Method and Apparatus for User-Interactive Financial Instrument Trading

• US 20100218136A1
• Filed: 05/04/2010
• Published: 08/26/2010
• Est. Priority Date: 05/13/2004
• Status: Abandoned Application

• Current Assignee: Scottrade Incorporated (Charles Schwab Corporation)
• Original Assignee: Scottrade Incorporated (Charles Schwab Corporation)
• Inventors: Tyulyaev, Vitaly N.
• Application Number:
  US12/773,572
• Publication Number:
  US 20100218136A1
• Time in Patent Office: Days
• US Class Current: 715/781
• 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

An improved interface for interacting with a user of financial instrument trading software is disclosed herein. The improvements include efficient user access to multiple accounts, the ability to quickly cancel open orders from an interface window, the display of real-time quote data within an order entry window, greater flexibility in viewing quote data within a quotes window and chart data within a chart window, the display of a high/low graph for a financial instrument in a quote window, improved visual highlighting techniques for notifying the user of significant data relating to a financial instrument, the ability to embed a chart from a chart window into a quote window, the ability to effectively link different user interface windows together such that a user action in one linked window will have an effect in another window linked thereto, and the ability to efficiently manage open orders within an open orders window.

Claims

1. A method of controlling the content of a chart window displayed to a user who is logged into a financial instrument trading account, said account being accessible through an on-line portal hosted by a services provider, the chart window depicting chart data relating to one or more financial instrument, the method comprising:

providing a chart window for display to the user, the chart window depicting data relating to at least one financial instrument, the chart window including a field through which the user can enter a plurality of modification instructions that are operative to modify the data depicted in the chart window;

simultaneously receiving a plurality of modification instructions from the user through the chart window field; and

modifying the chart window in accordance with the modification instructions.

2. The method of claim 1 wherein each modification instruction comprises a pair that includes a tag and an identifier for a financial instrument, the tag being indicative of how to modify the chart window.