{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8463695","patent":{"patent_number":"US-8463695","title":"System, report, and computer-readable medium for analyzing a stock portfolio","assignee":null,"inventors":[],"filing_date":"2010-04-21T00:00:00.000Z","publication_date":"2013-06-11T00:00:00.000Z","cpc_codes":["G06Q","G06Q"],"num_claims":3,"abstract":"The present invention generally relates to a method for automatically generating a series of natural language news-based stories to be presented via a digital interface or printed publication to a portfolio user, and more specifically to a filter or selection of a handful of relevant and desired financial instruments, or events created in a large group of events such as sports results, travel information, auction related data, online shopping tools, social media, retail store promotion generation, search engine daily report, etc. for a specific use. These financial instruments, based on different selections from a portfolio manager via a management tool, are then used to either produce a strategies page where a list of useful covered call trade and hedged trade are displayed in the form of a table, or natural language news-based stories relating to a selected list of financial instruments found in a portfolio."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"System, report, and computer-readable medium for analyzing a stock portfolio","description":"The present invention generally relates to a method for automatically generating a series of natural language news-based stories to be presented via a digital interface or printed publication to a por","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8463695","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-8463695","citation_suggestion":"Patentable. \"System, report, and computer-readable medium for analyzing a stock portfolio\" (US-8463695). https://patentable.app/patents/US-8463695","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8463695","json":"https://patentable.app/api/llm-context/US-8463695","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-31T07:46:48.001Z"}