MM-Finance
helps traders and managers grasp their current situation more quickly
than by analyzing spreadsheets and reports. It delivers financial
information as colors, shapes and movement within a structured context
to communicate aspects of thousands of financial instruments with a
single glance. MM-Finance
is designed to take investors and portfolio managers beyond static
views of investments that focus on a single moment and immerse them
in an infrastructure for situation awareness and simulation-enhanced
decision support.
MM-Finance depicts
an Information Landscape that is populated by understandable,
interactive icons. These Landscapes are oriented by categorical
and numeric information axes. For example, the category "Country"
may be designated along one Landscape axis (the X axis) and "Industry
Sector" along the other (Y) axis. Each cell within this grid
represents the intersection of a Country and an Industry Sector.
A typical Information Landscape contains up to 225 cells and supports
a population of 5000 financial instruments.
Floating within
the cells of this Landscape are stocks, options or bonds identified
by animated, logo-embossed icons which rise and fall in real-time
response to market activity. An icon's height above or below the Landscape's
baseline (the Z axis) may depict Price or Volume for the trading period
and is visually reinforced by a user-defined color scale.
An icon's
shape depicts the market capitalization of its underlying company.
For instance, triangular icons identify companies with market capitalizations
under $500 million, squares represent mid-caps, while large caps
are depicted as pentagons. Spinning and blinking icons highlight
special opportunities and risks within any given position or group
of positions.
MM-Finance
goes beyond analytics to provide a reliable sense of movement through
time. Fly through a Landscape and traverse the market by Sector,
Country and Time. Click on any company logo-embossed icon for charts
and analytics, or recent reports and filings. Users perceive the
most critical details of his or her universe with a glance: percentage
changes, sensitivity to interest rates and any other parameter of
concern. Software agents--such as the Profit-Seeking Missile--hunt
out interesting companies based upon a user's criteria.
Securities
Trading
MM-Finance trading applications provide an open analytic
decision support solution for analyzing a global range of instruments:
stocks, bonds, options, commodities and derivatives. They provide
a visually keyed "shorthand" summary of the state of the
investment universe and the areas needing immediate attention. With
a single glance, the user takes in the most critical details of
his or her universe -- percentage changes, volume spikes, and any
other parameters of concern. MM-Finance fuses market prices,
news, commentary, analytics and historical data all on one control
panel and provides links to existing position and risk management
programs. The visual analysis allows users to react to current market
conditions with a faster more informed decision cycle and quickly
become aware of new investment ideas through the visualization of
hundreds (or thousands) of stocks.
Securities
Brokerage
MM-Finance brokerage applications integrate market data,
client information and research, so brokers can communicate portfolio
information to clients in an efficient and productive way. MM-Finance
brokerage applications allow brokers to do portfolio modeling and
monitoring and have access to a whole range of financial planning
support applications. Internet based communication methods allow
brokers to collaborate on financial planning ideas with clients
in real-time and enhance, not interrupt, their relationships. For
example, this application will automatically notify the user upon
something happening that affects their clients' holdings, such as
a news event or bond call. He or she can then e-mail a "fly-through"
of their Information Landscape accompanied by a teleconference or
voice message, with buy/sell suggestions.
Portfolio
Management
MM-Finance portfolio management applications provide open
analytic, decision support solutions for management of global equity,
fixed income, and mutual fund portfolios. This application handles
the entire range of instruments, from global equities and government
bonds to highly complex CMO's, swaps, TBA's and derivatives. It
maintains vital statistics such as duration, convexity, yield, effective
maturity, quality rating, market value, and realized/unrealized
gains, to monitor different investment strategies. MM-Finance's
unique Information Landscape presentation technique helps users
understand the complex interplay of factors affecting their portfolios.
