METHODS AND SYSTEMS FOR FINDING SIMILAR FUNDS

METHODS AND SYSTEMS FOR FINDING SIMILAR FUNDS

Systems and methods are presented for finding similar funds to a target fund in an investor's financial portfolio. In some embodiments, a method is presented. The method may include accessing target fund characteristics data describing former characteristics of a target fund. The method may als...

Ausführliche Beschreibung

Gespeichert in:
Bibliographische Detailangaben
Hauptverfasser: MILNER EDWARD CASTEEL, HOCKING, JR. SAMUEL MCMILLAN, OBERLECHNER THOMAS JOHANNES, PITTERS JULIA, PARADIS PETER R
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
Online-Zugang:Volltext bestellen
Tags: Tag hinzufügen
Keine Tags, Fügen Sie den ersten Tag hinzu!
Beschreibung
Zusammenfassung:Systems and methods are presented for finding similar funds to a target fund in an investor's financial portfolio. In some embodiments, a method is presented. The method may include accessing target fund characteristics data describing former characteristics of a target fund. The method may also include accessing first comparison fund characteristics data describing present characteristics of a first comparison fund, accessing second comparison fund characteristics data describing present characteristics of a second comparison fund, generating a first difference metric indicating a measure of similarity between the former characteristics of the target fund and the present characteristics of the first comparison fund, generating a second difference metric indicating a measure of similarity between the former characteristics of the target fund and the present characteristics of the second comparison fund, ranking the first and the second difference metrics, and causing display of a visual presentation of the ranking by a graphical display.