System and method for analyzing and searching financial instrument data
First Claim
1. A computer-implemented method for formulating searches of financial instruments in a computer system, comprising:
- a computing system transmitting to a user a series of questions regarding investment preferences;
the computing system receiving responses to said series of questions;
the computing system formulating from said responses search criteria comprising at least one of a numeric value and a text value for searching for financial instruments; and
the computing system executing a search of a searchable database of financial instruments using said search criteria.
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Abstract
Systems and methods for financial data analysis are provided. A system is provided wherein financial data associated with stocks and stock options is collected from multiple sources and calculations performed thereon to derive values for a set of searchable screening parameters related to searching stock option spreads. Users may access the system and provide values and ranges of values for searching the set of searchable screening parameters. In response, users are presented with the set of option spreads, in sorted order, that satisfy the user-supplied search values. Users may select to execute an option spread in which case the system automatically executes the plurality of option trades that underly the spread.
98 Citations
47 Claims
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1. A computer-implemented method for formulating searches of financial instruments in a computer system, comprising:
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a computing system transmitting to a user a series of questions regarding investment preferences; the computing system receiving responses to said series of questions; the computing system formulating from said responses search criteria comprising at least one of a numeric value and a text value for searching for financial instruments; and the computing system executing a search of a searchable database of financial instruments using said search criteria. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A system for formulating searches for financial instruments, comprising:
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a searchable database comprising financial instrument data; a computing processor; computing memory communicatively coupled to the computing processor, the computing memory having stored thereon computer-executable instructions that when executed by the system, cause the system to perform operations comprising; transmitting to a user a series of questions regarding investment preferences; receiving responses to said series of questions; formulating from said responses search criteria comprising at least one of a numeric value and a text value for searching for financial instruments; and executing a search of the searchable database of financial instruments using said search criteria. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34)
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35. A computing system for formulating searches for financial instruments, comprising:
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a searchable database comprising financial instrument data and searchable parameters; a computing server communicatively coupled with the searchable database, the computing server; transmitting to a user a series of questions regarding investment preferences; receiving responses to said series of questions; formulating from said responses search criteria comprising at least one of a numeric value and a text value for searching for financial instruments; and executing a search of the searchable database of financial instruments using said search criteria.
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36. In a computer system programmed to manage a portfolio of stock options, a computer-implemented method of providing alerts comprising the steps of:
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a computing system detecting an event associated with the value of a stock option in a portfolio of stock options; the computing system formatting a suggested action to be taken with respect to the stock option in response to the event; and the computing system presenting the suggested action to a user of the system. - View Dependent Claims (37, 38)
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39. A system for providing alerts comprising:
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a searchable database comprising financial instrument data; a computing processor; computing memory communicatively coupled to the computing processor, the computing memory having stored therein instructions that when executed by the system, cause the system to perform operations comprising; detecting an event associated with the value of a stock option in a portfolio of stock options; formatting a suggested action to be taken with respect to the stock option in response to the event; and presenting the suggested action to a user of the system. - View Dependent Claims (40, 41)
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42. A computing system that alerts users to perform operations, comprising:
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a searchable database comprising financial instrument data and searchable parameters; a computing server communicatively coupled with the searchable database, the computing server; detecting an event associated with the value of a stock option in a portfolio of stock options; formatting a suggested action to be taken with respect to the stock option in response to the event; and presenting the suggested action to a user of the system, the presenting comprising presenting a link to information regarding the suggested action.
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43. A system for processing trades, comprising:
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a computing processor; computing memory communicatively coupled to the computing processor, the computing memory having stored therein instructions that when executed by the system, cause the system to perform operations comprising; receiving a request to execute a trade of a financial instrument strategy; formulating a trade request defining trades to be executed on a plurality of financial instruments included in the financial instrument strategy; and routing the trade request to a brokerage. - View Dependent Claims (44, 45, 46)
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47. A computing system for processing trades, comprising:
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a searchable database comprising financial instrument data and searchable parameters; a computing server communicatively coupled with the searchable database, the computing server; receiving a request to execute a trade of a financial instrument strategy; formulating a trade request defining trades to be executed on a plurality of financial instruments included in the financial instrument strategy; and routing the trade request to a brokerage.
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Specification