Abstract: A system for analyzing investment related documents permits users to upload documents to software hosted on a server. The software identifies the mention of entities and user-defined themes, and calculates the sentiment of the mentions for reporting to the user. The software further analyzes particular documents such as by rating analyst reports.

Abstract: Techniques and systems are disclosed for determining the suitability of one or more investment products for an investor. One embodiment provides a method which includes receiving (e.g., via a graphical user interface, or GUI) information defining one or more characteristics of the investor, receiving (e.g., retrieving from an electronic file storage) information defining, for each of the investment products, at least one policy which pertains to investors in the product in a manner based at least in part on the characteristic(s) of the investor, processing the information to determine whether and/or how one or more policies apply to the investor, and presenting to a user (e.g., via the GUI) an indication of whether and/or how the policy(ies) apply(ies) to the investor, thus enabling the user to evaluate the suitability of the investment product(s) for the investor.

Abstract: Described herein is a system and method for providing entity investment guidance via a communication network. The system includes a server, at least one entity-issued disclosure received by the server via the communication network and a storage accessible by the server. The storage includes at least one forecast data extracted from the at least one entity disclosure, said forecast data indicative of a projection of an entity performance parameter, and a context file for each of the forecast data, the context file including at least a portion of the entity disclosure associated with the forecast data. Also included in the system is a user interface in communication with the server, wherein the server generates an investment guidance display of the forecast data and the context file and transmits the display to the user interface via the communication network.