Method and apparatus for creating and managing a visual representation of a portfolio and determining an efficient allocation
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United States of America Patent
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Dec 30, 2008
Grant Date -
May 8, 2003
app pub date -
Aug 16, 2002
filing date -
Aug 16, 2001
priority date (Note) -
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status (Latency Note)
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Abstract
The invention provides a method and device for creating a holistic representation of a portfolio. The model graphs diversification and explains diversification as symmetry. The model can facilitate active management of a portfolio, communication of complicated investment concepts and lucid, holistic portfolio representation. The model, normally depicted in three dimensions may provide a platform to perform portfolio analysis and manage investments. The invention embodies custom efficient portfolio creation, and diversification quantification via the intra-portfolio correlation. Portfolio creation gives the user freedom to select user-defined variables that are modeled as axes. Assets are graphed on the basis of their relationship or correlation with all the other assets in the determined asset universe. More attractive assets are graphed furthest from the origin. Thus the efficient allocation is determined using volume attribution for the assets comprising the surface of the model. Users seek to create large, symmetrical volumes that exhibit maximum diversification.
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