Financing instrument evaluation based on equivalent...

G - Physics – 06 – Q

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G06Q 40/06 (2012.01)

Patent

CA 2575621

A system for evaluating financing instruments selected from a group of financing instruments available on a market, the market for providing a plurality of dynamic exchange-based valuation events tor each of the selected financing instruments, the system comprising: an equivalence module configured for determining a fundamental value for each of the selected financing instruments, the fundamental value including at least one quantity independent of the dynamic exchange- based valuation events; a measures module configured for calculating a plurality of measures based on information related to each of the selected assets; a factor module configured for assigning at least one evaluation factor to each of the selected financing instruments when a threshold criterion is satisfied according to the comparison of at least one of the plurality of measures with at least one valuation including the fundamental value; and a report module for assembling the result of the evaluation factor assignment in a report for sending to a requestor of the report.

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