INTERACTIVE MULTIDIMENSIONAL PORTFOLIO ANALYSIS

摘要

Financial portfolios are analyzed based on a number of statistics and presented as a visualization on a display. The visualization is changeable based on user inputs, including definition by the user of a analysis period and selection of specific statistical filters. The visualization responds to the inputs substantially in real-time.

主权项

1. A method for visualizing dynamically changing financial portfolio statistical data in a web browser, the method comprising:
generating a plurality of filter selection widgets, each filter selection widget facilitating the filtering of the financial portfolio statistical data by a respective data facet, and collectively simultaneously filtering the financial portfolio statistical data by a collection of user-selected data facets; generating a time scale filter for facilitating user manipulation of a screen object along a sliding scale to determine a period for the financial statistic; generating a selectable list from which one or more statistics are selected for analyzing the financial portfolio; generating, for each selected statistic, a display widget, each display widget comprising at least two subdisplays, wherein a first subdisplay comprises a periodic display of portfolio statistic within the period for all assets meeting the user-selected data facets, and wherein a second subdisplay comprises a display of asset positions within the portfolio horizontally sorted by asset statistic during the period.