METHOD AND SYSTEM FOR THREE-DIMENSIONAL PRESENTATION OF FINANCIAL DATA

• US 20120030074A1
• Filed: 06/10/2011
• Published: 02/02/2012
• Est. Priority Date: 07/27/2010
• Status: Active Grant

• Current Assignee: Edward Rotenberg
• Original Assignee: Edward Rotenberg
• Inventors: Rotenberg, Edward
• Granted Patent: US 8,423,445 B2
• Time in Patent Office: Days
• US Class Current: 705/30
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 40/12 Accounting

Abstract

A computerized method and system for displaying financial data, is based on geometric three-dimensional (3D) model. The geometric 3D model consists of geometric 3D components and geometric 3D interconnections between components. Components represent financial assets and interconnections represent relations between assets. Component'"'"'s volume is proportional assets'"'"' parameters values. Volume of interconnections proportional covariance or correlation values between assets. The generalized multi-dimension and multi-tier model may be applied for presentation of financial data.

Claims

1. A computerized method of displaying financial data, the method comprising:

receiving financial data in an electronic format in a first computer process;

analyzing the financial data to identify categories associated with the data to produce parsed financial data in a second computer process;

using the parsed financial data to populate General Model that includes multiple parameters of the assets including asset values, performance, and covariances with respect to other assets;

storing the populated General Model on a computer readable storage device;

and using a graphics engine to display the populated General Model, representing assets as three dimensional objects having a size representative of asset value and a color representative of a selected performance parameter of the assets, and having three dimensional interconnections between the three dimensional objects having a size representative of covariance or correlation between the corresponding assets.

2. The computerized method of claim 2 wherein General Model comprises all features of The Generic 3D Geometric Model or derived from it The Risk 3D Geometric Model.

3. A non-transitory digital storage medium encoded with instructions, which, when loaded into a computer establish computer processes, for displaying financial data, the processes comprising:

receiving the financial data in an electronic format;

analyzing the financial data to identify categories associated with the data to produce parsed financial data;

using the parsed financial data to populate General Model and storing the populated General Model; and

using a graphics engine to display the populated General Model

4. A non-transitory digital storage medium of claim 3 wherein General Model comprises all features of The Generic 3D Geometric Model or derived from it The Risk 3D Geometric Model.