Systems and methods for determining a significance index

Abstract

Systems, methods, and instructions stored on computer-readable mediums for calculating an aggregated significance score for each of a plurality of consumer goods or website interactions by aggregating historical significance scores and calculating a reference significance score for a benchmark. A relative significance score is derived for each of the plurality of consumer goods or website interactions based upon the significance score for each of the plurality of consumer goods or website interactions and the relative significance score. A consumer priority index is derived indexed to a relevant measure based on the aggregated significance scores and the reference significance score.

We claim: 
     
         1 . A system to calculate a significance index comprising:
 one or more electronic processors, operably connected to a memory, configured to:   receive financial instrument transaction information regarding exchange of a first financial instrument for a second financial instrument;   derive significance score for the second financial instrument; and   generate a significance index based upon the significance score for the second financial instrument and a plurality of additional significance scores.   
     
     
         2 . The system of  claim 1 , further comprising the memory configured to store historical significance scores for second financial instrument. 
     
     
         3 . The system of  claim 1 , wherein the second financial transaction is a consumer good and further comprising the one or more electronic processors configured to:
 determine a consumer priority score associated with the consumer good based upon the significance score; and   generate a consumer good priority index based upon the consumer priority for the consumer good and a plurality of additional consumer good priority scores.   
     
     
         4 . The system of  claim 1 , wherein the one or more electronic processors are further configured to index the significance index against a measure that is selected from a group consisting of time of day, day of the week, and month. 
     
     
         5 . The system of  claim 1 , wherein the one or more electronic processors are further configured to analyze one consumer good of interest from the plurality of consumer goods, wherein the reference significance score is based on the aggregated significance scores of the remaining plurality of consumer goods. 
     
     
         6 . The system of  claim 1 , wherein the second financial instrument is selected from a group consisting of stocks, stock indexes, custom lists of stocks, real estate, and collectibles. 
     
     
         7 . The system of  claim 1 , wherein the one or more electronic processors are further configured to apply a consideration factor based upon the first financial instrument. 
     
     
         8 . The system of  claim 7 , wherein the consideration factor is greater than 1, increasing the significance score, if the first financial instrument included funds provided on margin or credit. 
     
     
         9 . The system of  claim 1 , wherein the one or more electronic processors are further configured to adjust the significance index, the adjustment selected from a group consisting of delta adjustment and beta adjustment. 
     
     
         10 . The system of  claim 4 , wherein the second financial instrument is a stock and the significance score along with the plurality of additional significance scores are used to generate the significance index related to an investor's portfolio. 
     
     
         11 . The system of  claim 10 , wherein the one or more electronic processors are further configured to index the significance index against a measure that is selected from a group consisting of time of day, day of the week, and month in order to show an active investor portfolio confidence trend. 
     
     
         12 . A method for managing a user experience based upon a consumer priority index comprising:
 receiving financial instrument transaction information associated with each of a plurality of accounts regarding exchange of a first financial instrument for a second financial instrument;   determining a significance score associated with the financial instrument transaction for each account of the plurality of accounts;   calculating a significance index for the second financial instrument by aggregating the significance score for each of the plurality of accounts;   determining a consumer priority index indexed to a relevant measure based on the aggregated significance score for each of the plurality of accounts; and   modifying a sales interface associated with the second financial instrument based upon the consumer priority index.   
     
     
         13 . The method of  claim 12 , wherein the second financial instrument is a consumer good. 
     
     
         14 . The method of  claim 12 , wherein the modifying the sales interface step further is based upon historical significance scores associated with the second financial instrument. 
     
     
         15 . A system comprising:
 one or more electronic processors, operably connected to a memory, configured to:   receive security transaction information associated with each of a plurality of accounts regarding exchange of a financial instrument for a security;   determine a significance score associated with the security transaction for each account of the plurality of accounts; and   calculate a significance index for the security by aggregating the significance score for each of the plurality of accounts.   
     
     
         16 . The system of  claim 15 , wherein the one or more processors are further configured to: determine the account significance including determining the source of consideration for the security transaction. 
     
     
         17 . The system of  claim 16 , wherein the one or more processors are further configured to: determine a source of consideration for the security transaction including determining whether the source of consideration is funds provided on margin. 
     
     
         18 . The system of  claim 15 , wherein the one or more processors are further configured to: determine if one or more associated transactions have occurred and, if so, modify the account significance. 
     
     
         19 . The system of  claim 18 , wherein the one or more associated transactions involve a hedging transaction and modifying the account significance comprises reducing the account significance. 
     
     
         20 . The system of  claim 15 , wherein the one or more processors are further configured to: compare the security transaction information for a first account of the plurality of accounts with the significance index for the security.