Abstract: The present disclosure relates a new platform and system for the transcription of electronic online content, such as a website, from mostly visual/text format normally seen on screens to a different audio-adapted format for being broadcasted to the user via an intelligent speaker system, such as the Echo® system. More specifically, the platform and system includes an automated engine with artificial intelligence and machine learning for the transformation of written websites into to audible-enable content for use in association with new technology intelligent speakers, for implementing data mining, processing, and summarizing tools. The system primarily relies upon a capacity to diagnose, recognize template-like patterns in html format to create different levels of importance to the content stored online. Once content is triaged, it then is given processed in one of many way to help deliver and render useful content based on one of many features.

Abstract: The present invention generally relates to a system, report, and 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. The disclosure relates 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.

Abstract: The present invention generally relates to a system, report, and 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. The disclosure relates to a filter for selection of a handful of relevant and desired financial instruments 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 either a strategies page where a list of useful covered call trades and hedged trades 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.

Abstract: The present invention is directed to a stock portfolio analysis system able to determine an optimal covered call trade for each of a plurality of stocks within a stock investor's portfolio, determine an improved key rating factor associated with each optimal covered call trade, and produce a trade report that displays the optimal trades along with the key rating. In another embodiment of the present invention, the stock portfolio analysis system is able to determine an optimal hedge trade for each of a plurality of stocks within a stock investor's portfolio and provide the information along with a key rating determination in the form of a trade report. In yet another embodiment of the present invention, an income portfolio trade report is produced listing a covered call summary table, or alternatively, a hedge trade summary table, a table explanation section, and a financial summary where each covered call is associated with a key rating.

Abstract: The present invention is directed to a stock portfolio analysis system able to determine an optimal covered call trade for each of a plurality of stocks within a stock investor's portfolio, determine an improved key rating factor associated with each optimal covered call trade, and produce a trade report that displays the optimal trades along with the key rating. In another embodiment of the present invention, the stock portfolio analysis system is able to determine an optimal hedge trade for each of a plurality of stocks within a stock investor's portfolio and provide the information along with a key rating determination in the form of a trade report. In yet another embodiment of the present invention, an income portfolio trade report is produced listing a covered call summary table, or alternatively, a hedge trade summary table, a table explanation section, and a financial summary where each covered call is associated with a key rating.

Abstract: The present invention generally relates to a system, report, and 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. The disclosure relates to a filter for selection of a handful of relevant and desired financial instruments 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 either a strategies page where a list of useful covered call trades and hedged trades 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.

Abstract: The present invention is directed to a stock portfolio analysis system able to determine an optimal covered call trade for each of a plurality of stocks within a stock investor's portfolio, determine an improved key rating factor associated with each optimal covered call trade, and produce a trade report that displays the optimal trades along with the key rating. In another embodiment of the present invention, the stock portfolio analysis system is able to determine an optimal hedge trade for each of a plurality of stocks within a stock investor's portfolio and provide the information along with a key rating determination in the form of a trade report. In yet another embodiment of the present invention, an income portfolio trade report is produced listing a covered call summary table, or alternatively, a hedge trade summary table, a table explanation section, and a financial summary where each covered call is associated with a key rating.