Abstract: A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.

Abstract: A method comprising creating and storing, in memory of a computer, a graph having nodes and edges, wherein the nodes represent financial assets and any one or more of: accounts in which one or more of the assets are held; individuals who own one or more of the assets; or legal entities who own one or more of the assets; receiving and storing one or more bucketing factors and one or more column factors; the computer traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; the computer applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; the computer applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.

Abstract: A method comprising creating and storing a graph having nodes and edges that represent financial assets and accounts in which the assets are held; individuals who own the assets; or legal entities who own the assets; receiving and storing bucketing factors and column factors; traversing the graph and creating a list of a plurality of paths of nodes and edges in the graph; applying the bucketing factors to the paths to result in associating each set among a plurality of sets of the nodes with a different value node among a plurality of value nodes; applying the column factors to the paths and the value nodes to result in associating column result values with the value nodes; creating and causing displaying a table view by forming rows based on the value nodes and forming columns based on the column result values.