Dynamic Equity Interface for Real-Time Portfolio Analysis
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Solution Overview
Problem
Conventional systems for displaying financial information about multiple equities require users to navigate between different interfaces to access various types of data, making it time-consuming and inefficient to analyze multiple data sets simultaneously.
Innovation Solution
A dynamic interface is generated on a computer display that concurrently displays real-time information about multiple tradeable assets within a common region, allowing users to configure the types of data shown without modifying the application's program code, using nodes that represent each asset with characteristics indicating volume and trading momentum, and updating in real-time.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If conventional control systems divide information into different sets and require users to navigate between different interfaces to access various types of data, then each interface can display specific information clearly, but users experience time-consuming navigation and cannot analyze multiple data sets simultaneously
Solution Approach 1:
The patent combines multiple previously separate interfaces (price charts, dividend information, news feeds, analyst ratings) into a single unified display interface. This merging allows users to access all these different data sets simultaneously in one view, eliminating the need to navigate between multiple interfaces and significantly reducing the time required to analyze comprehensive equity information.
Solution Approach 2:
The unified display interface is designed to perform multiple functions simultaneously - displaying price trends, dividend information, news feeds, and analyst ratings all in one place. This multi-functional interface serves as a universal access point for all types of equity-related information, improving operational efficiency by allowing users to conduct comprehensive analysis without switching between specialized interfaces.
2Adaptability or versatility
If bespoke applications are developed to present different data within a common interface, then users can view multiple data sets simultaneously, but these solutions are prohibitively expensive and require program code modification to add new data types
Solution Approach 1:
The system implements dynamic configurability where users can add, remove, and customize data categories and parameters through runtime settings rather than requiring program code modifications. The interface adapts dynamically to user preferences and can be reconfigured on-the-fly, providing high versatility without the complexity and cost of custom software development. This dynamic approach allows the same application to serve multiple user needs with different data combinations.
Solution Approach 2:
The patent enables users to modify display parameters such as data categories, time periods, and information types through configuration options rather than code changes. By allowing parameter changes at runtime, the system provides adaptability equivalent to bespoke solutions while maintaining a standardized application structure, thereby avoiding the complexity and expense of custom programming.
3Ease of operation
If users are provided with fixed chart options for displaying equity information, then the interface remains simple and easy to use, but users have little flexibility to include additional or different information for their analysis
Solution Approach 1:
The unified display interface is segmented into multiple independent sections or panels, each displaying a different type of information (price charts, dividend data, news feeds, ratings). This segmentation allows the interface to maintain simplicity through modular organization while providing versatility by enabling users to customize which segments are displayed and how they are configured, without overwhelming the user with a monolithic complex interface.
Data Source
AI summary
A method for generating a dynamic interface to display real-time information about a plurality of tradeable assets within a portfolio. The method includes receiving real-time data for each of the plurality of tradeable assets and generating a node for each tradeable asset. The nodes include a first characteristic indicative of a volume relative to the portfolio and a second characteristic indicative of a trading momentum. The method includes generating the dynamic interface which includes positioning each node within a circular common area, with the position between a center of the circular common area and an outer edge of the circular common area, the position based on the first characteristic of each node. One or more nodes has an angular movement based on the second characteristic, and the dynamic interface updates with real-time changes in the data of any of the plurality of tradeable assets.


