Systems and methods for tracking investment metrics

• US 20080103988A1
• Filed: 05/31/2007
• Published: 05/01/2008
• Est. Priority Date: 05/31/2006
• Status: Abandoned Application

• Current Assignee: Morgan Stanley
• Original Assignee: Morgan Stanley
• Inventors: Cook, Courtney Stafford, Harris, Trevor Samuel, Donner, Marc Daniel
• Application Number:
  US11/809,087
• Publication Number:
  US 20080103988A1
• Time in Patent Office: Days
• US Class Current: 705/36R
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

An interactive user interface for displaying information about one or more publicly traded companies at one time. The interface may comprise a two-dimensional chart comprising an x-axis and a y-axis and means for specifying financial metrics for the x- and y-axes. The interface may also include fields where the user can select the companies whose data is to be displayed on the chart. The interface may also include a time range selection field where the user can specify the date range for the date to be displayed on the chart. An identifier or other type of marker is positioned on the chart at the x and y coordinates for each of the publicly traded companies for each time point in the time range. Further, the markers for each company may be connected by a line. The line for each of the companies may be labeled with an identifier for the company (e.g., stock trading symbol) and each marker is labeled with a date indicator. The interface may further comprise a contour selection field for specifying a type of contour lines to be applied to the chart.

Claims

1. An interactive user interface for displaying information about one or more publicly traded companies at one time, comprising:

a two-dimensional chart comprising an x-axis and a y-axis;

means for specifying a first financial metric related to the one or more publicly traded companies for the x-axis and for specifying a second financial metric related to the one or more publicly traded companies for the y-axis;

a time range selection field, wherein a marker is positioned on the chart at the x and y coordinates for each of the publicly traded companies for each time point in the time range, and wherein, separately for each of the one or more publicly trade companies, the markers are connected by a line.

2. The interface of claim 1, further comprising a contour selection field for specifying a type of contour lines to be applied to the chart.

3. The interface of claim 2, wherein the contour selection field includes as one selection a set of contour lines where a value for the x-axis times a value for the y-axis equals a constant.

4. The interface of claim 3, wherein the contour selection field includes as another selection a set of contour lines where a value for the y-axis divided by a value for the x-axis equals a constant.

5. The interface of claim 2, wherein the means for specifying the first financial metric related to the one or more publicly traded companies for the x-axis and for specifying the second financial metric related to the one or more publicly traded companies for the y-axis comprises:

a first drop-down window for the x-axis that allows a user to select one of a plurality of financial metrics for the x-axis; and

a second drop-down window for the y-axis that allows a user to select one of a plurality of financial metrics for the y-axis.

6. The interface of claim 2, wherein the means for specifying the first financial metric related to the one or more publicly traded companies for the x-axis and for specifying the second financial metric related to the one or more publicly traded companies for the y-axis comprises a listing of predefined x-y pairs.

7. The interface of claim 2, further comprising a center chart axis selection field that, when selected, centers the x and y axes in the chart.

8. The interface of claim 7, further comprising:

a zoom selection field for the x-axis; and

a zoom selection field for the y-axis.

9. The interface of claim 8, further comprising:

a maximum x-axis value selection field;

a minimum x-axis value selection field;

a maximum y-axis value selection field; and

a minimum y-axis value selection field.

10. The interface of claim 9, further comprising a name selection field for specifying the publicly traded companies.

11. The interface of claim 10, wherein the name selection field comprises an industry selection field.

12. The interface of claim 11, wherein the lines for each of the publicly traded companies is labeled with an identifier for the company and each marker is labeled with a data indicator.

13. A system for providing an interactive user interface to a user, the interactive user interface for displaying information about a plurality of publicly traded securities at one time, the system comprising a server for serving a document containing the interactive user interface via a network to the user, the interactive user interface comprising:

a two-dimensional chart comprising an x-axis and a y-axis;

means for specifying a first financial metric related to the one or more publicly traded companies for the x-axis and for specifying a second financial metric related to the one or more publicly traded companies for the y-axis;

a time range selection field, wherein a marker is positioned on the chart at the x and y coordinates for each of the publicly traded companies for each time point in the time range,

14. The system of claim 13, wherein the interface further comprises a contour selection field for specifying a type of contour lines to be applied to the chart.

15. The system of claim 14, wherein the contour selection field includes as one selection a set of contour lines where a value for the x-axis times a value for the y-axis equals a constant.

16. The system of claim 15, wherein the contour selection field includes as another selection a set of contour lines where a value for the y-axis divided by a value for the x-axis equals a constant.

17. The system of claim 14, wherein the means for specifying the first financial metric related to the one or more publicly traded companies for the x-axis and for specifying the second financial metric related to the one or more publicly traded companies for the y-axis comprises:

a first drop-down window for the x-axis that allows a user to select one of a plurality of financial metrics for the x-axis; and

a second drop-down window for the y-axis that allows a user to select one of a plurality of financial metrics for the y-axis.

18. The system of claim 14, wherein the means for specifying the first financial metric related to the one or more publicly traded companies for the x-axis and for specifying the second financial metric related to the one or more publicly traded companies for the y-axis comprises a listing of predefined x-y pairs.

19. The system of claim 14, wherein the interface further comprises a center chart axis selection field that, when selected, centers the x and y axes in the chart.

20. The system of claim 19, wherein the interface further comprises:

a zoom selection field for the x-axis; and

a zoom selection field for the y-axis.

21. The system of claim 20, wherein the interface further comprises:

a maximum x-axis value selection field;

a minimum x-axis value selection field;

a maximum y-axis value selection field; and

a minimum y-axis value selection field.

22. The system of claim 21, wherein the interface further comprises a name selection field for specifying the publicly traded companies.

23. The system of claim 22, wherein the name selection field comprises an industry selection field.

24. The system of claim 23, wherein the lines for each of the publicly traded companies is labeled with an identifier for the company and each market is labeled with a data indicator.

25. A method of presenting information about a plurality of publicly traded securities at one time in an interactive user interface comprising displaying a user interface, wherein the user interface comprises:

a two-dimensional chart comprising an x-axis and a y-axis;

means for specifying a first financial metric related to the one or more publicly traded companies for the x-axis and for specifying a second financial metric related to the one or more publicly traded companies for the y-axis;

a time range selection field, wherein a marker is positioned on the chart at the x and y coordinates for each of the publicly traded companies for each time point in the time range, and wherein, separately for each of the one or more publicly trade companies, the markers are connected by a line.

26. The method of claim 25, wherein the interface further comprises a contour selection field for specifying a type of contour lines to be applied to the chart.

27. The method of claim 26, wherein the contour selection field includes as one selection a set of contour lines where a value for the x-axis times a value for the y-axis equals a constant.

28. The method of claim 27, wherein the contour selection field includes as another selection a set of contour lines where a value for the y-axis divided by a value for the x-axis equals a constant.

29. The method of claim 26, wherein the means for specifying the first financial metric related to the one or more publicly traded companies for the x-axis and for specifying the second financial metric related to the one or more publicly traded companies for the y-axis comprises:

a first drop-down window for the x-axis that allows a user to select one of a plurality of financial metrics for the x-axis; and

a second drop-down window for the y-axis that allows a user to select one of a plurality of financial metrics for the y-axis.

30. The method of claim 26, wherein the means for specifying the first financial metric related to the one or more publicly traded companies for the x-axis and for specifying the second financial metric related to the one or more publicly traded companies for the y-axis comprises a listing of predefined x-y pairs.

31. The method of claim 26, wherein the interface further comprises a center chart axis selection field that, when selected, centers the x and y axes in the chart.

32. The method of claim 31, wherein the interface further comprises:

a zoom selection field for the x-axis; and

a zoom selection field for the y-axis.

33. The method of claim 32, wherein the interface further comprises:

a maximum x-axis value selection field;

a minimum x-axis value selection field;

a maximum y-axis value selection field; and

a minimum y-axis value selection field.

34. The method of claim 33, wherein the interface further comprises a name selection field for specifying the publicly traded companies.

35. The method of claim 34, wherein the name selection field comprises an industry selection field.

36. The method of claim 35, wherein the lines for each of the publicly traded companies is labeled with an identifier for the company and each marker is labeled with a data indicator.