Abstract: Interface, system, and method for recommending contextual equity investments based on rankings of a target investment relative to one or more investment strategies. For example, the rankings may include such investment strategies as “Quality,” “Value,” “Momentum,” “Growth,” “Dividend Yield,” or other recognizable strategies. A target investment chosen by the investor is displayed along with its rankings for one or more strategies, and at least one investment opportunity is displayed for each strategy. Each opportunity may have a ranking in the strategy for which it is recommended that exceeds the corresponding ranking for the target equity, and in each other strategy that is at least equal to the corresponding rankings for the target equity.

Abstract: A system for scoring and evaluating financial investments including a server, at least one database in communication with the server including a plurality of financial indicators for a plurality of investments, each of the financial indicators assignable to one of at least two categories, software executing on the server for generating a display of scores for each of at least two of the financial indicators for a target investment, the display including a radar chart including a ray extending radially from a center point of the radar chart for each of the at least two of the financial indicators, wherein each of the scores is plotted along one of the rays, and wherein the radar chart is divided into two or more sections wherein each of the sections corresponds to one of the categories.

Abstract: A system for scoring and evaluating financial investments including a server, at least one database in communication with the server including a plurality of financial indicators for a plurality of investments, each of the financial indicators assignable to one of at least two categories, software executing on the server for generating a display of scores for each of at least two of the financial indicators for a target investment, the display including a radar chart including a ray extending radially from a center point of the radar chart for each of the at least two of the financial indicators, wherein each of the scores is plotted along one of the rays, and wherein the radar chart is divided into two or more sections wherein each of the sections corresponds to one of the categories.

Abstract: A system for scoring and evaluating financial investments including a server accessible by at least one client, a database including a plurality of financial indicators for a plurality of investments, software executing on the server for generating a score for each of at least a portion of the financial indicators for a target investment relative to a reference set of the investments, software for determining a comparison set including at least one of the plurality investments, software for generating a score for the portion of the financial indicators for the comparison set relative to the reference set, software for generating a display of the scores for the target investment, wherein the display includes a chart including an axis extending radially from a point for each of the portion of the financial indicators, wherein each of the scores is plotted along one of the axes.

Abstract: A system for scoring and evaluating financial investments including a server accessible by at least one client, a database including a plurality of financial indicators for a plurality of investments, software executing on the server for generating a score for each of at least a portion of the financial indicators for a target investment relative to a reference set of the investments, software for determining a comparison set including at least one of the plurality investments, software for generating a score for the portion of the financial indicators for the comparison set relative to the reference set, software for generating a display of the scores for the target investment, wherein the display includes a chart including an axis extending radially from a point for each of the portion of the financial indicators, wherein each of the scores is plotted along one of the axes.

Abstract: The invention relates to a procedure for searching for data through a number of databases, each of which contains a large number of data items of a first given type, each associated with at least one data item belonging to a second data type. For a reference data item, the procedure covers the search for data of the second type associated with the reference data item, the number of data items of the first type associated with each data item of the second type, and then the allocation of a coefficient known as the “relevance weighting” (a function of the number of data items of the first type associated with the particular item of the second type) to each set of data of the first type associated with the data item of the second type.