Financial data entry system

Abstract

A method of tracking and aggregating all Securities and Exchange Commission (SEC) “shelf” registration and all capital market activity related to those shelf registrations. The method includes the steps of accessing a first database containing data associated with investment registrations, wherein the data is organized as a series of individual filings. The method further includes the steps of retrieving data from the first database associated with selected ones of the filings, organizing the data into tables based on at least one aggregate aspect of the data common to multiple filings, and storing the retrieved data in at least one table.

1 . A method of tracking investment registrations, comprising the steps of: 
 (a) accessing a first database containing data associated with investment registrations, wherein the data is organized as a series of individual filings;    (b) retrieving data from the first database associated with selected ones of the filings;    (c) organizing the data into tables based on at least one aggregate aspect of the data common to multiple filings; and    (d) storing the retrieved data in at least one table.    
   
   
       2 . The method according to  claim 1 , wherein the step of retrieving data includes the step of searching by a company ticker.  
   
   
       3 . The method according to  claim 1 , wherein the step of retrieving data includes the step of searching by an issuer name.  
   
   
       4 . The method according to  claim 1 , and further including the step of linking parent companies to their respective subordinate companies.  
   
   
       5 . The method according to  claim 1 , and further including the step of tracking common stock associated with the filings.  
   
   
       6 . The method according to  claim 5 , and further including the step of tracking a performance of the common stock.  
   
   
       7 . The method according to  claim 1 , and further including the step of tracking a takedown relative to the filings.  
   
   
       8 . The method according to  claim 7 , and further including the step of subtracting a respective takedown from a corresponding linked shelf filing.  
   
   
       9 . The method according to  claim 8 , and further including the step of updating the data.  
   
   
       10 . The method according to  claim 1 , and further including the step of updating the data when a takedown relative to the filings has occurred.  
   
   
       11 . The method according to  claim 1 , and further including the step of automatically updating the data.  
   
   
       12 . The method according to  claim 1 , and further including the step of searching a data entry system for previously downloaded data relating to a respective shelf filing.  
   
   
       13 . The method according to  claim 12 , and further including the step of updating the data by searching for market activity relating to the shelf filing and downloading the data into the data entry system.  
   
   
       14 . The method according to  claim 1 , and further including the step of generating a report in a format suitable for investment banking.  
   
   
       15 . A computer implemented system for tracking investment registrations, comprising: 
 (a) an accessing means for accessing a first database containing data associated with investment registrations, wherein the data is organized as a series of individual filings;    (b) a retrieving means for retrieving data from the first database associated with selected ones of the filings;    (c) an organizing means for organizing the data into tables based on at least one aggregate aspect of the data common to multiple filings; and    (d) a storing means for storing the retrieved data in at least one table.    
   
   
       16 . A computer readable medium including software for tracking investment registrations, the software comprising instructions for: 
 (a) accessing a first database containing data associated with investment registrations, wherein the data is organized as a series of individual filings;    (b) retrieving data from the first database associated with selected ones of the filings;    (c) organizing the data into tables based on at least one aggregate aspect of the data common to multiple filings; and    (d) storing the retrieved data in at least one table.    
   
   
       17 . The computer readable medium including software according to  claim 16 , and further including instructions for tracking performance of common stock associated with the filings.  
   
   
       18 . The computer readable medium including software according to  claim 16 , and further including instructions for linking parent companies to their respective subordinate companies.  
   
   
       19 . The computer readable medium including software according to  claim 16 , and further including instructions for tracking a takedown relative to the filings.  
   
   
       20 . The computer readable medium including software according to  claim 19 , and further including instructions for subtracting the takedown from a corresponding linked filing.  
   
   
       21 . The computer readable medium including software according to  claim 20 , and further including instructions for updating the data in the tables in response to the takedown.  
   
   
       22 . The computer readable medium including software according to  claim 16 , and further including instructions for retrieving data associated with previously retrieved data relating to a respective one of the filings.  
   
   
       23 . The computer readable medium including software according to  claim 16 , and further including instructions for monitoring market activity relating to the filings.  
   
   
       24 . The computer readable medium including software according to  claim 16 , and further including instructions for generating a report in a format suitable for investment banking.