PATENT CLAIM ANALYSIS

Application Number: 15952146
Application Type: Utility
Filing Date: 2018-04
Publication Date: 2018-09
Patent Classification: ["705", "03600R"]

Abstract:
A method for displaying a matrix of correlations or other statistical measures of co-movement associated with a plurality of financial instruments, portfolios, indices, or asset classes is disclosed. The method includes: converting the matrix of correlations or other co-movement measures into a probability transition matrix; defining a corresponding abstract distance measurement between any two of the plurality of financial instruments, portfolios, indices, or asset classes based on the probability transition matrix; assigning coordinates in a Euclidean space to each of the plurality of financial instruments, portfolios, indices, or asset classes, wherein a Euclidean distance between any two financial instruments, portfolios, indices, or asset classes in the Euclidean space corresponds to the corresponding abstract distance measurement; and displaying on a display device the plurality of financial instruments, portfolios, indices, or asset classes based on more significant dimensions of the Euclidean space.

Claim (Index 17):
The method of  claim 16  further comprising generating by the processor a portfolio diversification measure by:\n identifying by the processor ones of the financial instruments, portfolios, indices, or asset classes; \n assigning by the processor second weights to respective said ones of the financial instruments, portfolios, indices, or asset classes; and \n generating by the processor the global concentration by only using the ones of the financial instruments, portfolios, indices, or asset classes in place of each of the financial instruments, portfolios, indices, or asset classes, and using the second weights in place of the weight of each of the financial instruments, portfolios, indices, or asset classes.

Metadata:
- Claim Count in Document: 5.0
- Percentile: 91.0
- Lexical Diversity: 2.7
- Patent Class: 705.0
- Transitional Phrase Type: open
- Component Type: 1
- Foreign Priority: False
- Related Applications: ['13754816', '14102234', '14751093', '09495982', '12127000']

Analysis Scores:
- 35 USC 101 Eligibility (BERT): 0.1509670700118819
- 35 USC 102 Novelty (BERT): 0.6265965310132003
- Combined Prediction Score: 0.1985300161120137
- Mean Citation Score: 461.502622
- Max Citation Score: 610.45874
- Similarity Product: 568.1162921288491

Labels:
- Claim Label 101: 1
- Claim Label 102: 1
- Claim Label 103: 1
- Claim Label 112: 1
- Combined Label: 1
- Label 101 Adjusted: 1

Dataset: test