Real-time equity monitoring system, process and interface

Abstract

A method for generating a dynamic interface to display real-time information about a plurality of tradable assets within an investment portfolio. The method includes receiving real-time data for each of a plurality of tradable assets and generating a node for each tradable asset. The node includes a first characteristic indicative of a transaction volume with respect to the portfolio and a second characteristic indicative of a transaction momentum. The method includes generating a dynamic interface that includes positioning each node within the circular generic area at a location between a center of the circular generic area and an outer edge of the circular generic area, the location based on a first characteristic of each node. The one or more nodes have angular motion based on the second characteristic, and the dynamic interface updates with real-time changes in data of any of the plurality of tradable assets.

Description

[0001] Priority Claims and Related Applications

[0002] This application claims priority to U.S. Patent Application No. 18 / 370,852, filed on September 20, 2023, which claims the benefit of U.S. Provisional Application No. 63 / 408,425, entitled "Real-Time Equity Monitoring Systems, Processes, and Interfaces", filed on September 20, 2022. This application is a continuation-in-part of co-pending U.S. Application No. 17 / 948,156, entitled "Real-Time Equity Monitoring Systems, Processes, and Interfaces", filed on September 19, 2022, which claims the benefit of U.S. Provisional Application No. 63 / 295,668, entitled "Real-Time Equity Monitoring Systems, Processes, and Interfaces", filed on December 31, 2021. The entire disclosures of the above technical disclosures are incorporated herein by reference in their entirety. Technical Field

[0003] This application generally relates to methods and devices for controlling the operation of a computer display to effectively display information, and more particularly, this application relates to user-configurable methods of using a device for simultaneously and graphically displaying different data sets within a common area of a computer display. Background Art

[0004] Traditional control systems for displaying information (such as financial information indicating equity performance) typically divide the information into different sets. For example, a chart can be created to show the price trend of an equity over a defined time period. Some systems overlay multiple line charts representing the historical price trends of different stocks over a defined time period on the same chart. Through such a chart, an observer can easily compare the historical performances of those different stocks over the defined time period.

[0005] However, other than selecting the stocks to be depicted on the chart and the time period that the chart may cover, little flexibility is left for the user to present additional different information for analysis on a traditional chart. Instead, the user needs to separately access different information by navigating to different parts of a web-accessible application. For example, the user typically needs to navigate from the displayed chart to a table of historical dividend information to view information about the dividend history of the equity. Other information about the equity also requires navigation to different interfaces of the web-accessible application to view. In each case, the user must either remember the various information viewable from the different interfaces of the web-accessible application or write it down to consider when viewing other information. Navigating between different interfaces of a web-accessible application is not only time-consuming and inefficient but also prevents the user from considering multiple different data sets simultaneously.

[0006] Recently, customized applications have been developed, including interfaces that can present different data within a common interface. Customized solutions allow the selection of multiple stocks to be incorporated into the interface, but they are too costly for most private users. Additionally, modifying a customized solution to change the types of data included in the common interface requires modifying the application at the program code level, which involves dedicated software developers for such tasks. Summary of the Invention

[0007] Accordingly, there is a need in the art for a system, device, platform, and method that allow a user to configure an application to include multiple different categories of information about multiple different tradable assets in a common user interface. Configuring the application can involve receiving user input indicating the categories of information from a menu included in the graphical user interface, optionally without modifying the application at the program code level.

[0008] According to one aspect, the subject application relates to a method for generating a dynamic interface with a computing system to display real-time information about multiple tradable assets within a portfolio. The method can include receiving data for each of the multiple tradable assets, where the data is received in real time. The method can also include generating a node for each of the multiple tradable assets based on the data for each tradable asset. Each node includes a first characteristic indicating the trading volume relative to the multiple tradable assets within the portfolio and a second characteristic indicating the trading momentum.

[0009] The method can further include generating a dynamic interface to display real-time information about the multiple tradable assets. The dynamic interface can include the nodes for each tradable asset located within a circular common area of the dynamic interface. Each node has a position between the center of the circular common area and the outer edge of the circular common area, which is based on the first characteristic of each node. One or more nodes have angular movement based on the second characteristic, and the dynamic interface is updated as the data of any of the multiple tradable assets changes in real time.

[0010] In another aspect, the subject application relates to a non-transitory computer-readable medium. The non-transitory computer-readable medium stores instructions that, when executed by one or more processors, cause the one or more processors to receive data for each of the multiple tradable assets, where the data is received in real time.

[0011] The instruction also causes one or more processors to generate nodes for each of a plurality of tradable assets based on data for each tradable asset. Each node includes a first characteristic indicating a trading volume relative to the plurality of tradable assets within a portfolio and a second characteristic indicating trading momentum. The instruction also causes one or more processors to generate a dynamic interface to display real-time information regarding the plurality of tradable assets. The dynamic interface may include nodes for each tradable asset located within a circular common area of the dynamic interface. Each node has a position between the center of the circular common area and the outer edge of the circular common area, the position being based on the first characteristic of each node. One or more of the nodes have angular movement within the circular common area, the angular movement being based on the second characteristic, and the dynamic interface is updated as real-time changes occur in the data for any of the plurality of tradable assets.

[0012] The above summary presents a simplified summary in order to provide a basic understanding of certain aspects of the systems and / or methods discussed herein. This summary is not an extensive overview of the systems and / or methods discussed herein. It is not intended to identify key / important elements or to describe the scope of such systems and / or methods. Its sole purpose is to present some concepts in a simplified form as a prelude to the more detailed description presented on the subsequent pages. BRIEF DESCRIPTION OF THE DRAWINGS

[0013] The present invention may take physical forms of certain components and component arrangements, embodiments of which will be described in detail in this specification and illustrated in the drawings that form a part of this specification, wherein:

[0014] Figure 1 An illustrative embodiment of a computer-based system is shown that is operative to control the operation of a display to generate an interface that includes different categories of content for a plurality of different tradable assets within a common area of the interface.

[0015] Figure 2 A flowchart is schematically illustrated of an illustrative embodiment of a computer-implemented process for controlling the operation of a display to generate a graphical user interface that simultaneously presents different content categories for a plurality of different tradable assets.

[0016] Figure 3 An illustrative embodiment is shown of a category content menu that allows a user to configure content categories to be represented in a graphical user interface.

[0017] Figure 4 An illustrative embodiment is shown of a tradable asset menu that allows a user to configure tradable assets to be represented in a graphical user interface.

[0018] Figure 5Illustrates an illustrative embodiment of an interface including a common area that simultaneously displays graphical representations of numerical data and transaction data related to multiple tradable assets.

[0019] Figure 6 Is another flowchart schematically illustrating an illustrative embodiment of a computer-implemented process for controlling the operation of a display to generate a graphical user interface that simultaneously presents different content categories of multiple different tradable assets.

[0020] Figure 7A Illustrates an illustrative embodiment of a dynamic interface representing multiple nodes of tradable assets.

[0021] Figure 7B Illustrates another illustrative embodiment of a dynamic interface representing multiple nodes of tradable assets.

[0022] Figure 8A Illustrates an illustrative embodiment of a connection indicator between tradable assets.

[0023] Figure 8B Illustrates an illustrative embodiment of the industries and sectors related to the connection indicator.

[0024] Figure 9 Illustrates an illustrative embodiment of a dynamic interface representing multiple wedges of tradable asset types.

[0025] Figure 10 Illustrates an embodiment of a computing system configured with the systems and / or processes disclosed herein. Detailed Description

[0026] Certain terms are used herein merely for convenience and should not be construed as limiting the present invention. The relative language used herein can be best understood with reference to the accompanying drawings, where like numbers are used to identify like or similar items. Further, in the drawings, certain features may be shown in a schematic form.

[0027] It should also be noted that if the phrase "at least one" is used herein followed by multiple members, it means one of the members, or a combination of more than one member. For example, the phrase "at least one of the first widget and the second widget" in this application means: the first widget, the second widget, or the first widget and the second widget. Similarly, "at least one of the first widget, the second widget, and the third widget" in this application means: the first widget, the second widget, the third widget, the first widget and the second widget, the first widget and the third widget, the second widget and the third widget, or the first widget and the second widget and the third widget.

[0028] There is a need in the art for devices and methods for controlling the operation of a computer display to generate an interface that includes different categories of content for a plurality of different tradable assets within a common area of the interface. For example, the transfer of stock trading to electronic exchanges accessible via a communication network (such as the Internet) has made it easy for traders who conduct research on stocks and other tradable assets to obtain real-time information. Traditionally, traders needed to collect different types of information for individual stocks from different interfaces, such as summary pages, historical dividend payment tables, insider trading compilations, etc. Then, the trader would separately consider each different category of information to make a decision about whether to buy, sell, or hold each individual equity.

[0029] For traders with large portfolios, the above process is very time-consuming because it requires separate research on individual stocks. Further, the above process is essentially the same as the process carried out by traders before the Internet era, although more up-to-date information is used. Instead of compiling different categories of information about stocks from printed publications, real-time data is retrieved electronically from databases. The end result is that the trader separately and individually considers different categories of information about stocks and then moves on to research the next equity of interest.

[0030] Conversely, the present technology controls the operation of a computer display to generate an interface that includes a common area that simultaneously displays content in a plurality of different categories for a plurality of different tradable assets (such as stocks). The technology is user-configurable, which allows the user to select or otherwise indicate, without modifying at the program code level of an executable application: (i) different tradable assets, and (ii) for each different tradable asset, the different categories of content that are simultaneously displayed in the common area of the interface. For example, data falling within each different category can be retrieved for each selected stock via a communication network (such as the Internet) and graphically represented simultaneously within the common area of the interface. When viewing the common area of the interface, a trader can easily collect one, more, or all of the following for each equity based on the graphical elements within the common area:

[0031] (i) Whether one or more specific events have occurred and / or will occur,

[0032] (ii) The time of any event that has occurred and / or will occur,

[0033] (iii) The number of events that have occurred,

[0034] (iv) Whether the equity provides occasional dividends, and

[0035] (v) And whether a recommendation to conduct a trade involving the equity is made.

[0036] Unlike traditional technologies, the present technology allows a trader to configure a portfolio of tradable assets and all categories of content desired by the trader, and display them simultaneously using graphical elements within a common area of the interface. Thus, compared to displaying underlying data in a purely alphanumeric format, a much larger amount of information can be aggregated from a remote terminal and displayed within the area of the interface. Since much of the underlying data changes in real time based on activities occurring on an electronic exchange (such as sales, option grants / exercises, dividend payments, etc.), the present technology can take into account a large amount of data in a timely manner before conditions change. Thus, a display controlled as described herein can present a much larger amount of information than by displaying the underlying data. Further, the graphical elements displayed simultaneously convey trends in the underlying data that may not be immediately apparent from a purely alphanumeric display. For a complete portfolio of tradable assets, a trader can evaluate all categories of content presented graphically within the common area of the interface. For a single tradable asset, such an evaluation can occur without the trader having to navigate to various different interfaces and evaluate different categories of content separately, thus greatly improving the efficiency of the interface. A trader can optionally save the portfolio configuration in a user account and open and update it without having to reconfigure the portfolio.

[0037] Referring to the accompanying drawings, as described below, Figure 1 illustrates an illustrative embodiment of a computing system 100 for controlling the operation of a computer display 102 to display a graphical user interface. The graphical user interface includes different categories of content for a plurality of different tradable assets represented graphically within a common area of the interface. In one embodiment, the computing system 100 is implemented as the computing device 600 described in detail below for Figure 6 According to another embodiment, the computing system 100 is a computing / data processing system including an application or a collection of distributed applications for an enterprise organization. The application and the computing system 100 can be configured to operate with or be implemented as a node in a cloud-based network system, a software as a service (SaaS) architecture, a cluster computing system, or other types of network architectures.

[0038] In one embodiment, the computing system 100 is a centralized server-side application that at least performs the computerized functions disclosed herein and communicates electronically with a plurality of nodes such as a database server 104, for example, via a communication network 106 (such as the Internet). The computing system 100 and one or more remote terminals (such as the database server 104) can optionally operate together to store and process data as described herein.

[0039] For the sake of brevity and clarity, embodiments of the computing system 100 are described as client applications that are locally connected to a computer display 102. However, alternative embodiments of the computing system 100 may be deployed as server-side hosted applications that perform the functions described herein for concurrent connection with multiple network-connected terminals. For example, a web server 108 may be configured with a hosted application that is accessible by remote terminals (such as the computing system 100) via a communication network 106. The web server 108 may access a database server 104 to retrieve data included in different categories of content as described herein, and provide the content to the computing system 100 via the communication network 106 for display on the computer display 102.

[0040] One or more components of the computing system 100 may be embodied as program modules (e.g., configuration module 110, aggregation module 112, display driver module 114) stored in the memory 116 of the computing system 100. The program modules are configured with instructions that, when executed by the circuitry of at least one processing unit 118, cause the computing system 100 to perform the corresponding function(s).

[0041] As referenced Figure 6 in more detail, the processing unit 118 may be, for example, one or more hardware processors such as a microprocessor, a central processing unit (CPU), an application specific integrated circuit (ASIC), or similar hardware devices, or an array thereof. The processing unit 118 is connected to the memory 116 via circuitry (e.g., a bus) and to the data storage 122 via one or more input / output controllers. The memory 116 is, for example, non-transitory memory such as a processor's cache memory, flash memory, random access memory (RAM), cache memory, or other active memory that stores instructions executed by the processing unit 118.

[0042] One or more data structures 120 that store data related to a trader's user account may be stored in the data storage 122. The data storage 122 may be, for example, flash memory, a hard disk drive, or similar volatile or non-volatile computer storage media. Accordingly, the processing unit 118 uses the data storage 122 and / or the memory 116 to store various data when performing the functions described herein. As Figure 1 shown, the data storage 122 is integrated with the computing system 100. Of course, in other embodiments, the data storage 122 may be implemented as distributed storage that is shared between one or more remote devices (such as the database server 104 and the web server 108) in a distributed file system and the computing system 100.

[0043] As used herein, communication network 108 includes computer network hardware, software applications, and common communication transmission components (such as the public switched telephone network, etc.) to facilitate packet communication or other communication between computing system 100 and remote devices as described herein. For example, communication network 108 may include a local area network (LAN), a wide area network (WAN), the Internet, or a combination thereof.

[0044] Figure 2 An illustrative embodiment of a computer-implemented process for controlling a computer display 102 to generate a graphical user interface is shown. The graphical user interface graphically presents content for multiple different tradable securities in multiple different categories simultaneously within a common display area of the interface.

[0045] At Figure 2 block 200, a configuration module of the computing system receives a configuration packet that defines the categories of content and the tradable assets to be simultaneously displayed within the common area of the interface. For example, as part of the configuration packet, the configuration module receives user-defined content categories at block 202 and a plurality of tradable assets at block 204. The content categories are described herein as user-configurable or user-defined, meaning that a user of the present technology can individually select or otherwise indicate the categories that the user desires to appear in the interface.

[0046] At block 206, an aggregation module communicates with a remote server via a communication network to request and retrieve data for each tradable asset specified in the configuration packet within the content category. The data requests at least numerical data and trading data corresponding to the tradable assets. According to some embodiments, the numerical data for each selected tradable asset includes, but is not limited to:

[0047] the sale price of the tradable asset involved in transactions (such as sales) that occurred during a defined historical time period prior to the date of data request,

[0048] the current market price of the tradable asset at the time of data request, and

[0049] the option exercise price of the tradable asset at the time of data request.

[0050] Examples of the trading data for each selected tradable asset include, but are not limited to:

[0051] Relates to historical transactions (e.g., purchases, sales, and option grants) of a company's affiliated insiders related to tradable assets, or those with access to non-publicly available information related to tradable securities. As a specific example, for each selected tradable asset, the requested historical transaction information may include at least one of the following: the names and job titles of insiders who have traded the tradable asset, the dates on which insiders traded the tradable asset, the quantities of tradable assets traded by insiders, and whether the insiders have participated in at least one of the following: (i) purchasing a tradable asset, (ii) selling a tradable asset, (iii) exercising an option issued for a tradable asset, and (iv) receiving a grant of a tradable asset, and

[0052] Upcoming dividend payments scheduled to be made to holders of tradable securities within a defined time period from the date of requested data.

[0053] At Figure 2 In block 208, the display driver module generates graphical elements of the interface based on the numerical data and transaction data received by the aggregation module, and illustrative embodiments are as Figure 5 shown. For example, interface 500 may include a general area 502 (enclosed by a dashed line) where each graphical element is simultaneously displayed to graphically convey information related to the numerical data and transaction data received by the aggregation module.

[0054] Referring again to Figure 2 , based on all factors specified in the configuration package, the display driver module determines at block 210 a recommendation for each of the multiple tradable assets represented in the general area of the interface (see Figure 5 ).

[0055] At Figure 2 In block 212 of, the display driver module controls the transmission of a signal to the display such that the display presents the interface to the user. Based on the information graphically conveyed by the interface, the user can initiate a recommended transaction involving one or more tradable assets. The interface includes a general area where, for each tradable asset in the configuration package, an activity symbol is arranged within a central area of the general area, a dividend symbol covers a portion of the activity symbol, and a recommendation symbol is arranged around a peripheral area of the activity symbol. According to an alternative embodiment, the display driver module may transmit a signal that automatically triggers a transaction involving a tradable asset based on the recommendation determined by the display driver module without manual intervention.

[0056] Go to Figure 3 As an example, as Figure 3As shown in the embodiments, a computer monitor may display a defined list of available categories in menu 300. A user may select multiple (but less than all available options) checkboxes 302, or select all available options of the available categories from menu 300. According to an alternative embodiment, in addition to checkboxes 302, any suitable selection mechanism (such as radio buttons, drop-down menus, text input fields, etc.) may be used to replace or supplement Figure 3 the checkboxes 302 shown.

[0057] For Figure 3 the embodiments shown, menu 300 includes the following available content categories that are included in the interface:

[0058] Dividend-paying tradable assets 304 – Designate those tradable assets that are selected for inclusion and that make occasional or optionally regular monetary distributions.

[0059] Insider trading involving tradable assets 306 – Indicate whether any party with the right to obtain material information about the price of a tradable asset that is not available to the general public has engaged in a transaction involving the tradable asset within a defined time frame.

[0060] Candlestick events 308 – A price chart format that can be used for technical analysis, including a graph that shows the high, low, opening, and closing prices for a given financial instrument during a specific period, known as a "candlestick" chart. Candlesticks are designed to resemble candlestick markers (discussed further below and as Figure 5As shown, it includes an upper tail and a lower tail, which respectively represent the high price and the low price achieved by the instrument during a time period (usually the trading period, such as a day). The body segment is rectangular in shape and represents the opening and closing of the trading period, and can be color-coded to indicate whether the closing price of the instrument is higher or lower than the opening price. The pattern can be simple or complex and is optionally user-defined by selecting the desired criteria via an interface within menu 300. For example, the user can establish candlestick criteria that include at least one threshold: the opening price, the closing price, the high price, and the low price during the trading period. During the trading period, meeting at least one, a plurality (but less than all), or all of the candlestick criteria constitutes a candlestick event. Although the foregoing example describes the candlestick pattern as defining the high price, the low price, the closing price, and the opening price, it will be understood that other patterns indicating market manipulation can also constitute the "candlestick" pattern used herein. For example, the criteria can be user-defined in menu 300 to meet the so-called EG Wyckoff distribution pattern, and this criteria can be used to determine when / whether a "candlestick" event occurs. The Wyckoff pattern helps to determine when large investors establish short positions or allocate long positions and supersede the activities of retail traders. Large investors gradually allocate positions to avoid significant price changes before they can complete the allocation. However, for the sake of brevity and clarity, embodiments using the high, low, closing, and opening criteria of candlestick events are described herein.

[0061] an upcoming dividend or other distribution 310, scheduled to be paid within a user-defined defined time period 312 from the date of the requested data; and

[0062] a percentage of parity 314 exceeding a user-specified defined percentage 316 – a percentage of the tradable asset, the market price of which is within a defined percentage 316 (or other tolerance) of the option strike price, for a defined percentage of the outstanding options to purchase the tradable asset. However, other embodiments of the present technology can include a subset of the options in menu 300, or Figure 3 additional options not shown in the embodiment of menu 300 herein. After selecting the desired content category, the selection can be submitted in response to the selection of the confirmation button 318 to incorporate it into the configuration package.

[0063] In addition to the desired content category, the user can also define a plurality of tradable assets to be included in the interface. For Figure 4 the illustrative embodiment shown, a stock symbol input field 400 can be included in the tradable asset selector 402. Stock symbols representing the equity of a particular company can be entered in each field to incorporate it into the configuration package of the tradable assets represented in the definition interface. In Figure 4In this case, the stock code DAL 404 is input into one of the stock code input fields 400. In response to the selection of the confirmation button 406, the stocks and other tradable assets of Delta Airlines will be incorporated into the configuration package to be included in the interface. According to an alternative embodiment, the name of the company or a part of the name can be input into the stock code input field 400, and then a lookup will be performed in the background. According to some embodiments, at least ten (10) and at most fifty (50) tradable assets can be submitted in the configuration package for inclusion in the interface.

[0064] The configuration package includes user-definable settings for generating an interface as described herein and is stored in a data structure of the data store by a configuration module. The data structure can also associate the configuration package with the user's user account, thereby allowing the user to save the configuration package for future evaluation of the user's portfolio. By indicating the content categories and tradable assets that appear in the interface, the user can configure the computing system to display the desired content without modifying the source / program code of the configuration module.

[0065] Reference Figure 5 , which shows an interface 500 including a general area 502 that simultaneously displays graphical representations of numerical data and trading data related to multiple tradable assets. According to Figure 5 the illustrated embodiment, a plurality of stock codes 504 defined by the configuration package are arranged on the perimeters of a plurality of concentrically arranged circular regions 506A, 506B, 506C, 506D. Information related to each stock code 504 is specified by placing one or more graphical elements in the circular regions 506A, 506B, 506C, 506D, and these graphical elements extend along a radial direction from the origin 508 towards their respective stock codes 504. The placement of the stock codes 504 can indicate the trading volume of the tradable assets corresponding to the stock codes. In one embodiment, the placement of the stock codes 504 indicates an increase in trading volume, and the trading volume increases in the clockwise direction. For example, PYPL has the smallest trading volume relative to the portfolio, while MSFT has the largest trading volume relative to the portfolio. In another embodiment, the placement of the stock codes 504 indicates an increase in trading volume, and the trading volume increases in the counterclockwise direction. For example, MSFT has the smallest trading volume relative to the portfolio, while PYPL has the largest trading volume relative to the portfolio.

[0066] The interface 500 can also include lines extending from the origin 508 towards each stock code 504. These lines can be dividend symbols that include at least the following: (i) a first variable aspect, and (ii) a second variable aspect. Examples of the first variable aspect can be the appearance of the line, which graphically indicates whether dividends are paid to the holders of the tradable assets. In Figure 5In it, for example, a solid line 510 with a relatively light line width indicates that a tradable asset with a corresponding stock code (GOOGL in this example) does not pay dividends. In contrast, a dashed line 512 with a relatively large line width indicates that a tradable asset with a corresponding stock code (MRVL in this example) does pay dividends. However, other graphical aspects of the line (such as color code, size, shape, or any other graphical element) can be used as the first variable aspect. For example, a line of a first color (e.g., gray) can graphically indicate a tradable asset, and a line of a second color (e.g., green) can indicate that the tradable asset pays dividends.

[0067] The second variable aspect of the line can graphically indicate the relative quantity of events that have occurred or are planned to occur involving the tradable asset. According to Figure 5 the illustrative embodiments in, the longer the line, the greater the quantity of events that have occurred or are planned to occur involving the tradable asset. As a specific example, the quantity of events that have occurred involving the tradable asset ICE is greater than the quantity of events that have occurred involving the tradable asset PTON. However, other graphical aspects of the line (such as color code, size, shape, or any other graphical element) can be used as the first variable aspect. According to some embodiments, examples of events include but are not limited to: candlestick events, insider trading, upcoming dividend events, any other events, and any combination thereof. Thus, for Figure 5 the embodiments shown in, the first variable aspect (e.g., solid line, low-weight line versus dashed line, high-weight line) indicates whether the respective tradable asset pays dividends, and the second variable aspect (the length of the line) indicates the quantity of events that have occurred or will occur.

[0068] In addition to the lines, additional symbols can be arranged in the annular regions 506A, 506B, 506C, 506D along the radial direction extending from the origin 508 to the respective stock codes 504. For example, a marker such as an "at" symbol (@) can be placed in the annular region 506A, which can be designated as a marker to identify a tradable asset for which the "parity" percentage exceeds a user-configurable percentage specified in the configuration package. The "parity" percentage is the percentage of outstanding options of a tradable asset that, at the current market price, is within a defined tolerance of the option strike price. In Figure 5 the illustrative embodiments of, the defined tolerance is specified as five (5%) in the configuration package.

[0069] Similarly, the annular region 506B can be designated to display a marker such as an asterisk (★), which indicates an upcoming dividend payment within a user-defined period starting from the date when numerical data and trading data are received from the aggregation module 112. In Figure 5In the example, the asterisk (★) indicates that the tradable asset MSFT has an upcoming dividend payment within the next thirty (30) days.

[0070] The annular region 506C can be designated to display a marker such as an eye, which indicates that an insider trading event has occurred. Insider trading involves a party with information not available to the general public trading in respective tradable assets. The display driving module determines whether an insider trading event has occurred based on the trading data received by the aggregation module.

[0071] The annular region 506C can be designated as, for example, Figure 5 a display marker for the candlestick marker 514 in. The candlestick marker 514 includes a vertical rectangular portion indicating the opening and closing prices of the tradable asset, an upward projection line identifying the high price achieved by the tradable asset during the trading session, and a downward projection line identifying the low price achieved by the tradable asset during the trading session. The configuration package can optionally be configured by the user to indicate the high, low, opening, and closing prices of the specified tradable asset with the candlestick marker 514.

[0072] The general area 502 can include additional annular regions. For example, based on the received data, an annular region can be designated to display a marker indicating the lunar phase performance of the tradable asset as strong or weak. If the asset performs better around the new moon phase, an indication will be presented to notify the user that the tradable asset will enter a period of historically better performance. Alternatively, a different indication can be presented to notify the user that if it is in the full moon phase, the tradable asset will enter a period of historically weaker performance. Therefore, it is beneficial to provide the user with an indication of the lunar cycle performance, which enables the user to take advantage of the upcoming performance.

[0073] The general area 502 can also include a natural ratio area. The natural ratio area can be based on the correlation between the trading movement of the tradable asset and the Fibonacci sequence. The natural ratio is obtained by dividing consecutive Fibonacci number pairs, and the result is approximately 1.618 (or 0.618 vice versa). The natural area can use Fibonacci retracement, Fibonacci arcs, Fibonacci fans, Fibonacci zones, or any combination thereof to determine the natural ratio of the tradable asset. This determination can also use other methods known in the art. For example, based on the received data, an annular region can be designated to display a marker indicating the strong or weak performance of the tradable asset related to the natural ratio. If the asset is expected to perform better in the future, an indication will be presented to notify the user that the tradable asset will enter a period of historically better performance. Alternatively, a different indication can be presented to notify the user that if the tradable asset is expected to depreciate, the asset will enter a period of historically weaker performance.

[0074] The general area 502 may also include a crowded short area. The crowded short area may indicate an increased risk of buying short positions of a tradable asset based on data indicating a large number of short positions of the tradable asset. This indication occurs if the asset exhibits a crowded short tendency, notifying the user that the tradable asset is entering a risk manifestation period. The general area 502 may also include a call option area and / or a put option area. The option areas provide information to the user indicating whether other investors predict strong or weak performance of the tradable asset. Indications will be presented notifying the user that the tradable asset will enter a period of expected better performance based on option positions. Thus, it is advantageous to provide the circular areas and corresponding indications in this way because the user can make decisions based on all relevant information on one screen. Accordingly, the user can execute trades in a timely manner, thereby maximizing the trading value. In the absence of the information presented in this way, the user will not be able to execute immediate trades and will not be able to maximize positions.

[0075] In each of the embodiments of the tradable assets described above, artificial intelligence (AI) can be employed based on performance to manage a user's investments. For example, the AI can make trading recommendations based on a user's trading tendencies. For example, the AI can provide buy or sell recommendations for a user's tradable assets based on the user's historical behavior regarding candlestick events, insider trading events, upcoming dividends (or lack thereof), parity, and / or natural ratios. The AI can provide buy or sell recommendations for a user's tradable assets based on the user's historical behavior regarding the same or similar assets. Additionally, the AI can ask the user questions about the portfolio to optimize the holdings. For example, the AI can learn the user's preference for assets within a certain category or industry (such as energy, finance, healthcare, telecommunications, etc.) and provide recommendations for assets within that category or industry. Further, the AI can learn the user's preference for characteristics of these assets (such as paying dividends, short selling, etc.) and provide recommendations for assets within that category or industry that match the user's preferred characteristics.

[0076] According to some embodiments, the recommendation for a tradable asset can be to buy a certain quantity of the tradable asset, sell a certain quantity of the tradable asset, or hold the tradable asset. A recommendation symbol, such as a unique font for stock code 504, or other distinguishing feature or icon of stock code 504, graphically conveys the recommendation to the user. By way of example, the display driver module recommends selling the tradable asset IMPUY by formatting the stock code 504 as bold and strikethrough. As another example, the recommendation determined by the display driver module is to hold the tradable asset with stock code PLTR, as indicated by italicized and underlined text. The remaining tradable assets have received a "buy" recommendation, as indicated by standard printed letters. A "buy" recommendation informs the user that the conditions specified in the configuration package have been met, thus justifying the purchase of a certain quantity of the corresponding tradable asset. However, any other distinguishing feature, such as color, letter case, stylized font, any other symbol, etc., can be used to graphically convey the recommendation to the user. The interface 500 can also be configured to incorporate alerts and / or sounds to notify the user of trading recommendations. The user may receive a flashing or static red indication to sell a tradable asset. The user may receive a flashing green indication to buy a tradable asset. The user may receive a flashing or static red indication to sell a tradable asset. The user may receive a flashing or static yellow indication to hold a tradable asset. The color and presentation (e.g., flashing) may vary. Additionally, the user may also receive notifications (e.g., emails, mobile applications, text messages) regarding trading recommendations.

[0077] The interface 500 can also be configured to present the best-performing portfolios of other traders and / or the portfolios of the traders the user is following. In at least one embodiment, the interface 500 can be configured to display the common holdings of each portfolio the user is following. The common holdings can be any predetermined quantity set by the user (e.g., 1 or more). For example, by setting the common holdings threshold to 2, the interface 500 will present each tradable asset currently held by at least two other traders. The advantage of this presentation is that the user can identify the common assets held by other traders and evaluate the assets on a single screen, thus enhancing the efficiency of the decision-making process.

[0078] Additionally, the user can access the portfolios of other users, observe the assets they hold and their quantities. The interface 500 can also be configured to enable the user to select adjustment features to simulate the best-performing portfolios. For example, if the user selects adjustment features, the user will trade into the same positions as other portfolios based on (e.g.) the proportion of available assets.

[0079] Reference Figure 6, which illustrates a flowchart of a process 600 for generating a dynamic interface by a computing system to display real-time information about a plurality of tradable assets within a portfolio. Process 600 includes receiving 610 data for each of the plurality of tradable assets. Data can be received from multiple databases and aggregated. Nodes 612 are generated for each tradable asset based on the data. Determinations 614, 616, 618, 620 of trading volume, price change, recommendation behavior, and trading momentum are made for each tradable asset. A dynamic interface is generated 622 to display real-time information about the plurality of tradable assets.

[0080] Reference Figure 7A and Figure 7B , which illustrates a dynamic interface of a plurality of nodes representing tradable assets at two different time periods. The dynamic interface includes a circular common area 702 where the plurality of nodes are located. As described herein, the plurality of nodes include characteristics based on the data of the tradable assets.

[0081] A first characteristic can indicate the trading volume of a user's holdings relative to the plurality of tradable assets within the portfolio. The tradable assets are located between the center 701 of the circular common area and the outer edge of the circular common area, and their positions are based on the first characteristic. In one embodiment, tradable assets with a larger trading volume can be placed towards the center 701, and tradable assets with a smaller trading volume can be placed towards the outer edge. Additionally, the circular common area 702 can be divided into bands corresponding to respective trading volume ranges. For example, node 704 has a relatively large trading volume with respect to the portfolio because it is placed near the center 701. Conversely, node 722 has a relatively small trading volume with respect to the portfolio because it is placed towards the outer edge of the circular common area. In another embodiment, tradable assets with a larger trading volume can be placed towards the outer edge, while tradable assets with a smaller trading volume can be placed towards the center 701 of the circular common area. For example, node 716 has a relatively large trading volume with respect to the portfolio because it is placed towards the outer edge. Conversely, node 722 has a relatively small trading volume with respect to the portfolio because it is placed towards the center 701 of the circular common area.

[0082] The second characteristic can indicate the trading momentum of a tradable asset. The nodes of the tradable asset are based on angular movement within a circular general area, and the direction indicates how the asset is traded (e.g., whether the asset value increases or decreases). A tradable asset with positive trading momentum has a clockwise angular movement, and the speed of the angular movement increases as the positive trading momentum value becomes larger. A tradable asset with negative trading momentum has a counterclockwise angular movement, and the speed of the angular movement increases as the negative trading momentum value becomes larger. The speed of the trading momentum can be based on a 10-day trend. The 10-day trend can be defined as the change (if any) between the price of the previous closing period and the closing price 10 days ago. Alternatively, the trend can be based on a different number of days. The speed of the trading momentum can be divided into groups (e.g., quartiles) corresponding to the degree of change in the trend. For example, the trading momentum of the first quartile can correspond to a change between (±)0% and 2%, and is associated with a node having a first rotational speed (e.g., very slow rotation). The trading momentum of the second quartile can correspond to a change between (±)3% and 6%, and is associated with a node having a second rotational speed (e.g., slow rotation). The trading momentum of the third quartile can correspond to a change between (±)7% and 10%, and is associated with a node having a third rotational speed (e.g., medium rotation). The trading momentum of the fourth quartile can correspond to a change of (±)10% and is associated with a node having a fourth rotational speed (e.g., fast rotation).

[0083] For example, nodes 704, 710, 712, 716, 726, and 722 have positive trading momentum, with a clockwise angular movement, indicating that the value of the asset is increasing. Further, node 722 has a large positive trading momentum because its position has changed significantly during the time period, indicating that the value of the asset is growing rapidly. Conversely, node 710 has a small positive trading momentum because its position has changed minimally during the time period, indicating that the value of the asset is increasing slowly. The trading momentum can be based on the percentage of new buyers / sellers of the tradable asset and / or the quantity of the tradable asset being bought or sold. The trading momentum can additionally or alternatively be based on the rate of change of the market price of the tradable asset.

[0084] Nodes 706, 708, 714, 718, and 724 have negative trading momentum and angular movement in the counterclockwise direction, indicating that the value of the asset is decreasing. Node 714 has a large negative trading momentum because its position has changed drastically during the time period, indicating that the value of the asset is decreasing rapidly. Conversely, node 718 has a small negative trading momentum because its position has changed minimally during the time period, indicating that the value of the asset is decreasing slowly. Node 720 has no trading momentum because it is in the same position, indicating that the value of the asset has not changed. Providing the above information to the user in this way is beneficial because the user can evaluate their entire portfolio in a single window. For example, the user can evaluate whether a large holding of an asset is depreciating rapidly such that they should reduce their position. Alternatively, the user can evaluate whether a nominal holding of an asset is appreciating rapidly such that they should increase their position.

[0085] Continuing to refer to Figure 7A and Figure 7B , a third characteristic indicating price change is the size of the node, where an increasing size is associated with an increasing value and a decreasing size is associated with a decreasing value. The third characteristic can be based on the market opening price of the tradable asset. For example, node 716 has a large node size, indicating that the value of the asset has increased significantly since the market opening price of the asset. Conversely, node 714 has a small node size, indicating that the value of the asset has decreased slightly since the market opening price of the asset. Further, the size of the node can be divided into multiple sizes. For example, a node can be divided into a small size associated with a change between (±)0% to 0.5%, a medium size associated with a change between (±)0.5% to 1%, a large size associated with a change between (±)1% to 4%, and an extra-large size associated with a change between (±)4%.

[0086] Additionally, a tradable asset can have a fourth characteristic indicating a recommended trading action. Similar to the recommendations described in Figure 5 , the recommended trading action can be associated with a buy recommendation, a sell recommendation, or a hold recommendation. For example, the asset corresponding to node 722 may have a buy recommendation due to a large positive trading momentum and a large trading volume. Additionally, the asset corresponding to node 714 may have a sell recommendation because the asset is depreciating rapidly and has a large trading volume. Additionally, the asset corresponding to node 718 may have a hold recommendation as the asset is not depreciating rapidly. In some examples, a buy recommendation can be a green node, a sell recommendation can be a red node, and a hold recommendation can be a yellow node.

[0087] The fifth characteristic can also indicate the daily price change of a tradable asset, where the nodes display visual indicators. For example, the visual indicator of a node can be color, with yellow associated with a change of ±0.5%, green associated with a change of more than 0.5%, and red associated with a change of less than -0.5%. Further, the intensity (or darkness) of the node can indicate a larger percentage change. For example, a dark green node is associated with a change significantly greater than 0.5%, while a light (or pale) red node is associated with a change of -0.5% (or slightly above -0.5%).

[0088] The sixth characteristic can also indicate the daily price change of a tradable asset, where the nodes display audio indicators. For example, the audio indicator of a node can be a sound, with the sound of a bird chirping (or singing) associated with a positive change, a beeping sound associated with a negative change, and no sound associated with no change (or an insignificant change). Further, the intensity (or darkness) of the sound can indicate a larger percentage change. For example, a rapid chirping sound is associated with a significant positive change (e.g., greater than 5%), while a slow (or intermittent) beeping sound is associated with a minor negative change (e.g., less than 0.5%).

[0089] The seventh characteristic may indicate one or more performance indicators of a tradable asset. Although tradable assets are typically presented as nodes, tradable assets may also be presented in other shapes corresponding to the performance indicators. Additionally, the shape of the performance indicator may also include the visual indicators as described above. The performance indicators may include Bollinger Bands, V-Weighted Average Price (VWAP), Relative Strength Index (RSI), and Intraday Momentum Index (IMI). In one embodiment, the Bollinger Band indicator is represented by a triangular shape, the VWAP by a square shape, the RSI by a hexagonal shape, and the IMI by a diamond shape. For example, when the upper and lower bands of the Bollinger Bands are close together (e.g., the bandwidth), the visual indicator of the triangle will appear green, indicating low volatility. On the other hand, when the upper and lower bands of the Bollinger Bands are far apart (e.g., the bandwidth), the visual indicator of the triangle will appear red, indicating high volatility. When the VWAP is higher than the current trading price of the tradable asset (i.e., undervalued), the visual indicator of the square will appear green. Alternatively, when the VWAP is higher than the current trading price of the tradable asset (i.e., overvalued), the visual indicator of the square will appear red. When the RSI of the tradable asset is below a first threshold (e.g., 30), the visual indicator of the hexagon will appear green. Alternatively, when the RSI of the tradable asset is above a second threshold (e.g., 70), the visual indicator of the hexagon will appear red. Similarly, when the IMI of the tradable asset is below a first threshold (e.g., 30), the visual indicator of the hexagon will appear green. Alternatively, when the IMI of the tradable asset is above a second threshold (e.g., 70), the visual indicator of the hexagon will appear red. It should be understood that the user is able to set the thresholds of the performance indicators. In another embodiment, when multiple performance indicators are triggered, the visual indicator may be in the shape of a star.

[0090] In each of the characteristics described above for the tradable asset / node, artificial intelligence (AI) may be employed based on the performance to manage the user's investments. For example, the AI may provide trading recommendations based on, for example, the user's trading propensity. For example, the AI may provide buy or sell recommendations for the user's tradable assets based on the user's historical thresholds of the performance indicators. Additionally, the AI may provide buy or sell recommendations for the user's tradable assets based on the user's historical behavior with respect to the same or similar assets. For example, the AI will understand when the user preferably buys or sells at a specific trading momentum speed, momentum direction, percentage change in price, etc.

[0091] Reference Figure 8A and Figure 8B, which illustrates a diagram of connection indicators between tradable assets corresponding to industries and sectors. A user can select nodes within the circular general area 802 to identify assets belonging to the same industry 812 and / or sector 814. For example, if the user selects node 804 and the pharmaceutical manufacturing industry 813 or the technology sector 815, the dynamic interface displays connection indicators between node 804 and nodes 806, 808, and 810. The connection indicators allow the user to quickly assess which assets are included in their portfolio, how these assets are traded, and their holding size in the industry or sector relative to the portfolio. For example, the industry can be aerospace, asset management, banking, consumer electronics, credit services, pharmaceutical manufacturing, electrical equipment, multimedia, engineering, and construction. For example, the industry can be basic materials, communication services, consumer cyclicals, energy, financial services, healthcare, industrials, and technology.

[0092] Figure 9 is a diagram of a dynamic interface 900 of multiple wedges representing types of tradable assets. The dynamic interface 900 includes multiple nodes 910 configured within the general area. The dynamic interface 900 also includes multiple wedges 920, 930, 940, and 950 arranged within the general area. The multiple wedges 920, 930, 940, and 950 correspond to various asset types. The multiple wedges 920, 930, 940, and 950 rotate around the center point 901 of the general area. The multiple wedges 920, 930, 940, and 950 include characteristics based on data of the asset types. A first characteristic that can indicate the trading volume of tradable assets in an asset type relative to the portfolio is the size of the wedge. A wedge with a larger size corresponds to the user holding a large amount of tradable assets of that type relative to the portfolio. Conversely, a wedge with a smaller size corresponds to the user holding a small amount of tradable assets of that type relative to the portfolio. For example, wedge 920 is larger than wedge 950, indicating that the user holds significantly more assets corresponding to the type in wedge 920 than the type in wedge 950.

[0093] A second characteristic can indicate the trading momentum of an asset type. Similar to the Figure 7A and Figure 7B nodes described above, the wedges of asset types have angular motion within the general area, and the direction indicates how that type is traded (e.g., whether the asset type value is increasing or decreasing). An asset type with positive trading momentum has a clockwise angular motion, and the speed of the angular motion increases as the positive trading momentum value increases. An asset type with negative trading momentum has a counterclockwise angular motion, and the speed of the angular motion increases as the negative trading momentum value increases.

[0094] A third characteristic can indicate recommended trading behavior. Similar to Figure 7A and Figure 7BThe recommendations described in are similar in that the recommended trading actions can be related to buy recommendations, sell recommendations, or hold recommendations. In this example, a buy recommendation for a particular asset class corresponds to recommending that the user increase their position in an asset already in their portfolio. Alternatively, a buy recommendation for a particular asset class corresponds to recommending that the user purchase additional assets of that class that they do not already hold in their portfolio. Similarly, a sell recommendation for a particular asset class corresponds to recommending that the user decrease their position in an asset already in their portfolio. In some examples, a buy recommendation can be a green wedge, a sell recommendation can be a red wedge, and a hold recommendation can be a yellow wedge. The asset classes can be pharmaceuticals, social media, electric vehicles, and energy.

[0095] The dynamic interface 900 can also be configured to present the portfolios of other traders with the best performance and / or the portfolios of traders that the user is following. In at least one embodiment, the dynamic interface 900 can be configured to display the common holdings of each portfolio that the user is following. The common holdings can be any predetermined number set by the user (e.g., 1 or more). For example, by setting the common holdings threshold to 2, the dynamic interface 900 will present each tradable asset currently held by at least two other traders. The advantage of this presentation is that the user can identify the common assets held by other traders and evaluate the assets on a single screen, thus improving the efficiency of the decision-making process.

[0096] In another embodiment, the dynamic interface 900 can also be configured to present additional information about tradable assets and / or tradable asset classes. For example, by hovering the mouse over a node or wedge in the dynamic interface 900, the user will be able to view detailed information about the asset, which is advantageous because the user can further investigate the asset due to its characteristics after identifying the asset on the dynamic interface 900. The detailed information can include Bollinger Band values, VWAP, RSI, IMI, stock price, stock price change, and stock price percentage change.

[0097] In each of the above-described characteristics of tradable assets / wedges, artificial intelligence (AI) can be employed based on performance to manage the user's investments. For example, the AI can make trading recommendations based on, for example, the user's trading tendencies. For example, the AI can provide buy or sell recommendations for the user's tradable assets based on the user's historical thresholds of performance indicators. Additionally, the AI can provide buy or sell recommendations for the user's tradable assets based on the user's historical behavior with the same or similar assets. For example, the AI will understand when the user prefers to buy or sell at a particular trading momentum speed, momentum direction, percentage price change, etc.

[0098] The embodiments of the interface 500 and the dynamic interface 900 described above can be combined with "gamification" features. These embodiments can be "gamified" in any of a variety of ways, such as encouraging feedback, rewarding users for achieving status levels (e.g., being labeled as a top or successful trader), generally simply encouraging more use of the platform or service, encouraging collaboration among users, and / or enabling users to monetize their trading skills. In one embodiment, a user can charge others to access their portfolio (e.g., view their interface 500 and / or dynamic interface 900). This is advantageous when the user has built a reputation as a successful trader and gained attention (or followers), thus increasing the amount the user can earn by allowing access to their portfolio. Additionally, in some embodiments, users can be encouraged / rewarded to post their portfolios, e.g., to see if other users are interested in them.

[0099] Figure 10 Illustrated is an example of a computing device configured and / or programmed with one or more of the example systems and methods described herein and / or equivalents. The exemplary computing device can be a computer 600 that includes a processor 1002, a memory 1004, and input / output ports 1010 operably connected by a bus 1008. In one example, the computer 1000 can include logic 1030 configured to control the operation of a display 102 for the Figure 1 system 100 shown. In different examples, the logic 1030 can be implemented in hardware, a non-transitory computer-readable medium having stored instructions, firmware, and / or a combination thereof. Although the logic 1030 is illustrated as a hardware component connected to the bus 1008, it should be understood that in other embodiments, the logic 1030 can be implemented in the processor 1002, stored in the memory 1004, or stored on the disk 1006.

[0100] In one embodiment, the logic 1030 or the computer 1000 is a tool (e.g., structure: hardware, non-transitory computer-readable medium, firmware) for performing the described acts. In some embodiments, the computer 1000 can be a server running in a cloud computing system, a server configured in a software-as-a-service (SaaS) architecture, a smartphone, a laptop computer, a tablet computing device, etc.

[0101] For example, the tool can be implemented as an ASIC programmed to authorize communication between authorized members and restrict the communication to authorized members. The tool can also be implemented as stored computer-executable instructions that are presented to the computer 1000 as data 1016, temporarily stored in the memory 1004, and then executed by the processor 1002.

[0102] Logic 1030 may also provide tools (e.g., hardware, non-transitory computer-readable media storing executable instructions, firmware) for performing operations related to controlling the display 102 as described herein.

[0103] Generally describing an illustrative configuration of the computer 1000, the processor 1002 can be a variety of processors including dual microprocessors and other multiprocessor architectures. The memory 1004 can include volatile memory and / or non-volatile memory. The non-volatile memory can include, for example, ROM, PROM, etc. The volatile memory can include, for example, RAM, SRAM, DRAM, etc.

[0104] The storage disk 1006 can be operably connected to the computer 1000 via, for example, an input / output (I / O) interface (e.g., card, device) 1018 and an input / output port 1010. The disk 1006 can be, for example, a disk drive, a solid state disk drive, a floppy disk drive, a tape drive, a Zip drive, a flash card, a memory stick, etc. Additionally, the disk 1006 can be a CD-ROM drive, a CD-R drive, a CD-RW drive, a DVD-ROM, etc. For example, the memory 1004 can store the procedure 1014 and / or the data 1016. The disk 1006 and / or the memory 1004 can store an operating system that controls and allocates resources of the computer 1000.

[0105] The computer 1000 can interact with input / output devices via an input / output (I / O) interface 1018 and an input / output port 1010. The input / output devices can be, for example, a keyboard, a microphone, a pointing and selection device, a camera, a video card, a display, the disk 1006, a network device 1020, etc. The input / output port 1010 can include, for example, a serial port, a parallel port, and a USB port.

[0106] The computer 1000 can operate in a network environment and can thus be connected to a network device 1020 via the I / O interface 1018 and / or the I / O port 1010. Through the network device 1020, the computer 1000 can interact with the network. Through the network, the computer 1000 can be logically connected to a remote computer. The networks with which the computer 1000 can interact include, but are not limited to, LANs, WANs, and other networks.

[0107] In one or more embodiments, the disclosed method or its equivalent is performed by one of the following: computer hardware configured to perform the method; or computer instructions embodied in a module stored in a non-transitory computer-readable medium, where the instructions are configured to be an executable algorithm, and the executable algorithm is configured to perform the method when executed by at least one processor of a computing device.

[0108] Although, for simplicity of explanation, the methods shown in the figures are shown and described as a series of algorithmic blocks, it should be understood that these methods are not limited by the order of the blocks. Some blocks may occur in a different order and / or concurrently with other blocks shown and described. Additionally, fewer than all of the illustrated blocks may be used to implement the example methods. The blocks may be combined or separated into multiple acts / components. Additionally, additional and / or alternative methods may employ additional acts not illustrated in the blocks.

[0109] Exemplary AI Implementations

[0110] Advantageously, most or all of the functionality of the systems, methods, and platforms described above can be implemented or assisted by using artificial intelligence (AI). Those skilled in the relevant arts are aware of the development and use of AI, and thus these detailed discussions will not be included here. However, the AI principles disclosed in U.S. Patent No. 11,443,380 for providing recommendations for managing portfolios can be utilized and incorporated by reference. Additionally, implementing AI into some or all of the unique functionality of systems, methods, and platforms designed or constructed in accordance with the disclosed principles results in novel applications and outcomes. AI can not only better incorporate all relevant information regarding a user's trading preferences that the user may have forgotten to adopt in their portfolio, but also better present that information. Such better presentation can also be customized according to the purpose for which the user uses the systems, methods, and platforms, such as customizing a portfolio for optimal presentation of traded assets.

[0111] For example, as mentioned above, AI can provide trading recommendations based on a user's trading proclivities. For example, AI can provide buy or sell recommendations for a user's tradable assets based on the user's historical behavior regarding candlestick events, insider trading events, upcoming dividends (or lack thereof), parities, and / or natural ratios. AI can provide buy or sell recommendations for a user's tradable assets based on the user's historical behavior regarding the same or similar assets. Additionally, AI can ask the user questions regarding the portfolio to optimize the holdings. For example, AI can learn the user's preference for assets within a certain class or industry (such as energy, finance, healthcare, telecommunications, etc.) and provide recommendations for assets within that class or industry. Additionally, AI can learn the user's preference for characteristics of these assets (such as paying dividends, short selling, etc.) and provide recommendations for assets within that class or industry that match the user's preferred characteristics.

[0112] Additionally, the AI can also make trading recommendations based on, for example, the user's trading propensity. For example, the AI can provide buy or sell recommendations for the user's tradable assets based on the user's historical thresholds of performance indicators. Additionally, the AI can provide buy or sell recommendations for the user's tradable assets based on the user's historical behavior towards the same or similar assets. For example, the AI will understand when the user prefers to buy or sell at a specific trading momentum speed, momentum direction, percentage change in price, etc. Additionally, the AI can ask the user questions about the portfolio to optimize the holdings. For example, the AI can learn the user's preference for assets within a certain category or industry (e.g., energy, finance, healthcare, telecommunications, etc.) and provide recommendations for assets within that category or industry. Further, the AI can learn the user's preference for the characteristics of these assets (e.g., paying dividends, short selling, momentum trends, etc.) and provide recommendations for assets within that category or industry that match the user's preferred characteristics. Additionally, in any and all of the described scenarios, the user can ask the AI questions about their portfolio to obtain information or recommendations. For example, the user can ask the AI for investment strategy advice, how to manage the portfolio, buy / sell behavior, or the portfolios of other users with better returns.

[0113] In yet another aspect, the AI can recommend that the user follow the portfolios of other users based on the user's holdings and trading propensity. For example, the AI can identify the portfolios of other users with similar trading volumes but higher returns. Additionally, the AI can identify the portfolios of other users with similar trading propensities but higher returns. The AI can recommend that the user follow these portfolios to help increase the user's returns. The AI can also recommend investment actions for the user based on the recommended portfolios. For example, the AI can recommend that the user sell a certain asset and buy a similar asset held by the followed user that can generate better returns.

[0114] For the user, other potential implementations of the AI are to use the AI to help customize the interface 500 and / or the dynamic interface 900. For example, the user can interact with the AI to answer questions about preferences regarding the information presented in the interface 500 and / or the dynamic interface 900. The user can learn how the interface 500 and / or the dynamic interface 900 operate and why they should present certain information. Based on the user's answers, the AI will provide recommendations on what information should be presented in the interface 500 and / or the dynamic interface 900, and the AI can generally provide the user with educational information about finance and how to visualize the educational information on the interface 500 and / or the dynamic interface 900. Additionally, the AI can periodically follow up on the user's information preferences, as the preferences may change over time and based on the gradual development of the user's trading propensity.

[0115] The content of the following sections includes definitions of selected terms used in this document. These definitions include various examples and / or forms of components that fall within the scope of the terms and can be used in implementation. These examples are not intended to be limiting. The singular and plural forms of the terms may be included in these definitions.

[0116] References to "one embodiment", "an embodiment", "one example", "an example", etc., may indicate that the described embodiment or example(s) may include a particular feature, structure, characteristic, property, element, or limitation, but not every embodiment or example must include that particular feature, structure, characteristic, property, element, or limitation. Additionally, repeated use of the phrase "in one embodiment" does not necessarily refer to the same embodiment, although it may.

[0117] As used herein, a "data structure" is an organization of data stored in a storage medium, storage device, or other computerized system in a computing system. A data structure can be, for example, any one of data fields, data files, data arrays, data records, databases, data tables, graphs, trees, linked lists, etc. A data structure can be composed of many other data structures and contain many other data structures (e.g., a database includes many data records). According to other embodiments, other examples of data structures are possible.

[0118] As used herein, "computer-readable medium" or "computer storage medium" refers to a non-transitory medium that stores instructions and / or data configured to perform one or more of the disclosed functions when executed by at least one processor. In some embodiments, the data can act as instructions. The computer-readable medium can take forms including but not limited to non-volatile media or volatile media. Non-volatile media can include, for example, optical discs, magnetic disks, etc. Volatile media can include, for example, semiconductor memories, dynamic memories, etc. Common forms of computer-readable media can include but are not limited to floppy disks, flexible disks, hard disks, magnetic tapes, other magnetic media, application-specific integrated circuits (ASICs), programmable logic devices, optical discs (CDs), other optical media, random access memory (RAM), read-only memory (ROM), memory chips or memory cards, memory sticks, solid-state storage devices (SSDs), flash drives, and other media on which a computer, processor, or other electronic device can operate. If each type of medium is selected for implementation in an embodiment, each type of medium can include stored instructions of an algorithm configured to perform one or more of the disclosed and / or claimed functions.

[0119] As used herein, "logic" refers to components implemented using a computer or electronic hardware, a non-transitory medium storing instructions of an executable application or program module, and / or a combination of these, to perform any function or behavior disclosed herein, and / or to cause the function or behavior of another logic, method, and / or system to be performed as disclosed herein. Equivalent logic may include firmware, a microprocessor programmed with an algorithm, discrete logic (e.g., ASIC), at least one circuit, an analog circuit, a digital circuit, a programmable logic device, a storage device containing algorithm instructions, etc., any of which may be configured to perform one or more of the disclosed functions. In one embodiment, the logic may include one or more gates, a combination of gates, or other circuit components configured to perform one or more of the disclosed functions. When multiple logics are described, the multiple logics may be combined into one logic. Similarly, when a single logic is described, it may be possible to distribute that single logic among multiple logics. In one embodiment, one or more of these logics are the corresponding structures associated with performing the disclosed and / or claimed functions. The choice of which type of logic to implement may be based on the desired system conditions or specifications. For example, if the goal is faster speed, then hardware is selected to implement the function. If lower cost is desired, then a storage instruction / executable application is selected to implement the function.

[0120] Although the disclosed embodiments have been described and illustrated in considerable detail, it is not intended to limit or in any way restrict the scope of the appended claims to such detail. Of course, it is not possible to describe every conceivable combination of components or methods in order to describe every aspect of the subject matter. Accordingly, the present disclosure is not limited to the specific details or illustrative examples shown and described.

[0121] When the term "comprising" or "including" is used in the detailed description or claims, it is intended in a manner similar to the term "including", as it is construed as inclusive when used as a transitional word in a claim.

Claims

1. A method for generating a dynamic interface with a computing system to display real-time information about a plurality of tradable assets within a portfolio, the method comprising: Receiving data for each of the plurality of tradable assets, wherein the data is received in real time; Based on the data for each tradable asset, generating a node for each tradable asset of the plurality of tradable assets, wherein each node includes: A first characteristic that indicates trading volume relative to the plurality of tradable assets within the portfolio, and A second characteristic that indicates trading momentum; and Generating a dynamic interface to display real-time information about the plurality of tradable assets, wherein: The dynamic interface includes nodes for each tradable asset located within a circular common area of the dynamic interface, Each node has a position between the center of the circular common area and the outer edge of the circular common area, the position being based on the first characteristic of each node, One or more nodes have angular motion based on the second characteristic, and The dynamic interface is updated in real time as the data of any of the plurality of tradable assets changes.

2. The method according to claim 1, wherein: Each node further includes a third characteristic indicating price change and a fourth characteristic indicating recommended trading behavior; and When generating the dynamic interface, each node has a size based on the third characteristic and each node has a color based on the fourth characteristic.

3. The method according to claim 1 further comprises: Generating a connection indicator between the node of the tradable asset selected by the user and the nodes of one or more related tradable assets, wherein the connection indicator is displayed on the dynamic interface.

4. The method according to claim 3, wherein, The connection indicator is based on the tradable asset selected by the user and one or more related tradable assets within the industry.

5. The method according to claim 4, wherein, The industry includes at least one of the following: aerospace, asset management, banking, consumer electronics, credit services, pharmaceutical manufacturing, electrical equipment, multimedia, engineering, and construction.

6. The method according to claim 5, wherein, The connection indicator is based on the tradable asset selected by the user and one or more related tradable assets within the same industry.

7. The method according to claim 6, wherein The industry includes at least one of the following: basic materials, communication services, consumer cyclicals, energy, financial services, healthcare, industrials, and technology.

8. The method according to claim 2, wherein, The third characteristic is based on the market opening price of the tradable asset. Further, wherein the size increases with a positive price change and decreases with a negative price change, and further, wherein the color of the node is associated with a buy recommendation, a sell recommendation, or a hold recommendation.

9. The method according to claim 1, wherein When the trading momentum is positive, the angular motion of the node is in a clockwise direction, and the speed of the angular motion increases as the positive trading momentum value increases.

10. The method according to claim 1, wherein, When the trading momentum is negative, the angular motion of the node is in a counterclockwise direction, and the speed of the angular motion increases as the negative trading momentum value increases.

11. The method according to claim 1, further comprising: Receiving data for each of a plurality of asset classes, wherein the data is received in real time; And Based on the data for each of the multiple asset classes, generate a wedge for each asset in the multiple asset classes, where each wedge includes: A third characteristic that indicates the trading volume relative to the multiple tradable assets within the portfolio, A fourth characteristic that indicates a recommended trading action, and A fifth characteristic that indicates the trading momentum of the assets within the asset class, Wherein the dynamic interface includes: A plurality of concentric wedges arranged within a circular general area, and One or more of the concentric wedges have angular motion based on the fifth characteristic of each wedge, Each wedge has a color based on the fourth characteristic, Each wedge has a size based on the third characteristic; and The asset classes are selected from the group consisting of pharmaceuticals, social media, electric vehicles, and energy.

12. The method according to claim 11, wherein, When the trading momentum of the asset class is positive, the angular motion of each wedge is in the clockwise direction, and the speed of the angular motion increases as the positive trading momentum value increases.

13. The method according to claim 11, wherein, When the trading momentum is negative, the angular motion of each wedge is in the counterclockwise direction, and the speed of the angular motion increases as the negative trading momentum value increases.

14. A non-transitory computer-readable medium for storing instructions that, when executed by one or more processors, cause the one or more processors to perform the following operations: Receive data for each of the multiple tradable assets, where the data is received in real time; Based on the data for each tradable asset, generate a node for each tradable asset in the multiple tradable assets, where each node includes: A first characteristic that indicates the trading volume relative to the multiple tradable assets within the portfolio, and A second characteristic that indicates trading momentum; Generate a dynamic interface to display real-time information about the multiple tradable assets, where: The dynamic interface includes the nodes of each tradable asset located within a circular general area of the dynamic interface, Each node has a position between the center of the circular general area and the outer edge of the circular general area, the position being based on the first characteristic of each node, One or more nodes have angular motion within the circular general area, the angular motion being based on the second characteristic, and The dynamic interface is updated in real time as the data of any of the multiple tradable assets changes.

15. The non-transitory computer-readable medium according to claim 14, wherein: Each node further includes a third characteristic indicating price change and a fourth characteristic indicating a recommended trading action; and The computer-readable medium stores additional instructions that, when executed by one or more processors, cause the one or more processors to generate a dynamic interface such that each node has a size based on the third characteristic and each node has a color based on the fourth characteristic.

16. The non-transitory computer-readable medium according to claim 14, wherein, The computer-readable medium stores additional instructions that, when executed by the one or more processors, cause the one or more processors to generate a connection indicator between the node of the user-selected tradable asset and the nodes of one or more related tradable assets, where the connection indicator is displayed on the dynamic interface.

17. The non-transitory computer-readable medium according to claim 16, wherein, The connection indicator is based on the tradable asset selected by the user and one or more related tradable assets within an industry, and the industry includes at least one of the following: aerospace, asset management, banking, consumer electronics, credit services, pharmaceutical manufacturing, electrical equipment, multimedia, engineering, and construction.

18. The non-transitory computer-readable medium according to claim 16, wherein, The connection indicator is based on the tradable asset selected by the user and one or more related tradable assets within the same industry, and the industry includes at least one of the following: basic materials, communication services, consumer cyclicals, energy, financial services, healthcare, industrials, and technology.

19. The non-transitory computer-readable medium according to claim 15, wherein, The third characteristic is based on the market opening price of the tradable asset. Further, the size increases with positive price changes and decreases with negative price changes, and further, the color of the node is associated with a buy recommendation, a sell recommendation, or a hold recommendation.

20. The non-transitory computer-readable medium according to claim 14, wherein: When the trading momentum is positive, the angular movement of the node is in the clockwise direction, and when the trading momentum is negative, the angular movement of the node is in the counterclockwise direction; and The speed of the angular movement increases as the positive trading momentum value increases, and the speed of the angular movement increases as the negative trading momentum value increases.

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