US2014006249A1PendingUtilityA1

System and methods for facilitating informed trading of financial instruments

Assignee: OPTIONSXPRESS HOLDINGS INCPriority: Oct 5, 2005Filed: Sep 3, 2013Published: Jan 2, 2014
Est. expiryOct 5, 2025(expired)· nominal 20-yr term from priority
Inventors:David S. Kalt
G06Q 40/00G06Q 40/04G06Q 40/06
54
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Claims

Abstract

The invention relates to an improved means for interactive computerized communications having a facilitated capability for order entry and order execution, and providing an enhanced range of trading forms and methods to clients of brokerage firms dealing in financial instruments. In particular, the invention relates to a type of interactive computerized system and software program providing services based from trading patterns, to result in a more efficient and flexible range in the type of allowable trades, and that provides thereby innovative and strategic advantages to individual investors of brokerage firms, for actively managing financial instruments held in trading accounts.

Claims

exact text as granted — not AI-modified
1 . A system by which an investor can automatically and through online communications identify possible additional trading opportunities relative to a security identified as a target by the investor, said system comprising:
 a database comprising data regarding a past action input for each security in a group of securities, wherein the past action input for each security is one selected from the group consisting of buy, sell, sell short, buy to cover, buy to open, buy to close, sell to open, sell to close,   a target security entry display by which the investor identifies a target security selected from the group of securities and the investor identifies an action input from a group of action inputs for the target security, wherein the group of action inputs consist of buy, sell, sell short, buy to cover, buy to open, buy to close, sell to open, sell to close;   a processor that determines by review of the database the past action input of one or more securities in the group of securities that is the same as the action input of the target security within a time period designated by the investor; and   a display that displays all securities in the group of securities that have a past action input that is the same as the action input of the target security within the time period designated by the investor so that the investor can identify any additional trading opportunities relative to the target security.   
     
     
         2 . The system by which an investor can automatically and through online communications identify possible additional trading opportunities relative to a security identified as a target by the investor according to  claim 1 , wherein the database includes the past action inputs for one or more securities of the investor, the past action inputs for one or more securities of a plurality of investors within a trading service company, and the past action inputs for one or more securities of a plurality of investors external to the trading service company.

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