Abstract: A multipath explorer may allow a user to quickly visualize an entire population of data hierarchically in a tree-like structure. For example, a user can select a first filter to be applied to a data set, and the multipath explorer can display data in the data set that satisfies the first filter requirements and data in the data set that does not satisfy the first filter requirements. A second filter can be applied to the data in the data set, and the multipath explorer can display data in the data set that satisfies the first and second filter requirements, data in the data set that satisfies the first filter requirements and not the second filter requirements, data in the data set that satisfies the second filter requirements and not the first filter requirements, and data in the data set that does not satisfy the first or second filter requirements.

Abstract: A multipath explorer may allow a user to quickly visualize an entire population of data hierarchically in a tree-like structure. For example, a user can select a first filter to be applied to a data set, and the multipath explorer can display data in the data set that satisfies the first filter requirements and data in the data set that does not satisfy the first filter requirements. A second filter can be applied to the data in the data set, and the multipath explorer can display data in the data set that satisfies the first and second filter requirements, data in the data set that satisfies the first filter requirements and not the second filter requirements, data in the data set that satisfies the second filter requirements and not the first filter requirements, and data in the data set that does not satisfy the first or second filter requirements.

Abstract: One embodiment of the present invention sets forth a method for generating a new workflow for an application. The method includes generating a parameter tree related to a current workflow, wherein the parameter tree includes a different node corresponding to each parameter included in one or more documents associated with the current workflow, modifying a value associated with a first node included in the parameter tree based on an input, wherein the first node corresponds to a first parameter included in a first document associated with the current workflow, evaluating a second document associated with the current workflow based on the modified value associated with the first node, and generating the new workflow based on the evaluated second document.

Abstract: A method that facilitates optimization analysis and sensitivity analysis of a data model comprises: receiving first data identifying a value function, parameters for the value function, and one or more specific parameter values for one or more of the parameters; storing a data model based on the value function and the specific parameter values; determining which parameters of the data model are capable of taking variable values; receiving second data identifying one or more selected parameters; receiving third data specifying a value selection approach for each of the selected parameters; determining a plurality of result values by substituting, based on the value selection approach, a plurality of input values for each of the selected parameters and evaluating the value function using the selected parameters and the substituted values; and generating and causing displaying a table of the result values.

Abstract: In one embodiment, an expression comprising a left-hand side and a right-hand side is received. The left-hand side specifies one or more market instruments, and the right-hand side specifies a method that is to be applied based on the left-hand side of the expression. The expression is parsed. A time series is generated by applying the method based on one or more sets of data values associated with the one or more market instruments. The generated time series is stored in computer data storage.

Abstract: In one embodiment, first, second, and third inputs are received. The first input specifies a first market instrument and the second input specifies start and end dates of a first time series for the first market instrument. The third input specifies a feature set computer and the values of zero or more parameters thereof. A first feature set of the first market instrument is determined by applying the feature set computer to the first time series. A second feature set of a second market instrument is determined by applying the feature set computer to a second time series for the second market instrument, where the second time series is bounded by the start and end dates. The second feature set is correlated to the first feature set to determine a similarity score for the second market instrument, where the similarity score is a measure of the relationship between the second market instrument and the first market instrument.

Abstract: In one embodiment, an expression comprising a left-hand side and a right-hand side is received. The left-hand side specifies one or more market instruments, and the right-hand side specifies a method that is to be applied based on the left-hand side of the expression. The expression is parsed. A time series is generated by applying the method based on one or more sets of data values associated with the one or more market instruments. The generated time series is stored in computer data storage.

Abstract: In an embodiment, a computer-implemented method facilitates optimization analysis and sensitivity analysis of a data model. The method comprises a computer: receiving first data identifying a value function, a plurality of parameters for the value function, and one or more specific parameter values for one or more of the parameters; storing a data model based on the value function and the specific parameter values; determining which parameters of the data model are capable of taking variable values; receiving second data identifying one or more selected parameters; receiving third data specifying a value selection approach for each of the selected parameters; determining a plurality of result values by substituting, based on the value selection approach, a plurality of input values for each of the selected parameters and evaluating the value function using the selected parameters and the substituted values; generating and causing displaying a table of the result values.

Abstract: A workflow application allows users to store, manage, and perform tasks related to workflows comprised of ordered sets of documents. The application provides an interface for creating and managing a workflow. Each document added to the workflow is assigned to a particular position in the workflow. Via the interface, the user saves data defining the workflow. In this manner, the workflow may be shared or preserved for subsequent re-use. The application allows a user to perform various tasks with respect to the workflow. Via an interface control presented by the application, the user instigates such tasks. In response, the application causes the task to be performed for each document in the workflow in an order corresponding to the arrangement of the documents within the workflow. For example, the application may render and print each document in the workflow. Or, the application may generate a combined workflow report.

Abstract: In one embodiment, first input that specifies a market instrument is received. Second input that specifies one or more parameters for one or more date set computers associated with the market instrument is received. A first time series is received from a data repository, where the first time series is a sequence of data values associated with the market instrument. A set of time periods is extracted by applying the one or more date set computers based on the one or more parameters and the first time series. The set of time periods is displayed overlaid on a graphical representation of the first time series in a graphical user interface.

Abstract: In an embodiment, a filter chain object comprising an association of a starting set of data items and two or more filter links is created and stored in computer memory. Each of the filter links comprises a component object that associates a set operation and a membership criterion. Each of the filter links is associated with a particular filter view among a plurality of filter views. Each particular filter view comprises a graphical representation of a state of applying the membership criterion of the associated filter link to a subset of data resulting from filtering the starting set of data items according to zero or more preceding filter links.

Abstract: In one embodiment, first input that specifies a market instrument is received. Second input that specifies one or more parameters for one or more date set computers associated with the market instrument is received. A first time series is received from a data repository, where the first time series is a sequence of data values associated with the market instrument. A set of time periods is extracted by applying the one or more date set computers based on the one or more parameters and the first time series. The set of time periods is displayed overlaid on a graphical representation of the first time series in a graphical user interface.

Abstract: In an embodiment, a filter chain object comprising an association of a starting set of data items and two or more filter links is created and stored in computer memory. Each of the filter links comprises a component object that associates a set operation and a membership criterion. Each of the filter links is associated with a particular filter view among a plurality of filter views. Each particular filter view comprises a graphical representation of a state of applying the membership criterion of the associated filter link to a subset of data resulting from filtering the starting set of data items according to zero or more preceding filter links.

Abstract: In one embodiment, first input that specifies a market instrument is received. Second input that specifies one or more parameters for one or more date set computers associated with the market instrument is received. A first time series is received from a data repository, where the first time series is a sequence of data values associated with the market instrument. A set of time periods is extracted by applying the one or more date set computers based on the one or more parameters and the first time series. The set of time periods is displayed overlaid on a graphical representation of the first time series in a graphical user interface.

Abstract: Techniques are described for facilitating performing computer-implemented financial analysis. A metric that transforms one or more time series into an output object is identified. The one or more time series are determined based on one or more input objects. The metric is applied using the one or more time series, thereby generating a particular value for the output object. One of the metric and the particular value for the output object is stored in a physical storage device.

Abstract: In an embodiment, a computer-implemented method facilitates optimization analysis and sensitivity analysis of a data model and comprises a computer receiving first data identifying a value function, a plurality of parameters for the value function, and one or more specific parameter values for one or more of the parameters; the computer storing a data model based on the value function and the specific parameter values; the computer determining which parameters of the data model are capable of taking variable values; the computer receiving second data identifying one or more selected parameters; the computer receiving third data specifying a value selection approach for each of the selected parameters; the computer determining a plurality of result values by substituting, based on the value selection approach, a plurality of input values for each of the selected parameters and evaluating the value function using the selected parameters and the substituted values; the computer generating and causing displaying

Abstract: According to an embodiment, an application comprises a sharing mechanism that allows a user to 1) quickly generate an image of information from a document, such as a screenshot of information displayed in a graphical user interface; 2) concurrently generate a link to the document, and 3) simultaneously paste the image with the associated link in another application. The image and link are generated in response to a single user input, such as a click on a “one-click sharing button.” The image and link are placed in a buffer, such as a clipboard, in such a manner that both may be retrieved via a single paste operation. Once pasted in another document, the image with the associated link may be shared with other users via email or any other suitable means. Techniques for pre-cropping and pre-annotating generated screenshots are also described.

Abstract: In an embodiment, a filter chain object comprising an association of a starting set of data items and two or more filter links is created and stored in computer memory. Each of the filter links comprises a component object that associates a set operation and a membership criterion. Each of the filter links is associated with a particular filter view among a plurality of filter views. Each particular filter view comprises a graphical representation of a state of applying the membership criterion of the associated filter link to a subset of data resulting from filtering the starting set of data items according to zero or more preceding filter links.

Abstract: A workflow application allows users to store, manage, and perform tasks related to workflows comprised of ordered sets of documents. The application provides an interface for creating and managing a workflow. Each document added to the workflow is assigned to a particular position in the workflow. Via the interface, the user saves data defining the workflow. In this manner, the workflow may be shared or preserved for subsequent re-use. The application allows a user to perform various tasks with respect to the workflow. Via an interface control presented by the application, the user instigates such tasks. In response, the application causes the task to be performed for each document in the workflow in an order corresponding to the arrangement of the documents within the workflow. For example, the application may render and print each document in the workflow. Or, the application may generate a combined workflow report.

Abstract: A modal-less save interface enables a user to provide a filename under which to save a document at any time during operation of the application, without interrupting other user tasks of the application. The user inputs a filename and performs a save operation on a document without navigating menu items or launching a modal window. The modal-less save interface may be provided in a portion of the main application window. For example, the modal-less save interface may be presented in a toolbar, taskbar, status bar, window pane, or sidebar. An application may feature a modal-less access control interface. The modal-less access control interface may be provided in a portion of the main application window. The access control interface may comprise a control, such as link, button, checkbox, text box, or pull-down menu. Upon selection of the control, the application sets one or more access control levels for the current document.