Method and system for graphically differentiating user preferred securities from one another

• US 8,548,889 B1
• Filed: 05/25/2010
• Issued: 10/01/2013
• Est. Priority Date: 05/12/2000
• Status: Expired due to Fees

• Current Assignee: Charles Schwab Trust Company (Charles Schwab Corporation)
• Original Assignee: Charles Schwab & Company Incorporated (Charles Schwab Corporation)
• Inventors: Swearingen, Bradley J., Harding, David S., Lewis, Brant C., Munoz, Richard Jr., Mogonye, Gregory Scott, Ferris, Gregory, Berber, Philip R.
• Primary Examiner(s): Nguyen, Nga B.
• Application Number:
  US12/786,762
• Time in Patent Office: 1,225 Days
• Field of Search: 705/35, 705/36, 705/37, 705/38, 705/36.R
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• 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 system for graphically differentiating user preferred securities from one another is disclosed. The system comprises a server system (12) and a client system (14). The server system (12) is in communication with a security data source (26) that provides security data on a plurality of securities. The client system (14) is in communication with the server system (12) and provides M user specific criteria to the server system (12). The server system (12) then analyzes the security data based upon the M user specific criteria and identifies user preferred securities from the plurality of securities. The server system (12) provides the client system (14) with data relating to the user preferred securities. The client system (14) uses N user specific parameters received from an input device (16, 18) to generate an N dimensional graph that is populated with icons representing the user preferred securities, thereby graphically differentiating the user preferred securities from one another on a display device (20).

Claims

1. A method for graphically differentiating user preferred securities comprising:

receiving security data for a plurality of securities from a security data source;

receiving user specific criteria for analyzing the security data from a client system;

identifying the user preferred securities from the plurality of securities based upon the user specific criteria;

receiving N user specific parameters of the security data from the client system; and

generating representations of the user preferred securities in an N dimensional graph, by a server system, based upon the N user specific parameters, thereby graphically differentiating the user preferred securities from one another.

2. The method as recited in claim 1 wherein the step of receiving security data for the plurality of securities further comprises receiving a real-time security data stream from the security data source.

3. The method as recited in claim 2 further comprising the step of parsing the real-time security data stream into a predetermined number of security related factors.

4. The method as recited in claim 1 wherein the step of receiving security data for the plurality of securities further comprises receiving fundamental data relating to the plurality of securities.

5. The method as recited in claim 1 wherein the step of receiving security data for the plurality of securities further comprises receiving analytical data relating to the plurality of securities.

6. The method as recited in claim 1 further comprising providing the client system with data relating to the user preferred securities.

7. The method as recited in claim 1 wherein the step of generating the user preferred securities in an N dimensional graph based upon the N user specific parameters further comprises generating the N dimensions by selecting dimensional representations from a group including icon position on a coordinate system, icon colors, icon sizes, icon shapes, icon shadings and character symbology icons.

8. A client system suitable for use with a server system, for graphically differentiating user preferred securities from one another for a user, the client system comprising a non-transitory computer readable medium having sets of instructions thereon, which when executed by a computer cause the computer to:

receive user specific criteria for analyzing security data for a plurality of securities from the user and transmit the user specific criteria to the server system;

identify user preferred securities from a plurality of securities based upon the user specific criteria in the server system, wherein the security data for the plurality of securities is provided to the server system from a security data source;

receive N user specific parameters of the security data from the user; and

represent the user preferred securities in an N dimensional graph based upon the N user specific parameters.

9. The client system as recited in claim 8 wherein the display system graphically represents the user preferred securities by selecting dimensional representations from a group including icon position on a coordinate system, icon colors, icon sizes, icon shapes, icon shadings and character symbology icons.

10. The client system as recited in claim 8 wherein the client system further comprises a code segment embodied on a computer-readable medium that directs the client system to present to the user an interface that allows the user to select user specific criteria for analyzing the security data.

11. The client system as recited in claim 8 wherein the client system comprises a code segment embodied on a computer-readable medium that directs the client system to present to the user an interface that allows the user to select user specific parameters of the security data upon which the identified preferred securities can be differentiated.

12. A server system suitable for use with a client system and a security data source, for graphically differentiating user preferred securities from one another for a user, the server system comprising a non-transitory computer readable medium having sets of instructions thereon, which when executed by a computer cause the computer to:

receive security data for a plurality of securities from the security data source;

receive user specific criteria for analyzing the security data from the client system;

identify the user preferred securities from the plurality of securities based upon the user specific criteria;

receive N user specific parameters of the security data from the client system; and

generate representations of the user preferred securities in an N dimensional graph based upon the N user specific parameters, thereby graphically differentiating the user preferred securities from one another.

13. The server system as recited in claim 12 further comprising a code segment embodied on a computer-readable medium that directs the server system to receive a real-time security data stream from the security data source.

14. The server system as recited in claim 13 further comprising a code segment embodied on a computer-readable medium that directs the server system to parse the real-time security data stream from the security data source into a predetermined number of security related factors.

15. The server system as recited in claim 12 wherein the security data for the plurality of securities further comprises fundamental data relating to the plurality of securities.

16. The server system as recited in claim 12 wherein the security data for the plurality of securities further comprises analytical data relating to the plurality of securities.

17. The server system as recited in claim 12 further comprising a code segment embodied on a computer-readable medium that directs the server system to generate the user preferred securities by selecting dimensional representations from a group including icon position on a coordinate system, icon colors, icon sizes, icon shapes, icon shadings and character symbology icons.

18. A method for graphically differentiating user preferred securities comprising:

receiving user specific criteria for analyzing security data for a plurality of securities from a user and transmitting the user specific criteria to a server system;

identifying the user preferred securities from the plurality of securities based upon the user specific criteria, wherein the security data for the plurality of securities is provided to the server system from a security data source;

receiving N user specific parameters of the security data from the user; and

representing the user preferred securities in an N dimensional graph based upon the N user specific parameters, thereby graphically differentiating the user preferred securities from one another.

19. The method as recited in claim 18 further comprising representing the user preferred securities by selecting dimensional representations from a group including icon position on a coordinate system, icon colors, icon sizes, icon shapes, icon shadings and character symbology.

20. The method as recited in claim 18 further comprising presenting to the user an interface that allows the user to select user specific criteria for analyzing the security data.

21. The method as recited in claim 18 further comprising presenting to the user an interface that allows the user to select user specific parameters of the security data upon which the identified preferred securities can be differentiated.

22. A method for graphically differentiating user preferred securities comprising:

receiving security data for a plurality of securities from a security data source;

receiving user specific criteria for analyzing the security data from a client system;

identifying the user preferred securities from the plurality of securities based upon the user specific criteria;

receiving N user specific parameters of the security data from the client system; and

generating representations of the user preferred securities in an N dimensional graph, by a server system, based upon the N user specific parameters, thereby graphically differentiating the user preferred securities from one another, wherein the N dimensional graph comprises a three-dimensional coordinate system, where each axis represents one of the N user specific parameters of the security data, wherein each user preferred security is represented by a corresponding icon in the three-dimensional coordinate system, where each icon represents a single user preferred security, and wherein each icon is located within the coordinate system in relation to the values that the icon'"'"'s corresponding security has for three of the N user specific parameters.

23. The method of claim 22, wherein each of the size, shape, color, or shading of each icon is determined in relation to a value that the icon'"'"'s corresponding security has for other of the N user specific parameters in addition to the three of the N user specific parameters included as the axes of the N dimensional graph.