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FINANCIAL ANALYSIS CONSULTATION
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Technical Examples
- A unitary machine parsable language for use in data representation and problem solving in knowledge based services having a vocabulary of terms which derive from a natural human language to facilitate ease of comprehension by humans based upon a definition of the context of an item of information. A method of increasing the effectiveness of a knowledge based service consultation comprising splitting the consultation into at least a pre-consultation phase, a consultation phase and a post-consultation phase wherein information collected during earlier phases is electronically checked during the post-consultation phase.
- 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.
- A financial transaction network includes a customer network serviced by a host processor. The financial transaction network provides customers with a plurality of diverse and interchangeable financial products and financial services that customers may utilize to directly manage their financial assets. The host processor acts as a communications switch validating incoming transaction requests and routing them to specialized subsystems. The host processor maintains central records that can be accessed by network participants. The financial transaction network enables customers to continually interchange account values relating to any financial product, or financial service within the network. With its accessibility, speed and finality of settlement, the network permits these interchanges to be accomplished with maximum efficiency.
- Methods, systems, and Automated Teller Machines (ATMs) are disclosed which provide ATM currency conversion capabilities. In one embodiment, a financial account number associated with a financial account maintained by a customer at a financial institution is received, a foreign currency type associated with the financial account is determined, and a choice is presented to the customer at the ATM to conduct a financial transaction in the foreign currency type. A currency selection is received from the customer and at least a portion of the financial transaction is conducted at the ATM in the selected currency.
- A method is provided for displaying the status of a financial indicator using a geographic orientation, where the financial indicator represents financial activity in a particular geographic region. Under the method, a map is displayed that includes the geographic region. Then, a visual indicator that represents the status of the financial indicator is displayed on the geographic region included in the map that is associated with the financial indicator.
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