Invention Grant
US07970694B2 Method and system for executing trades in a user preferred security
有权
用于执行用户优选安全性的交易的方法和系统
- Patent Title: Method and system for executing trades in a user preferred security
- Patent Title (中): 用于执行用户优选安全性的交易的方法和系统
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Application No.: US12365338Application Date: 2009-02-04
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Publication No.: US07970694B2Publication Date: 2011-06-28
- Inventor: Bradley J. Swearingen , David S. Harding , Brant C. Lewis , Richard Munoz, Jr. , Gregory Scott Mogonye , Gregory Ferris , Philip R. Berber
- Applicant: Bradley J. Swearingen , David S. Harding , Brant C. Lewis , Richard Munoz, Jr. , Gregory Scott Mogonye , Gregory Ferris , Philip R. Berber
- Applicant Address: US CA San Francisco
- Assignee: Charles Schwab & Co.
- Current Assignee: Charles Schwab & Co.
- Current Assignee Address: US CA San Francisco
- Agency: Kilpatrick Townsend & Stockton LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
Disclosed are methods and systems of executing securities trades. An exemplary system comprises a server system that is in communication with a client system, a security data source, and a trade execution location. The security data source provides security data relating to a plurality of securities to the server system. The client system provides user specific criteria to the server system. The server system then analyzes the security data based upon the criteria, identifies user preferred securities from the plurality of securities, and provides the client system with data relating to the user preferred securities. The client system uses N user specific parameters to generate and display an N dimensional graph that is populated with icons representing the user preferred securities. After a user preferred securities is selected from the graph and an order is requested, the client system sends the order to the server system.
Public/Granted literature
- US20090204548A1 METHOD AND SYSTEM FOR EXECUTING TRADES IN A USER PREFERRED SECURITY Public/Granted day:2009-08-13
Information query