Method and system for analyzing investment information

Abstract

An information processing apparatus and associated method for analyzing investment information. An input unit receives a financial request and one or more investment variables relating to the financial indicator and a description vector unit generates at least two vectors containing the one or more investment variables based on the financial request. A description vector similarity unit then calculates a similarity value by comparing the at least two vectors and an investment analysis unit analyzes the similarity value and the financial request, and determines investment advice based on results of the analysis.

1 . An information processing apparatus for analyzing investment information, comprising:
 an input unit configured to receive a financial request and one or more investment variables relating to financial indicators;   a description vector unit configured to generate at least two vectors containing the one or more investment variables based on the financial request;   a description vector similarity unit configured to calculate a similarity value by comparing the at least two vectors; and   an investment analysis unit configured to analyze, via a processor, the similarity value and the financial request, and to determine investment advice based on results of the analysis.   
     
     
         2 - 3 . (canceled) 
     
     
         4 . The information processing apparatus of  claim 1 , wherein each of the at least two vectors are one of the following types:
 an investment reward vector containing one or more investment variables relating to an expected return of a financial indicator,   an investment risk vector containing one or more investment variables relating to a level of risk of a financial indicator,   a benchmark reward vector containing one or more investment variables relating to an expected return of a financial indicator, or   a benchmark risk vector containing one or more investment variables relating to a level of risk of a financial indicator.   
     
     
         5 - 15 . (canceled) 
     
     
         16 . The information processing apparatus of  claim 4 , further comprising:
 a database containing historical values of the one or more investment variables,   wherein when the financial request is to determine historical performance of a financial indicator compared to current performance of the financial indicator,
 the input unit receives a date, 
 the description vector unit
 generates an investment reward vector as a current reward vector and a benchmark reward vector as a current benchmark vector, each containing the one or more investment variables, and 
 generates an investment reward vector as a past investment reward vector and a benchmark reward vector as a past benchmark reward vector, each containing the historical values of the one or more investment variables from the database corresponding to the date, 
 
 the description vector similarity unit calculates the similarity value of the current reward vector and benchmark reward vector to an additional similarity value of the past investment reward vector and past benchmark reward vector, and 
 the investment analysis unit determines the historical performance of the financial indicator to the current performance of the portfolio by comparing the similarity value to the additional similarity value. 
   
     
     
         17 - 20 . (canceled)