POC - Asset Value Metaphor for Changing Sentiment

Interactive dashboards visualize a metaphor for changing sentiment; applying quantitative measures of value to qualitative notions of sentiment, in two non-fundamental regulated market data vectors (unrelated to earnings and estimates).

VPC connection secures interactive dashboard visualizations of continuous submissions of US Financial data (Assets, Securities, Portfolios).

The visualizations address three questions about changing asset and price data: How much? How many? How fast?

The Financial data visualizations extend 'Section 28(e)' safe harbor research, as a proxy for changing sentiment, to non-Financial structured dimensions (Census, Social, Political....)

Anomaly detection and forecasting ML analytics Signal insights about changing sentiment in SEC.GOV portfolio filing data, and mutual fund net flow (including ETF) metadata, prepped for ML inferencing in flexible intervals of intraday trading.

Subscription: SEC Data - ML Ready; AWS Services; Author-Reader Dashboards and Templates

Ad Hoc metaphor for value analytics using the single data source of economic truth at https://SEC.gov/

Public/private cloud access to individual SEC filings (1993-2021YTD); prepared for AI; curated for visual analysis.

Subscriptions to templates of Asset Levels and Share - $(000) Flows ; and to templates of Mutual and ETF Fund Flows

to visualize data sets of financial market filings: Corporate Changes and Professional Portfolio Changes.


Tableau Dashboards or AWS Quicksight Author-Reader Dashboards visualize sentiment using the capital asset metaphor sourced in SEC submissions.

Access to 25 million continuous SEC filings living in AWS S3 Object Storage (Local/Cloud); prepared and curated, populating a table per fixed interval [Access to ETF data daily, and flexible intraday tic by tic intervals] and distributed in a structured format.

The interface facilitates the exploration and machine learning of anomalies, variances, trends, and patterns of changing value in securitized asset vectors submitting regulated, accurate, and truthful market asset and price data.


Templated analytics to visualize changing asset values in vectors that measure market sentiment.

[1]Professional investment management activity visualize and template ownership asset and share levels and flows (Template Demo).

[2]Investor sentiment in net mutual fund investment flows; detailed and aggregated. (©Template 2020 Dash)



Templated dashboards prepared for seamless connection to popular and emerging BI visualization software, like AWS QuickSight and Tableau CRM+ AWS SageMaker:

Curated data is prepared for visualization using AWS QuickSight, Tableau Desktop, private label and ad hoc market data visualization platforms.

Continuous data sourcing 25 million SEC filings and subsets of 300+ form-types for advanced visual analytics.

Template Visualization Mechanisms - Visual & Verbal Descriptions - Capital Asset Metaphor:

Investor Fund Flow Paradigm - Investor Fund Flows Dashboard Template Visualization: (1,2,3)

1) Visualize Changing Mutual and ETF Fund Flow metadata - FundFlows Viz Descriptions: (1), (2), (3)

Securitized Asset Levels Paradigm - Asset Levels Template Viz A

2) Visualize Changing Asset Level data - Asset Levels Viz Description - A

Securitized Asset Flows Paradigm - Asset Flows Template Viz B

3) Visualize Changing Asset Flow data - Asset Flows Viz Description - B

Securitized Share Flows Paradigm - Share Flows Template Viz C

4) Visualize Changing Share Flow data - Share Flows Viz Description - C

Local, Cloud, or Hybrid Options for independent VPN strategies

Define and sustain a search by interactively setting rules, alerts, and ranges of actions when a signal is detected.

An interactive dashboard visualizes the data analysis view and defines a search and the location of a signal's appearance.

The appearance is visualized along dimensional ids, enhanced by the software marking systems that articulate the measures; size, shape, color, position, orientation, then define what graphics are possible within constraints defined by the software; or templated for authorship and consumed interactively by a wide range of subscribers to machine learning research templating SEC asset values.

Templates visualize How change is occurring, dimensionally: How much? How many? How Fast?

Dashboard mechanisms relate capital market sentiment to alternative vectors or 'whatever' mediums of exchange

Situational Awareness by visualizing continuous data structures that describe changing sentiment, dimensionally.

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