Device, system, and method of generating a customized trade article

Abstract

Some embodiments include devices, systems and/or methods of generating a customized trade article. In one embodiment, a trade-article generator application is to receive trade information including a plurality of values of one or more trade-related parameters defining at least one trade with respect to at least one financial instrument, and to automatically generate a customized electronic trade article corresponding to the trade based on a predefined trade-article layout. Other embodiments are described and claimed.

What is claimed is: 
     
         1 . A system comprising:
 a computing device to receive trade information including a plurality of values of one or more trade-related parameters defining at least one trade with respect to at least one financial instrument, and to automatically generate a customized electronic trade article corresponding to the trade based on a predefined trade-article layout,   wherein the trade-article layout defines one or more sections to include one or more respective content elements,   wherein at least one of the content elements includes one or more placeholders to present the trade-related parameters,   and wherein the computing device is to generate the customized electronic trade article including the one or more content elements by inserting the values of the trade-related parameters into the one or more placeholders.   
     
     
         2 . The system of  claim 1 , wherein, based on one or more attributes of the trade, the computing device is to automatically select from a plurality of predefined content elements corresponding to a section, a content element to be included within the section. 
     
     
         3 . The system of  claim 2 , wherein the plurality of predefined content elements correspond to a plurality of trade scenarios, each trade scenario including a different combination of one or more attributes selected from one or more predefined sets of attribute types. 
     
     
         4 . The system of  claim 3 , wherein the computing device is to select the content element corresponding to a trade scenario including at least an asset type according to an asset type of the trade and a derivative-strategy group according to a derivative-strategy group of the trade. 
     
     
         5 . The system of  claim 3 , wherein the predefined sets of attribute types include at least one set selected from the group consisting of a predefined set of one or more asset-type attributes, a set of one or more derivative-strategy group attributes, a set of one or more derivative class attributes, and a set of one or more transaction attributes. 
     
     
         6 . The system of  claim 2 , wherein the at least one trade includes a structured trade including a plurality of trades with respect to a plurality of instruments, and wherein the computing device is to automatically select the content element to be included within the section based on one or more attributes of the structured trade. 
     
     
         7 . The system of  claim 6 , wherein the computing device is to automatically select the content element based on at least one of a number of the instruments, an order of two or more of the instruments, and a type of one or more of the instruments. 
     
     
         8 . The system of  claim 1 , wherein the computing device is to receive a plurality of strategy parameters defining strategy requirements with respect to one or more financial assets, to automatically determine at least one structured trade based on the strategy parameters, to provide trade information defining the structured trade to the computing device, and to automatically generate the customized electronic trade article corresponding to the structured trade. 
     
     
         9 . The system of  claim 8 , wherein the strategy parameters include at least one parameter selected from the group consisting of a base currency, a currency to be hedged, a hedging date, a maximal allowed cost of the structured trade, and a maximal allowed loss resulting from the structured trade. 
     
     
         10 . The system of  claim 1 , wherein the computing device is to provide a user with a plurality of predefined trade-article layouts, and to generate the customized electronic trade article based on a selected trade-article layout, which is selected by the user from the plurality of layouts. 
     
     
         11 . The system of  claim 1 , wherein the computing device is to redefine one or more of the sections based on instructions received from a user. 
     
     
         12 . The system of  claim 11 , wherein the computing device is to allow the user to perform at least one operation selected from the group consisting of rearranging a layout of the plurality of sections, formatting one or more of the sections, and modifying the content of one or more of the sections. 
     
     
         13 . The system of  claim 1 , wherein the trade article includes a trade idea. 
     
     
         14 . A product including a non-transitory storage medium having stored thereon instructions that, when executed by a machine, result in:
 receiving trade information including a plurality of values of one or more trade-related parameters defining at least one trade with respect to at least one financial instrument; and   automatically generating a customized electronic trade article corresponding to the trade based on a predefined trade-article layout,   wherein the trade-article layout defines one or more sections to include one or more respective content elements,   and wherein generating the customized electronic trade article comprises:
 based on one or more attributes of the trade, automatically selecting, for at least one of the sections, a predefined content element to be included in the section from a plurality of predefined content elements corresponding to the section; and 
 generating the customized electronic trade article including the at least one selected content element. 
   
     
     
         15 . The product of  claim 14 , wherein the plurality of predefined content elements correspond to a plurality of trade scenarios, each trade scenario including a combination of one or more attributes selected from one or more predefined sets of attribute types. 
     
     
         16 . The product of  claim 15 , wherein the instructions result in selecting the content element corresponding to a trade scenario including at least an asset type according to an asset type of the trade and a derivative-strategy group according to a derivative-strategy group of the trade. 
     
     
         17 . The product of  claim 15 , wherein the predefined sets of attribute types include at least one set selected from the group consisting of a set of one or more asset-type attributes, a set of one or more derivative-strategy group attributes, a set of one or more derivative class attributes, and a set of one or more transaction attributes. 
     
     
         18 . The product of  claim 14 , wherein the at least one trade includes a structured trade including a plurality of trades with respect to a plurality of instruments, and wherein the instructions result in automatically selecting the content element to be included within the section based on one or more attributes of the structured trade. 
     
     
         19 . A computer-based method comprising:
 receiving, by a computing device, trade information including a plurality of values of one or more trade-related parameters defining at least one trade with respect to at least one financial instrument; and   automatically generating, by the computing device a customized electronic trade article corresponding to the trade based on a predefined trade-article layout,   wherein the trade-article layout defines one or more sections to include one or more respective content elements,   and wherein generating the customized electronic trade article comprises:
 based on one or more attributes of the trade, automatically selecting, for at least one of the sections, a predefined content element to be included in the section from a plurality of predefined content elements corresponding to the section; and 
 generating the customized electronic trade article including the at least one selected content element. 
   
     
     
         20 . The product of  claim 19 , wherein the plurality of predefined content elements correspond to a plurality of trade scenarios, each trade scenario including a combination of one or more attributes selected from one or more predefined sets of attribute types, the method including selecting the content element corresponding to a trade scenario including at least an asset type according to an asset type of the trade.