The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Mar. 04, 2014
Filed:
Aug. 27, 2009
Robert J. Santoski, Montgomery, TX (US);
Andre Lavoie, Boston, MA (US);
Jonas Day Burton, Melrose, MA (US);
Eric A. Larnard, Scituate, MA (US);
Robert J. Santoski, Montgomery, TX (US);
Andre Lavoie, Boston, MA (US);
Jonas Day Burton, Melrose, MA (US);
Eric A. Larnard, Scituate, MA (US);
Thomson Financial LLC, New York, NY (US);
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.