
     
     
         15 . The system according to  claim 1 , wherein the entity performance parameter is an income.  
     
     
         16 . A system for providing entity investment guidance via a communication network, said system comprising: 
 a server;    at least one entity-issued entity disclosure received by the server via the communication network;    a storage accessible by the server, said storage including: 
 at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter,  
 at least one actual data extracted from the at least one entity disclosure, said actual data indicative of an actual entity performance parameter, and  
 an entity forecast rating generated from a comparison of the forecast data to the actual data; and  
   a user interface in communication with the server, 
 wherein the server generates an investment guidance display of the forecast data, the actual data, and the entity forecast rating and transmits the display to the user interface via the communication network.  
   
     
     
         17 . The system according to  claim 16 , wherein the forecast data is partitioned in the storage based on a time period of the entity disclosure.  
     
     
         18 . The system according to  claim 17 , wherein the time period is selected from a group consisting of a quarter and a fiscal year.  
     
     
         19 . The system according to  claim 17 , further comprising: 
 a first selectable characteristic displayed on said user interface and in communication with said server, said first selectable characteristic for defining at least one of the time periods for which to display the forecast data, the actual data, and the entity forecast rating.    
     
     
         20 . The system according to  claim 17  wherein the investment guidance display illustrates the following: 
 an initial set of the forecast data from a first portion of at least one of the time periods, which is presented in a first manner on the display,    a revised set of the forecast data from a second portion of at least one of the time periods, which is presented in a second manner on the display,    a variance of the forecast data over each of the at least one of the time periods, which is presented in a third manner on the display,    the actual data for the at least one of the time periods, which is presented in a fourth manner on the display.    
     
     
         21 . The system according to  claim 16 , wherein the investment guidance display is transmitted to the user interface via email.  
     
     
         22 . The system according to  claim 19 , further comprising: 
 a second selectable characteristic displayed on said user interface and in communication with said server, said second selectable characteristic for selecting user preferences and defining a frequency for which to transmit the display to the user interface.    
     
     
         23 . The system according to  claim 16 , wherein the entity performance parameter is an earnings-per-share.  
     
     
         24 . A system for providing entity investment guidance via a communication network, said system comprising: 
 a server;    at least one entity-issued entity disclosure received by the server via the communication network;    at least one analyst data received by the server via the communication network, said analyst data indicative of a projection of an entity performance parameter;    a storage accessible by the server, said storage including: 
 at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter,  
 the analyst data, and  
 an entity forecast rating generated from a comparison of the forecast data to the analyst data; and  
   a user interface in communication with the server, 
 wherein the server generates an investment guidance display of the forecast data, the analyst data, and the entity forecast rating and transmits the display to the user interface via the communication network.  
   
     
     
         25 . The system according to  claim 24 , wherein the forecast data is partitioned in the storage based on a time period of the entity disclosure.  
     
     
         26 . The system according to  claim 25 , wherein the time period is selected from a group consisting of a quarter and a fiscal year.  
     
     
         27 . The system according to  claim 25 , further comprising: 
 a first selectable characteristic displayed on said user interface and in communication with said server, said first selectable characteristic for defining at least one of the time periods for which to display the forecast data, the analyst data, and the entity forecast rating.    
     
     
         28 . The system according to  claim 25  wherein the investment guidance display illustrates the following: 
 an initial set of the forecast data from a first portion of at least one of the time periods, which is presented in a first manner on the display,    a revised set of the forecast data from a second portion of at least one of the time periods, which is presented in a second manner on the display,    a variance of the forecast data over each of the at least one of the time periods, which is presented in a third manner on the display, and    the analyst data for the at least one of the time periods, which is presented in a fourth manner on the display.    
     
     
         29 . The system according to  claim 24 , wherein the investment guidance display is transmitted to the user interface via email.  
     
     
         30 . The system according to  claim 27 , further comprising: 
 a second selectable characteristic displayed on said user interface and in communication with said server, said first selectable characteristic for selecting user preferences and defining a frequency for which to transmit the display to the user interface.    
     
     
         31 . A system for providing entity investment guidance via a communication network, comprising: 
 a server;    at least one entity-issued entity disclosure received by the server via the communication network;    at least one analyst data received by the server via the communication network, said analyst data indicative of a projection of an entity performance parameter;    a storage accessible by the server, said storage including: 
 at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter,  
 at least one actual data extracted from the at least one entity disclosure, said actual data indicative of an actual entity performance parameter,  
 the analyst data,  
 a first entity forecast rating generated from a comparison of the forecast data to the actual data,  
 a second entity forecast rating generated from a comparison of the forecast data to the analyst data, and  
   a user interface in communication with the server, 
 wherein the server generates an investment guidance display of the forecast data, the actual data, the analyst data, and the first and second entity forecast ratings and transmits the display to the user interface via the communication network.  
   
     
     
         32 . A method for providing investment guidance based on entity-issued disclosure, comprising the steps of: 
 receiving at least one entity-issued disclosure;    generating a transcript of the at least one entity-issued disclosure;    extracting a forecast data and an actual data from the transcript;    storing the forecast data and the actual data in a storage;    generating an entity forecast rating based on a comparison of the forecast data to the actual data;    generating an investment guidance display of the forecast data, actual data, and entity forecast rating.    
     
     
         33 . The method according to  claim 32 , further comprising the step of: 
 verifying the forecast data and the actual data.