Apparatuses, methods and systems for a high density financial asset information display

• US 9,842,368 B2
• Filed: 10/03/2013
• Issued: 12/12/2017
• Est. Priority Date: 09/18/2007
• Status: Active Grant

• Current Assignee: Goldman Sachs & Co. LLC (Goldman Sachs Group Incorporated)
• Original Assignee: Goldman Sachs & Co. LLC (Goldman Sachs Group Incorporated)
• Inventors: Schonberg, Stephen Richard
• Primary Examiner(s): Donlon, Ryan D
• Assistant Examiner(s): Brindley, Benjamin
• Application Number:
  US14/045,676
• Publication Number:
  US 20140136447A1
• Time in Patent Office: 1,531 Days
• Field of Search: 705 36
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

The disclosure details the implementation of an APPARATUSES, METHODS AND SYSTEMS FOR A HIGH DENSITY FINANCIAL ASSET INFORMATION DISPLAY. The disclosure teaches a High Density Financial Asset Information Display which provides a high density, straightforward, unified, compact, dynamic and comprehensive display interface that presents users with a high volume of easy to understand financial asset information including the current buy and sell prices, the current price direction, the amount of time the asset pair is traded at each price, and the change in price over multiple time frames. The High Density Financial Asset Information Display is dynamically updated with the latest financial information and is formatted to convey relevant changes in the information of interest in a way that is easily understood by users.

Claims

1. A method comprising:

receiving a first financial asset selection from a user;

providing a set of second financial asset options complementary to the first financial asset selection;

receiving a second financial asset selection from the user;

retrieving historical asset pair information associated with a financial asset pair comprising the first and second financial asset selections;

monitoring current asset pair information associated with the financial asset pair;

determining a plurality of display elements based on the current and historical asset pair information;

creating a high density information display using the determined display elements;

presenting the high density information display to the user; and

updating the high density information display based on changes in the determined display elements;

wherein the determined display elements comprise a linear sparkline display bar associated with the financial asset pair and a sparkline velocity indicator element displayed directly on the sparkline display bar, the sparkline velocity indicator element having a display location along the sparkline display bar corresponding to a current price of the financial asset pair and having a direction indicator symbol configured to indicate a recent price direction of the financial asset pair.

2. The method of claim 1, wherein the determined display elements further comprise:

a region of the sparkline display bar in which the sparkline velocity indicator element is able to move within a price range of the financial asset pair for a deployment relevant time span,

a first region configured to indicate with a first color the price range of the financial asset pair for a last secondary relevant time span lower than the current price, and

a second region configured to indicate with a second color the price range of the financial asset pair for the last secondary relevant time span higher than the current price.

3. The method of claim 1, wherein the determined display elements further include a coloring of a title bar according to a percentage change of a price of the financial asset pair for a last deployment relevant time span.

4. The method of claim 1, wherein the recent price direction of the financial asset pair is determined according to a median price of the financial asset pair over a last deployment relevant time span and an exponential moving average of a price of the financial asset pair over a past secondary relevant time span.

5. The method of claim 1, further comprising receiving an asset pair trade selection from the user.

6. The method of claim 1, wherein the historical asset pair information comprises historical prices for the financial asset pair, historical volumes for the financial asset pair, and historical analyses for the financial asset pair, and

wherein the current asset pair information comprises the current price for the financial asset pair, a current traded volume of the financial asset pair, the recent price direction of the financial asset pair, and up-to-date analyses for the financial asset pair.

7. The method of claim 2, wherein the deployment relevant time span is 1 day.

8. The method of claim 2, wherein the secondary relevant time span is 10 minutes.

9. A non-transitory computer readable medium encoded with instructions that, when executed by one or more processors, cause the one or more processors to:

receive a first financial asset selection from a user;

provide a set of second financial asset options complementary to the first financial asset selection;

receive a second financial asset selection from the user;

retrieve historical asset pair information associated with a financial asset pair comprising the first and second financial asset selections;

monitor current asset pair information associated with the financial asset pair;

determine a plurality of display elements based on the current and historical asset pair information;

create a high density information display using the determined display elements;

present the high density information display to the user; and

update the high density information display based on changes in the determined display elements;

wherein the determined display elements comprise a linear sparkline display bar associated with the financial asset pair and a sparkline velocity indicator element displayed directly on the sparkline display bar, the sparkline velocity indicator element having a display location along the sparkline display bar corresponding to a current price of the financial asset pair and having a direction indicator symbol configured to indicate a recent price direction of the financial asset pair.

10. The non-transitory computer readable medium of claim 9, wherein the determined display elements further comprise:

a region of the sparkline display bar in which the sparkline velocity indicator element is able to move within a price range of the financial asset pair for a deployment relevant time span,

a first region configured to indicate with a first color the price range of the financial asset pair for a last secondary relevant time span lower than the current price, and

a second region configured to indicate with a second color the price range of the financial asset pair for the last secondary relevant time span higher than the current price.

11. The non-transitory computer readable medium of claim 9, wherein the determined display elements further include a coloring of a title bar according to a percentage change of a price of the financial asset pair for a last deployment relevant time span.

12. The non-transitory computer readable medium of claim 9, wherein the recent price direction of the financial asset pair is determined according to a median price of the financial asset pair over a last deployment relevant time span and an exponential moving average of a price of the financial asset pair over a past secondary relevant time span.

13. The non-transitory computer readable medium of claim 9, wherein the instructions further comprise instructions that, when executed by the one or more processors, cause the one or more processors to receive an asset pair trade selection from the user.

14. The non-transitory computer readable medium of claim 9, wherein the historical asset pair information comprises historical prices for the financial asset pair, historical volumes for the financial asset pair, and historical analyses for the financial asset pair, and

wherein the current asset pair information comprises the current price for the financial asset pair, a current traded volume of the financial asset pair, the recent price direction of the financial asset pair, and up-to-date analyses for the financial asset pair.

15. The non-transitory computer readable medium of claim 10, wherein the deployment relevant time span is 1 day.

16. The non-transitory computer readable medium of claim 10, wherein the secondary relevant time span is 10 minutes.

17. An apparatus comprising:

at least one processor; and

at least one memory in communication with the at least one processor, the at least one memory configured to store a plurality of instructions directing the at least one processor to;

receive a first financial asset selection from a user;

provide a set of second financial asset options complementary to the first financial asset selection;

receive a second financial asset selection from the user;

retrieve historical asset pair information associated with a financial asset pair comprising the first and second financial asset selections;

monitor current asset pair information associated with the financial asset pair;

determine a plurality of display elements based on the current and historical asset pair information;

create a high density information display using the determined display elements;

present the high density information display to the user; and

update the high density information display based on changes in the determined display elements;

wherein the determined display elements comprise a linear sparkline display bar associated with the financial asset pair and a sparkline velocity indicator element displayed directly on the sparkline display bar, the sparkline velocity indicator element having a display location along the sparkline display bar corresponding to a current price of the financial asset pair and having a direction indicator symbol configured to indicate a recent price direction of the financial asset pair.

18. The apparatus of claim 17, wherein the determined display elements further comprise:

a region of the sparkline display bar in which the sparkline velocity indicator element is able to move within a price range of the financial asset pair for a deployment relevant time span,

a first region configured to indicate with a first color the price range of the financial asset pair for a last secondary relevant time span lower than the current price, and

a second region configured to indicate with a second color the price range of the financial asset pair for the last secondary relevant time span higher than the current price.

19. The apparatus claim 17, wherein the determined display elements further include a coloring of a title bar according to a percentage change of a price of the financial asset pair for a last deployment relevant time span.

20. The apparatus of claim 17, wherein the recent price direction of the financial asset pair is determined according to a median price of the financial asset pair over a last deployment relevant time span and an exponential moving average of a price of the financial asset pair over a past secondary relevant time span.

21. The apparatus of claim 17, wherein the instructions further direct the at least one processor to receive an asset pair trade selection from the user.

22. The apparatus of claim 17, wherein the historical asset pair information comprises historical prices for the financial asset pair, historical volumes for the financial asset pair, and historical analyses for the financial asset pair, and

wherein the current asset pair information comprises the current price for the financial asset pair, a current traded volume of the financial asset pair, the recent price direction of the financial asset pair, and up-to-date analyses for the financial asset pair.

23. The apparatus of claim 18, wherein the deployment relevant time span is 1 day.

24. The apparatus of claim 18, wherein the secondary relevant time span is 10 minutes.