Patent Document ID: 7729971
Application ID: 11430521
Patent Flag: 1

Claim One:
1. A computer-implemented method for analyzing a financial portfolio, comprising the steps of: (a) obtaining data associated with a portfolio of securities from a data feed provided by a programmable computer, the data comprising (i) coverage ratings data, (ii) market data, and (iii) correlation data comprising exogenous factors; (b) modifying the correlation data by dc-trending and removing seasonality from the correlation data; (c) providing a daily file; (d) storing the coverage ratings data, the market data, the modified correlation data and contents of the daily file in a database; (e) up-loading the portfolio of securities into a first software tool, wherein the first software tool is populated with the coverage ratings data, the market data, and the contents of the daily file from the database; (f) identifying, via the first software tool, financial securities within the portfolio of securities which satisfy a first search criteria associated with the coverage ratings data, the market data, and the contents of the daily file; (g) displaying, on the programmable computer, the identified financial securities which satisfy the first search criteria; (h) up-loading, via the programmable computer, at least one of the identified financial securities from step (f) into a second software tool populated with the modified correlation data; (i) obtaining, via the second software tool, a correlation between the identified financial security up-loaded from step (h) and selected exogenous factors from the modified correlation data; and (j) displaying, on the programmable computer, the correlation between the identified financial security from step (h) and the selected exogenous factors.