System, method, and software to manage financial securities via a 3-dimensional landscape

• US 20100057618A1
• Filed: 02/18/2009
• Published: 03/04/2010
• Est. Priority Date: 08/27/2008
• Status: Abandoned Application

• Current Assignee: Aqumin LLC
• Original Assignee: Aqumin LLC
• Inventors: Albamont, James Thomas JR., Spicer, Sean Andrew
• Application Number:
  US12/378,628
• Publication Number:
  US 20100057618A1
• Time in Patent Office: Days
• US Class Current: 705/64
• CPC Class Codes: G06F 3/04815 Interaction with a metaphor-based environment or interaction object displayed as three-dimensional, e.g. changing the user viewpoint with respect to the environment or object
• CPC Class Codes: G06Q 20/382 insuring higher security of transaction
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 19/00 Manipulating 3D models or images for computer graphics

Abstract

This disclosure involves systems, methods, and software for viewing, managing, or otherwise analyzing financial securities utilizing a three-dimensional display of related data and metrics. This disclosure describes techniques that facilitate the combination of financial data with 3D search technology to provide a user-friendly view and analysis of securities market data. The intuitive visual landscape offers a contextual picture that allows the user to display several layers of information simultaneously. Moreover, the disclosure describes this intuitive mechanism for looking at financial markets and identifying opportunities within a multi-dimensional landscape linked to additional integrated data panes, thus helping enable rapid analysis. The techniques may utilize or facilitate customizable metrics, seamless system compatibility, and integrated portfolio tools. The securities landscape may allow on-the-fly changes to quickly answer user queries. The disclosure further discusses various optimizations that help enable this real-time and intuitive landscape, such as vertex optimizations, color map optimizations, and hypersorting.

Claims

1. Software for presenting a three-dimensional landscape of financial information, the software comprising computer readable instructions embodied on a tangible medium and operable when executed to cause a processor to:

identify financial information to be represented in a full three-dimensional landscape by three-dimensional objects;

identify a market set of the financial information for display using the three-dimensional objects;

parse the market set of financial information into an internal data model; and

present at least a subset of the internal data model in the full three-dimensional landscape through the three-dimensional objects, the representational form of the data objects providing a relational context between the various objects.

2. The software of claim 1, the representational form such that the data objects comprise buildings and the three-dimensional landscape comprises one or more neighborhoods, each neighborhood representing a distinct category of financial information and the graphical properties of each building representing a plurality of metrics within that category.

3. The software of claim 2, the graphical properties comprising height, footprint, color, and location within the neighborhood.

4. The software of claim 1, the instructions further operable when executed to cause the processor to receive at least a portion of the market set from a remote data source.

5. The software of claim 4, the remote data source comprising a financial information repository that is communicably coupled to a plurality of third-party sources.

6. The software of claim 5, the remote data source communicably coupled to one of the third party sources via a proprietary web service.

7. The software of claim 4, the received market set formatted as encrypted GZIPed text data.

8. The software of claim 1, the instructions further operable when executed to cause the processor to perform quality checking on the identified market set.

9. The software of claim 1, the instructions further operable when executed to cause the processor to interactively respond to user input involving the landscape.

10. The software of claim 9, the dynamic response comprises redrawing the landscape at 60 hz or higher.

11. The software of claim 1, the three-dimensional landscape further presenting a one-dimensional display space and a two-dimensional display space, with each display space associated with a listener, and the instructions further operable when executed to cause the processor to notify the listener to update the particular display space upon user selection of a graphical object in the three-dimensional landscape.

12. The software of claim 1, the instructions further operable when executed to cause the processor to:

automatically refresh the financial information; and

update the three-dimensional landscape to represent a change in at least one attribute of one graphical object based on the refreshed data.

13. The software of claim 12, the instructions operable when executed to cause the processor to automatically refresh only select data items of the financial data according to a refresh value associated with each data item.

14. The software of claim 13, the refresh value for a security determined based on one or more of the following:

open hours of an associated securities exchange, number of news items identified for that security, number of news items identified for a market sector of that security, and user selection.

15. The software of claim 1, the instructions operable when executed to cause the processor to enhance data flow and graphics processing such that the full three-dimensional landscape can be updated at 60 hz or higher.

16. The software of claim 15, wherein the data flow enhancement comprises populating the alpha channel of the color map with a financial metric.

17. The software of claim 15, wherein the graphics processing enhancement comprises automatically setting various parameters according to one of a determination of graphics card settings stored in a lookup table or a determination of graphics card settings determined at runtime.

18. The software of claim 1, the instructions further operable when executed to cause the processor to automatically limit the breadth of available information according to one of a user role, a license type, or user selection.

19. The software of claim 1, the instructions further operable when executed to cause the processor to reduce the identified market set according to a user'"'"'s selection of a plurality of chained sorting criteria.

20. The software of claim 1, the instructions further operable when executed to cause the processor to dynamically update at least one graphic object according to news items associated with that object, the update determined according to one of news item concentration, news item severity, score, or user selection.

21. Software for presenting a three-dimensional landscape of financial information, the software comprising computer readable instructions embodied on a tangible medium and operable when executed to cause a processor to:

identify financial information to be represented in a full three-dimensional landscape by three-dimensional objects;

identify a market set of the financial information for display using the three-dimensional objects;

reduce the identified market set according to a selection of a plurality of chained sorting criteria;

parse the market set of financial information into an internal data model; and

present at least a subset of the internal data model in the full three-dimensional landscape through the three-dimensional objects, the representational form of the data objects providing a relational context between the various objects.

22. Software for presenting a three-dimensional landscape of financial information, the software comprising computer readable instructions embodied on a tangible medium and operable when executed to cause a processor to:

identify financial information to be represented in a full three-dimensional landscape by three-dimensional objects;

identify a market set of the financial information for display using the three-dimensional objects;

parse the market set of financial information into an internal data model;

present at least a subset of the internal data model in the full three-dimensional landscape through the three-dimensional objects, the representational form of the data objects providing a relational context between the various objects; and

dynamically update at least one graphic object according to news items associated with that object, the update determined according to at least one of news item concentration, news item severity, score, or user selection.