System, Report, and Method for Generating Natural Language News-Based Stories

A news report comprising natural language news-based stories relating to financial instruments held in a portfolio, the report comprising a plurality of natural language news stories for each of a plurality of financial instruments in a portfolio, wherein each story includes a date of publication, a news item rewritten in natural language using a template from a news brief, a source for the news item, and a header.

A system for generating natural language news-based stories relating to financial instruments held in a portfolio, the system comprising:

• a computer connected to an Internet, the computer comprising a memory and a central processing unit in functional communication with the memory, and a software executed by the central processing unit in the memory, the software being used to selectively execute either a strategies page or a news report with a plurality of natural language news stories for a plurality of financial instruments held in a portfolio as defined by a portfolio manager;
• and
• a data retrieval system connected to the Internet in data connection with the computer, with a user interface, a central processing unit connected to the user interface, and a display, wherein the software generates the news report based on a news brief for a plurality of financial instruments in the portfolio, and wherein the data retrieval system retrieves either the strategies page or the news report from the personal computer via the Internet for display to the portfolio user.