System and method for creating trade-related annotations in an electronic trading environment

• US 10,074,133 B2
• Filed: 02/27/2014
• Issued: 09/11/2018
• Est. Priority Date: 09/30/2002
• Status: Expired due to Term

• Current Assignee: Trading Technologies International, Inc.
• Original Assignee: Trading Technologies International, Inc.
• Inventors: Strauss, Mark Leon, Ziemkiewicz, Peter
• Primary Examiner(s): Tran, Hai
• Application Number:
  US14/192,448
• Publication Number:
  US 20140180901A1
• Time in Patent Office: 1,657 Days
• Field of Search: 705 35- 45
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 20/40 Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check credit lines or negative lists
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

A client terminal displays a trading screen interface and an annotation interface in relation to the trading screen interface. The annotation interface allows a trader to enter trade-related annotations in a quick and efficient manner or flag a predetermined time and input annotations to be associated with the flagged time a later time, while the trading screen interface allows the trader to make trades at the most favorable prices and in a speedy manner. The annotation interface may alternatively not be displayed and allow for audio input.

Claims

1. A computing device comprising:

an electronic processor;

a user input device coupled with the processor and configured to receive a user input for the computing device;

a market data receiver coupled with the electronic processor and configured to receive market data from an electronic exchange;

an electronic output device coupled with the electronic processor and configured to display a user-selectable indicator, an annotation marker, an annotation record, and the market data from the electronic exchange in a graphical format, the market data being displayed substantially as the market data is received by the market data receiver; and

an electronic storage medium coupled with the electronic output device and configured to store user data with the annotation record,

where a user-flagged portion of market data received from the electronic exchange and displayed by the electronic output device is identified in response to the user input received by the user input device to flag the portion of the market data received from the electronic exchange, where the electronic processor is configured to assign the annotation marker to the user-flagged portion of the market data received from the electronic exchange in response to receiving the user input and to display the user-selectable indicator for the annotation marker assigned to the user-flagged portion of market data received from electronic exchange the electronic processor via the electronic output device, and where the annotation record is displayed by the electronic device in response to a user-selection of the user-selectable indicator received via the user input.

2. The computing device of claim 1 where the market data is displayed in a first display region.

3. The computing device of claim 2 where the user-selectable indicator is displayed in a second display region.

4. The computing device of claim 3 where the first display region comprises a trading screen interface.

5. The computing device of claim 4 where the second display region comprises at least one pop-up window.

6. The computing device of claim 3 where the output device is further configured to display an activation identifier configured to activate the second display region.

7. The computing device of claim 1, where the annotation marker is assigned to the user-flagged portion in response to receiving a first user command via the input device to flag the user-flagged portion of the displayed market data.

8. The computing device of claim 7 where the annotation marker is created in response to receiving the first user command.

9. The computing device of claim 1 where the user data comprises at least one of audio data and textual data.

10. The computing device of claim 1, where the output device is further configured to display the user data in response to a user input of the user data via the input device.

11. The computing device of claim 1 where the output device is further configured to display a second display region in response to a selection of an activation identifier.

12. The computing device of claim 1 where the electronic storage medium is further configured to record the user-flagged portion of the received market data and a time the user-flagged portion of the received market data was flagged.

13. The computing device of claim 12, where the user-flagged portion of the received market data and the time the user-flagged portion of the received market data was flagged are recorded via the electronic storage medium in response to a first user command received via the input device.

14. The computing device of claim 13 where a user request to view the recorded received market data is received via the input device and in response to the user request, the recorded received market data is displayed via the output device.