Animated Graph Transition for Portfolio Visualization

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Solution Overview

Problem

Current computer system user interfaces for comparing two pieces of information are suboptimal, lacking effective visualization tools for portfolio comparisons and trading decisions.

Innovation Solution

A system and method utilizing stacked bar graphs and roll graphs to compare asset allocations between an investor's portfolio and a target model, allowing users to switch between graph types through animation, enabling better visualization and decision-making.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If traditional static comparison interfaces are used, then the interface is simple to implement, but the visualization effectiveness and user decision-making support are insufficient

Engineering Contradiction:
Improvevisualization effectivenessVSAvoidinterface complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent implements dynamic visualization by allowing users to switch between bar graphs and roll graphs through animation transitions. The bar graphs can be animated to roll into roll graphs, and vice versa, creating a dynamic comparison interface that adapts to user needs while maintaining clarity of data presentation

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent introduces a new graphical dimension by transforming 2D bar graphs into 3D-like roll graphs through animated rolling motion. This dimensional transformation provides enhanced visual perspective for comparing portfolio allocations while maintaining the same underlying data, thus improving visualization without adding informational complexity

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Adaptability or versatility

If multiple graph types are provided for comparison, then the adaptability and user preference accommodation improve, but the operation complexity and learning curve increase

Engineering Contradiction:
Improvegraph type flexibilityVSAvoiduser interaction simplicity
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent merges multiple graph types (bar graphs and roll graphs) into a single unified interface where both representations coexist and can be transitioned between. This consolidation allows users to access multiple visualization modes without managing separate interfaces, maintaining ease of operation while providing graph type flexibility

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The comparison interface is designed to universally support both bar graph and roll graph representations within the same system. The animated rolling mechanism serves as a universal transition method that works for both graph types, allowing the interface to adapt to different user preferences without requiring separate operational procedures

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Loss of information

If animated transitions between graph types are implemented, then the user engagement and visual understanding improve, but the processing time and resource consumption increase

Engineering Contradiction:
Improvevisual understandingVSAvoidanimation processing time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The animated rolling transition is implemented as a periodic, pre-programmed sequence that transforms bar graphs to roll graphs in a controlled manner. This periodic animation provides visual engagement and enhances understanding of the data relationship while maintaining predictable and efficient processing timing

Inventive Principle:
Principle #19Periodic action

Data Source

PatentUS12032813B1System and method for a user interface to facilitate comparisons of data
Publication Date: 2024.07.09 CHARLES SCHWAB & CO INC
  • US12032813B1 patent drawing
  • US12032813B1 patent drawing
  • US12032813B1 patent drawing

AI summary

A system and method animates bar graphs into roll graphs and roll graphs into bar graphs for securities analysis and trading.