Abstract: Systems and methods are presented for providing a psychological analysis of financial products in an investor's financial portfolio. In some example embodiments, a method is presented. The method may include accessing, in a device comprising one or more processors, a psychometric data of a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product.

Abstract: A machine may be configured to facilitate assessment of a user's preference for one decision alternative over another decision alternative. Accordingly, the machine may provide an intuitive preference assessment feature that generates and provides a report to help the user determine his or her true preference between at least two decision alternatives, for example, when the user has difficulty rationally deciding between at least two seemingly equal choices. The machine may automatically prompt the user to submit identifiers of decision alternatives, prompt the user to submit factual descriptors of those decision alternatives, generate an assessment for completion by the user, administer the assessment to the user, analyze submissions received from the user, and generate a report on the user's preference for one decision alternative over one or more other decision alternatives.

Abstract: Systems and methods are presented for providing a psychological analysis of financial products in an investor's financial portfolio. In some example embodiments, a method is presented. The method may include accessing, in a device comprising one or more processors, a psychometric data of a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product.

Abstract: Systems and methods are presented for finding similar funds to a target fund in an investor's financial portfolio. In some embodiments, a method is presented. The method may include accessing target fund characteristics data describing former characteristics of a target fund.

Abstract: A machine may be configured as a recommendation machine that makes one or more recommendations to one or more users. The machine may provide a recommendation based on one or more psychometric profiles that correspond to a user, a product, a manager for the product, or any suitable combination thereof. The user may be a potential buyer of the product, and the manager for the product may fully or partially manage the product and consequently affect the value of the product. The user's psychometric profile may describe market understanding and risk tolerance possessed by the user, and the manager's psychometric profile may describe market understanding and risk tolerance held by the manager. Such psychometric profiles may be used to make recommendations of products. In addition, a psychometric profile for the product itself may be used in the making of such recommendations.

Abstract: A machine may be configured as a recommendation machine that makes one or more recommendations to one or more users. The machine may provide a recommendation based on one or more psychometric profiles that correspond to a user, a product, a manager for the product, or any suitable combination thereof. The user may be a potential buyer of the product, and the manager for the product may fully or partially manage the product and consequently affect the value of the product. The user's psychometric profile may describe market understanding and risk tolerance possessed by the user, and the manager's psychometric profile may describe market understanding and risk tolerance held by the manager. Such psychometric profiles may be used to make recommendations of products. In addition, a psychometric profile for the product itself may be used in the making of such recommendations.