Systems and methods for dynamic currency pooling interfaces

Abstract

The present disclosure relates to methods and systems for resolving particular inefficiencies in typical computer systems that are unable to regard monetary exchanges without issue recognition and context. Pertinently, the present disclosure provides (a) improvement to computing systems via new instructions and rules, implemented using software and/or firmware, that enable efficient communications based on currency levels with other computers in a computerized trading network; (b) filtering of data and instructions to identify performance and client data, and instructions for trading, thereby resolving context and recognition of issues; and (c) new analysis process for the computing systems for checking currency balances for allocation in opportunistic-type or combination-type trades.

What is claimed is: 
     
         1 . A system connectable with a plurality of client devices and with at least one electronic currency source, the system comprising:
 a storage medium for storing a plurality of computer-readable code and at least one processor for executing one or more of the plurality of computer-readable code to:
 (a) receive data and instructions from one of the plurality of client devices and to filter the data and instructions using at least one of metadata or data patterns to identify:
 (i) performance data including one or more of an average currency balance, average interest-rate, average spread, and total interest rate; 
 (ii) client data corresponding to bank access information for an electronic bank account and to currency value corresponding to the electronic bank account; and 
 (iii) an instruction to execute at least one of opportunistic-type trades or combination-type trades using the currency value; 
 
 (b) communicate with the at least one electronic currency source using the bank access information to secure the currency value for use in the opportunistic-type trades or combination-type trades; 
 (c) execute the opportunistic-type or combination-type trades in accordance with the received instruction, wherein the opportunistic-type or combination-type trades use part or all of the currency value to iteratively secure currency positions from one or more second computerized exchanges in the network, and wherein each of the iteratively secured currency positions is verified as a positive variation of one or more of the performance data; and 
 (d) update the currency value after the opportunistic-type or combination-type trades are executed and to transmit for display to one of the plurality of client devices the updated currency value and a projected gain value calculated from the positive variation of each of the iteratively secured currency positions. 
   
     
     
         2 . The system according to  claim 1 , wherein each of the plurality of computer-readable code is an application programming interface (API). 
     
     
         3 . The system according to  claim 1 , wherein each of the plurality of computer-readable code includes sub-modules of computer-readable code that are designated to perform part of a function assigned to their corresponding computer-readable code. 
     
     
         4 . The system according to  claim 1 , wherein each of the plurality of computer-readable code is configured to encrypt communications with any of the at least one electronic currency source, the plurality of client devices, and other systems. 
     
     
         5 . The system according to  claim 1 , wherein each of the plurality of client devices comprises a client processor that executes an application for communicating with the first computerized exchange. 
     
     
         6 . The system according to  claim 1 , wherein currency values are received from an electronic bank account prior to executing the opportunistic-type or combination-type trades. 
     
     
         7 . The system according to  claim 1 , wherein the opportunistic-type trades include currency trades with currency having variations of up to +/−1.30% on a daily basis. 
     
     
         8 . The system according to  claim 1 , wherein the combination-type trades include currency trades with currency classified as available for the opportunistic-type trades and also available for non-opportunistic type trades. 
     
     
         9 . The system according to  claim 8 , wherein the non-opportunistic type trades include currency trades with currency having variations of less than +/−0.05% on a daily basis. 
     
     
         10 . The system according to  claim 1 , wherein the combination-type trades include currency trades where the currency value remains the same after each iteratively secured currency position. 
     
     
         11 . The system according to  claim 1 , wherein the combination-type trades include currency trades where the currency value is flattened or closed after one or more of each iteratively secured currency position. 
     
     
         12 . The system according to  claim 1 , wherein the currency value is transferred to a different unit of currency prior to executing the opportunistic-type or combination-type trades. 
     
     
         13 . The system according to  claim 1 , wherein the currency value is in a different unit of currency in each iteratively secured currency position. 
     
     
         14 . The system according to  claim 1 , wherein each of the one or more second computerized exchanges is designated to transact in a different unit of currency. 
     
     
         15 . A method comprising:
 receiving data and instructions from one of a plurality of client devices and filtering the data and instructions using metadata or data patterns to identify:
 (i) performance data including one or more of an average currency balance, average interest-rate, average spread, and total interest rate; 
 (ii) client data corresponding to bank access information for an electronic bank account and to currency value corresponding to the electronic bank account; and 
 (iii) an instruction to execute opportunistic-type trades or combination-type trades using the currency value; and 
   executing one or more of the plurality of computer-readable code to:
 (a) communicate with at least one electronic currency source using the bank access information to secure the currency value for use in the opportunistic-type trades or combination-type trades; 
 (b) execute the opportunistic-type or combination-type trades in accordance with the received instruction, wherein the opportunistic-type or combination-type trades use part or all of the currency value to iteratively secure currency positions from one or more second computerized exchanges in the network, and wherein each of the iteratively secured currency positions is verified as a positive variation of one or more of the performance data; and 
 (c) update the currency value after the opportunistic-type or combination-type trades are executed and to transmit for display to one of the plurality of client devices the updated currency value and a projected gain value calculated from the positive variation of each of the iteratively secured currency positions. 
   
     
     
         16 . The method according to  claim 15 , wherein each of the plurality of computer-readable code is an application programming interface (API). 
     
     
         17 . The method according to  claim 15 , wherein each of the plurality of computer-readable code includes sub-modules of computer-readable code that are designated to perform part of a function assigned to their corresponding computer-readable code. 
     
     
         18 . The method according to  claim 15 , wherein each of the plurality of computer-readable code is configured to encrypt communications with any of the at least one electronic currency source, the plurality of client devices, and other systems. 
     
     
         19 . The method according to  claim 15 , wherein each of the plurality of client devices comprises a client processor that executes an application for communicating with the first computerized exchange. 
     
     
         20 . The method according to  claim 15 , wherein the first computerized exchange transfers the currency value from the electronic bank account to the first computerized exchange prior to executing the opportunistic-type or combination-type trades. 
     
     
         21 . The method according to  claim 15 , wherein the opportunistic-type trades include currency trades with currency having variations of up to +/−1.30% on a daily basis. 
     
     
         22 . The method according to  claim 15 , wherein the combination-type trades include currency trades with currency classified as available for the opportunistic-type trades and also available for non-opportunistic type trades. 
     
     
         23 . The method according to  claim 22 , wherein the non-opportunistic type trades include currency trades with currency having variations of less than +/−0.05% on a daily basis. 
     
     
         24 . The method according to  claim 15 , wherein the combination-type trades include currency trades where the currency value remains the same after each iteratively secured currency position. 
     
     
         25 . The method according to  claim 15 , wherein the combination-type trades include currency trades where the currency value is flattened or closed after one or more of each iteratively secured currency position. 
     
     
         26 . The method according to  claim 15 , wherein the currency value is transferred to a different unit of currency prior to executing the opportunistic-type or combination-type trades. 
     
     
         27 . The method according to  claim 15 , wherein the currency value is in a different unit of currency in each iteratively secured currency position. 
     
     
         28 . The method according to  claim 15 , wherein each of the one or more second computerized exchanges is designated to transact in a different unit of currency. 
     
     
         29 . A method for displaying net opportunity values to facilitate currency pool trading on a graphical user interface, the method comprising:
 dynamically displaying first values in a plurality of clickable first locations of a gain display region, each clickable first location corresponding to a location of a respective gain value for one of a plurality of available currency balances, the plurality of available currency balances in different currencies, the plurality of clickable first locations associated with orders to transact corresponding available currency balances at a displayed implied interest rate;   dynamically displaying second values in a plurality of clickable second locations of a loss display region, each clickable second location corresponding to a location of a respective loss value for one of the plurality of available currency balances;   dynamically changing at least one of the first values from one of the plurality of clickable first locations to at least one of the second values in the plurality of clickable second locations, the changing upon a change of a corresponding implied interest rate for the at least one of the first values; and   in response to a selection of one of the plurality of clickable first locations or the plurality of clickable second locations, by single action of a user input device, initiating either (a) a trading record for a trade order associated with the selection or (b) a non-trading record to not transact a trade order associated with the selection.