Patent ID: 7636680

Claim:
A computer-implemented method of measuring performance of a security analyst, comprising: identifying a set of securities covered by the security analyst during a time period, wherein information relating to the set of securities covered by the security analyst is stored in a database coupled to a microprocessor; calculating, on the microprocessor, a benchmark return for a benchmark portfolio during the time period, the benchmark portfolio derived exclusively from the set of securities covered by the security analyst during the time period, wherein the benchmark portfolio includes one unit of each security in the set of securities for which the security analyst had a rating during the time period; calculating, on the microprocessor, a simulated return for a simulated portfolio during the time period, the simulated portfolio derived exclusively from the set of securities covered by the security analyst during the time period, wherein the simulated portfolio includes a weighted number of units of each security in the set of securities for which the security analyst had the rating during the time period; and measuring, on the microprocessor, performance of the security analyst during the time period based on a difference between the benchmark return and the simulated return.