Analysis and visual presentation of dataset components

Abstract

Methods and systems are disclosed for evaluating and visually displaying the performance of individual components of a portfolio of assets. Information regarding a portfolio may be received and parsed into individual components. The performance of each component may be evaluated by way of performance metrics and compared against corresponding alternative parts. A visual display may be generated that charts the performance of each component against replicability by the corresponding alternative component. Within such a display, each component may be represented by a respective icon, and the size of the icon may correspond to relative size (proportion) of the represented component within the portfolio. Each icon may also have different colors (and saturation thereof) to indicate different information (e.g., degrees of replicability, differences in performance metrics) regarding the represented component.

What is claimed is: 
     
         1 . A method for visually displaying comparisons of dataset components, the method comprising:
 receiving imported information via a communication interface regarding a dataset;   identifying a composition of the dataset, wherein the identified composition includes a plurality of components each in a specified proportion within the dataset, each identified component associated with at least one alternative component having an identified similarity to the respective identified component as measured by a replicability metric;   filtering the identified components based on a replicability metric threshold, wherein one or more of the components are excluded from further analysis based on the filtering; and   generating a visual display that charts the filtered components within a graphical user interface of a display screen, the visual display including an icon corresponding to each of the filtered components, wherein a size of the icon corresponds to the specified proportion of the respective filtered component within the dataset.   
     
     
         2 . The method of  claim 1 , wherein a location of the icon corresponding to the respective filtered component within the visual display is based on the replicability metric. 
     
     
         3 . The method of  claim 1 , wherein a location of the icon corresponding to the respective filtered component within the visual display is based on a historic metric characterizing a comparison between the respective filtered component and at least one alternative component. 
     
     
         4 . The method of  claim 1 , wherein a color of the icon is selected from a predetermined color spectrum across a range of one or more colors based on a location of the icon. 
     
     
         5 . The method of  claim 1 , further comprising identifying the at least one alternative component in real-time, and monitoring the dataset of the plurality of components in comparison to the at least one alternative component. 
     
     
         6 . The method of  claim 5 , wherein identifying the at least one alternative component in real-time includes searching one or more databases accessible over a communication network based on each of the identified components. 
     
     
         7 . The method of  claim 1 , further comprising flagging one or more alternative components in the visual display as candidates for replacing a corresponding filtered component. 
     
     
         8 . The method of  claim 1 , further comprising receiving input specifying addition of one of the filtered components charted in the visual display to a watch list. 
     
     
         9 . The method of  claim 8 , wherein the input further specifies one or more conditions for triggering replacement of the filtered component on the watch list with a corresponding alternative component, and further comprising automatically initiating the replacement when the specified conditions are identified as having been met. 
     
     
         10 . A system for visually displaying comparisons of dataset components, the system comprising:
 a communication interface that receives imported information regarding a dataset; and   a processor that executes instructions stored in memory, wherein the processor executes the instructions to:
 identify a composition of the dataset, wherein the identified composition includes a plurality of components each in a specified proportion within the dataset, each identified component associated with at least one alternative component having an identified similarity to the respective identified component as measured by a replicability metric; 
 filter the identified components based on a replicability metric threshold, wherein one or more of the components are excluded from further analysis based on the filtering; and 
 generate a visual display that charts the filtered components within a graphical user interface of a display screen, the visual display including an icon corresponding to each of the filtered components, wherein a size of the icon corresponds to the specified proportion of the respective filtered component within the dataset. 
   
     
     
         11 . The system of  claim 10 , wherein a location of the icon corresponding to the respective filtered component within the visual display is based on the replicability metric. 
     
     
         12 . The system of  claim 10 , wherein a location of the icon corresponding to the respective filtered component within the visual display is based on a historic metric characterizing a comparison between the respective filtered component and at least one alternative component. 
     
     
         13 . The system of  claim 10 , wherein a color of the icon is selected from a predetermined color spectrum across a range of one or more colors based on a location of the icon. 
     
     
         14 . The system of  claim 10 , wherein the processor executes further instructions to identify the at least one alternative component in real-time, and to monitor the dataset of the plurality of components in comparison to the at least one alternative component. 
     
     
         15 . The system of  claim 14 , wherein the processor identifies the at least one alternative component in real-time by searching one or more databases accessible over a communication network based on each of the identified components. 
     
     
         16 . The system of  claim 10 , wherein the processor executes further instructions to flag one or more alternative components in the visual display as candidates for replacing a corresponding filtered component. 
     
     
         17 . The system of  claim 10 , wherein the communication interface further receives input specifying addition of one of the filtered components charted in the visual display to a watch list. 
     
     
         18 . The system of  claim 17 , wherein the input further specifies one or more conditions for triggering replacement of the filtered component on the watch list with a corresponding alternative component, and wherein the processor executes further instructions to automatically initiate the replacement when the specified conditions are identified as having been met. 
     
     
         19 . A non-transitory, computer-readable storage medium having embodied thereon a program executable by a processor to perform method for visually displaying comparisons of dataset components, the method comprising:
 receiving imported information via a communication interface regarding a dataset;   identifying a composition of the dataset, wherein the identified composition includes a plurality of components each in a specified proportion within the dataset, each identified component associated with at least one alternative component having an identified similarity to the respective identified component as measured by a replicability metric;   filtering the identified components based on a replicability metric threshold, wherein one or more of the components are excluded from further analysis based on the filtering; and   generating a visual display that charts the filtered components within a graphical user interface of a display screen, the visual display including an icon corresponding to each of the filtered components, wherein a size of the icon corresponds to the specified proportion of the respective filtered component within the dataset.