Templates and Analytics

The capital asset templates measure demand changes in institutional security share levels and mutual fund investment cash flows; regulated data paradigms of changing asset values to visualize changing investor sentiment.

The interface of market data and analytics is tooled for investment managers, investors, and other market participants. The dashboard mechanism extends the analytics of changing asset values to non-Financial dimensions of changing sentiment (Census, Social, Determinative....)

Subscriptions to visualization templates of SEC filings enable uniquely inferenced views of changing values of securitized assets; interactive analytics using AWS QuickSight, Tableau Desktop, augmented with emerging ad hoc query and visualization tools like AWS SageMaker.

Researchers visualize and interact with continuous market data using customizable templates developed for seamless integration for any visualization platform. The analyst gains a better understanding of changing financial values for value-added analytics.

The interface facilitates exploration of variances, patterns, and relationships in Financial asset vectors of changing sentiment.

The expandable and portable financial data templates can be shared with other virtual private clouds of data using AWS QuickSight, Tableau CRM, and ad hoc information dashboard solutions; sharing with other structured perspectives and levels of focus and detail.

The imterface maps and templates market data to column joins within the AWS and Tableau platforms to extract and uniquely visualize and infer continuously changing regulated information.

Message-quality research is produced for interactive analysis and visualization of asset level changes over periodic intervals (time-series analytics).

AWS QuickSight and visualization software like Tableau CRM facilitate familiar interactive dashboard analytics of user defined metadata and SEC asset filings that are visualized to mine, manage, and interactively discover uniquely personal perspectives of continuous Financial data visualizing changing sentiment.

The interactive dashboard design enables users to monitor and visualize non-random variation from random variation in the periodic updates. Control limits (dashboard 'sketch') are created and algorithms are continuously accessed for reset or alerts; signaling knowledge, insights, and pre-qualified actionable opportunities.

In addition to 13F and other portfolio filings, weekly mutual fund flow sector aggregates can be interactively sourced, blended, and visualized using a connection to Refinitiv (Lipper) mutual fund (including ETF) net investment flow data. The familiar crosstab of fund flow updates becomes visualized in AWS QuickSight and Tableau CRM for interactive analyses. The data view is transformed from numeric original 1992 flat-file research, to continuously descriptive 2021 multidimentional visualizations of mutual fund, including ETF, investor activity.

Applying quantitative measures of common value to qualitative notions of sentiment, the asset flow vectors are used as proxies for sentiment and market demand by measuring the nature of investor activity in $Trillions of fund assets levels regulated in >20,000 active and passive fund portfolios, managed by thousands of regulated professionals for millions of investors.

Visual queries extend seamlessly beyond the interface; with no programming necessary in AWS QuickSight or Tableau CRM. Uniquely reusable templates are easily developed and expanded to extend multidimensional sentiment analyses beyond the interface with each structured data set; and uniquely beyond the economic dimension with expansions to Census, Social, Determinative, and other non-Financial analytics.

Level of detail ETF flow analyses are granulated to name dimensional sets like mutual funds and classes like 'xETF', a different class of mutual fund flow metadata than 'ETF only'. Similar granulation is achieved differentiating US regulated assets from non-US regulated assets in a global data set. Multidimensional data set subclasses, active or passive, offer original perspectives of investor sentiment that are helpful in gaining insight to the complexities of market action using structured non-fundamental data.

Interactive control charting parameters name, calculate, and draw user-assigned control points in the data view.

Multidimensional data sets and conditional rule-sets trigger email, messaging, and log actions on data residing in an AWS S3 bucket and managed with cloud services; integrating scheduled programs that identify and access the data from www.sec.gov; a logical model derived from SEC reporting requirements - to identify and access structured data; then originate the query logic for dashboard visualization of any measure of value.

Additional for AMGDemo

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