METHOD AND SYSTEM FOR BUILDING AND MAINTENANCE WATCH LISTS

• US 20080140587A1
• Filed: 12/06/2007
• Published: 06/12/2008
• Est. Priority Date: 03/20/2000
• Status: Active Grant

• Current Assignee: Christopher Burmester, Corinne Wayshak, Douglas Corning, Jennifer Kwan, Natalie Lera
• Original Assignee: Christopher Burmester, Corinne Wayshak, Douglas Corning, Jennifer Kwan, Natalie Lera
• Inventors: Lera, Natalie, Corning, Douglas, Kwan, Jennifer, Burmester, Christopher, Wayshak, Corinne
• Granted Patent: US 8,170,939 B2
• Time in Patent Office: Days
• US Class Current: 705/36R
• CPC Class Codes: G06Q 20/108 Remote banking, e.g. home banking
• 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 method and apparatus for monitoring a items such as stocks and other securities, suitable for use in portable devices, such as personal organizers, wherein instead of separate watch lists, a pool of items being watched is maintained, and the total number of items which can be contained in the pool is intentionally limited to a predefined number, and further wherein each of the items in the pool includes an associated tag which defines a watch list to which it belongs, and the pool of the items being watched can be viewed simultaneously as one coherent collection, or specific watch lists can be displayed.

Claims

1-37. -37. (canceled)

38. A method for organizing information for a plurality of data items which are being tracked in a computing device of the type which is capable of exchanging information with a communications center, comprising:

maintaining a data list, which includes information for all of the plurality of data items being tracked, in the computing device;

including in the data list at least one user defined category tag for each of the plurality of data items being tracked; and

generating a plurality of different sublists in the computing device, wherein each sublist includes a different subset of the plurality of data items being tracked, wherein each sublist corresponds to a user defined category tag, whereby each data item displayed in a particular sublist has a user defined category tag which corresponds to the user defined category tag of the particular sublist.

39. The method of claim 58, further comprising providing at least two user defined category tags for at least a first one of the data items being tracked.

40. The method of claim 58, wherein the data items being tracked are securities.

41. The method of claim 58, wherein the computing device is a wireless, hand held device.

42. The method of claim 58, further comprising maintaining an elapsed time since the last exchange of information with the communications center.

43. A system for organizing information for a plurality of data items being tracked comprising:

a computing device of the type capable of exchanging data with a communications center, wherein the computing device;

maintains a data list which includes information for all of the plurality of data items being tracked;

includes in the data list at least one user defined category tag for each of the plurality of data items being tracked; and

generates a plurality of different sublists, wherein each sublist includes a different subset of the plurality of data items being tracked, wherein each sublist corresponds to a user defined category tag, whereby each data item displayed in a particular sublist has a user defined category tag which corresponds to the user defined category tag of the particular sublist.

44. The system of claim 63, wherein the computing device further includes at least two user defined category tags for at least a first one of the data items being tracked.

45. The system of claim 63, wherein the data items being tracked are securities.

46. The system of claim 63, wherein the computing device is a wireless, hand held device.

47. The system of claim 63, wherein the computing device further maintains an elapsed time since the last exchange of information with the communications center.

48. A method for organizing information for a plurality of data items which are being tracked in a computing device of the type which is capable of exchanging information with a communications center, comprising:

maintaining a data list, which includes information for all of the plurality of data items being tracked, in the communications center;

including in the data list at least one user defined category tag for each of the plurality of data items being tracked; and

sending the data list to the computing device.

49. The method of claim 68, further comprising receiving updates to the data list items being tracked, wherein the updates are generated by the computing device.

50. The method of claim 68, wherein sending the data list to the computing device is initiated by a request from the computing device.

51. The method of claim 68, wherein at least one of the plurality of data items being tracked includes at least two user defined category tags.

52. The method of claim 68, further comprising maintaining a copy of the data list in the computing device.

53. A system for organizing information for a plurality of data items being tracked comprising:

a communications center of the type which is capable of exchanging information with a computing device, wherein the communications center;

maintains a data list, which includes information for all of the plurality of data items being tracked;

includes in the data list at least one user defined category tag for each of the plurality of data items being tracked; and

sends the data list to the computing device.

54. The system of claim 73, wherein the communications center further receives updates to the data list items being tracked, wherein the updates are generated by the computing device.

55. The system of claim 73, wherein sending the data list to the computing device is initiated by a request from the computing device.

56. The system of claim 73, wherein at least one of the plurality of data items being tracked includes at least two user defined category tags.

57. The system of claim 73, wherein the computing device maintains a copy of the data list.