Patent Document ID: 9852470
Application ID: 13037086
Patent Flag: 1

Claim One:
1. A computer-implemented analysis method comprising: generating, with a computer processor, a visual representation of transaction activity occurring within a group of one or more asset objects selected in association with one or more client asset accounts for a predetermined time period, wherein the time period includes one or more sub-periods, and wherein the visual representation includes a graphical representation of total transaction activity for each sub-period within the time period; receiving, with the computer processor, data representative of a selection of a group of transactions associated with a selected group of the sub-periods, wherein the sub-periods are selected from the graphical representation of total transaction activity for inclusion within the selected group; receiving, with the computer processor, a selection from a user to include an asset object in the selected group of asset objects, wherein receiving the selection from the user includes a click-drag-drop manipulation for including the asset object; receiving, with the computer processor, a selection from the user to exclude an asset object from the selected group of asset objects, wherein receiving the selection from the user includes a click-drag-drop manipulation for excluding the asset object; displaying, with the computer processor, a transaction list including individual transactions associated with the selected group of sub-periods; displaying, with the computer processor, a net worth section including a net worth calculation determined in part by a computation of the asset objects included in the selected group of asset objects, wherein inclusion of the asset object is at the user's discretion; synchronizing, with the computer processor, transaction details displayed in the transaction list with the graphical representation; searching and displaying, with the computer processor, the transactions using criteria defined by the transaction details via a search tool, wherein the transactions are exportable via an export link; and, displaying a graph configured as a set of nested concentric rings, wherein each nested concentric ring is programmed to display information about the asset object, wherein at least a portion of the graph is programmed to change appearance if an asset allocation associated with the asset object deviates from a predetermined level; wherein the click-drag-drop manipulation for including the asset object and the click-drag-drop manipulation for excluding the asset object, when used to include or exclude asset objects, causes calculations performed and visuals displayed by the visual representation, the transaction list, the net worth section, and the net worth calculation to be adjusted and revised.