METHODS AND SYSTEMS FOR DEPICTING PSYCHOLOGICAL ANALYSIS

摘要

Systems and methods are presented for providing a psychological analysis of financial products in an investor's financial portfolio. In some example embodiments, a method is presented. The method may include accessing, in a device comprising one or more processors, a psychometric data of a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product. The method may also include generating a psychological behavioral characteristic score of the financial product based on the accessed psychometric data, the psychological behavioral characteristic score indicating a degree to which the financial product exhibits a psychological characteristic relative to other financial products, generating an image of a graph that depicts the psychological behavioral characteristics score of the financial product relative to an axis that represents a range of degrees to which the psychological characteristic is exhibited by the other financial products, and causing display of the image of the graph.

主权项

1. A method comprising:
accessing a database including psychometric data corresponding to a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product; calculating, by one or more processors of a machine, a psychological behavioral characteristic score associated with the financial product based on the accessed psychometric data, the psychological behavioral characteristic score indicating a degree to which the financial product exhibits a decision-making tendency relative to decision-making tendencies of other financial products; generating, by the one or more processors of the machine, an image of a graph that graphically depicts the psychological behavioral characteristics score corresponding to the financial product relative to an axis that represents a range of degrees to which the psychological characteristic is exhibited by the other financial products; and by the one or more processors of the machine, causing display of the image of the graph by a graphical display.