Professional Documents
Culture Documents
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WO
WO
WO
WO
98/45830
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10/1998
1/1999
Manager User Interfaces , ” IEEE Computer Graphics and Applica
WO WO 01/27843 4/2001 tions ( Sep. 1998 ) , vol . 8 , No. 5 , pp . 65-84 .
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Sep. 21 , 2012 ( 3 pages ) .
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OTHER PUBLICATIONS 11 / 567,369 , dated Jun . 18 , 2012 ( 21 pages ).
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U.S. Patent Dec. 14 , 2021 Sheet 1 of 9 US 11,200,621 B2
10
USER 12
COMPUTER
14
USER USER
COMPUTER 12 COMPUTER -12
14 14
COMPUTER 16
NETWORK
15
SERVER 18
FIG . 1
U.S. Patent Dec. 14 , 2021 Sheet 2 of 9 US 11,200,621 B2
12
22 20 24
MEMORY AND CONTROL DISPLAY
STORAGE CIRCUITRY
26
USER INPUT
DEVICE
USER COMPUTER
FIG . 2
U.S. Patent Dec. 14 , 2021 Sheet 3 of 9 US 11,200,621 B2
30
FIG . 3
U.S. Patent Dec. 14 , 2021 Sheet 4 of 9 US 11,200,621 B2
LEX 130
CREF#TORMAENDTES
112 118 BUY SEL 148146
124
PLRAISCTE 18.10 1.30 16.25 16.65 13.50 13.65 15.20 14.10 12.80 7.0 10.50
1 1.51 PLMP
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COMENTS
MENT
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FIG
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DATE/PNAMEINSTRICE
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210
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M _ A T M UAUD
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STA US
2004
U.S. Patent Dec. 14 , 2021 Sheet 6 of 9 US 11,200,621 B2
COX 302
X30
X3018.35
X30130L8.20X30130L8.2518.30
MARKET
PLRAISCET 18.10 1.30 16.25 16.65 13.50 13.65 15.20 14.10 12.80 7.00 10.50 1 .0 10.70 1 .30 2.0 10 .0 FXOVTDPREIA4C7HWN1GEDX334SYMBOL X601-EUR
JPY
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FIG
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EUR
+ 1W
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JEUR/+PY_1M_ATM +EUR/JPY_2M_ATM ATM
JEUR
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300
U.S. Patent Dec. 14 , 2021 Sheet 7 of 9 US 11,200,621 B2
LOX
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420
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400
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U.S. Patent Dec. 14 , 2021 Sheet 8 of 9 US 11,200,621 B2
LEX COMENTS
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+ EUR
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+ JPY
JPY JPY + USD
USD USD + USD
+ USD
+ COMAND STAUS
U.S. Patent Dec. 14 , 2021 Sheet 9 of 9 US 11,200,621 B2
LEX
COMENTS
PLRAISCTE 18.10
16X 606 AP LY
608
600
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610
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number column 148 , any combination thereof, or any other Active orders tab 206 may be any selectable item that may
suitable information . be selected by a user to display information related to orders
US 11,200,621 B2
9 10
for trades of financial instruments. Trade history tab 208 , Apply button 422 may be selected by a user when the user
when selected by a user, may display a list of trades of has completed selecting the financial performance items to
financial instruments that have been made by the user. be displayed during instrument inspection . Selection of
Market history tab 210 , when selected by a user, may display apply button 422 may retain the settings of selected financial
a list of historical financial performance information (e.g. , 5 performance items in the financial instrument inspection
52 week high, 52 week low , 52 week range, trading volume , application . Apply button 422 may be a graphical button or
etc. ) for a financial instrument (e.g. , stock , bond, futures , any other suitable selectable item .
options , etc.) in a particular market. For example, selection Clear button 424 may be selected by the user to deselect
of market history tab 210 by a user may provide historical all financial performance data items that may have been
financial performance information on IBM stock traded on 10 previously selected . Clear button 424 may be a graphical
the New York Stock Exchange. Status tab 212 , when button or any other suitable selectable item .
selected by a user, may display the status of at least one Cancel button 426 may be selected by the user to exit
particular trade . For example , a user may select status tab financial performance data configurations window 408 .
212 to view whether a set of requested trades have been Selection of cancel button 426 may cause any settings
executed . 15 modifications that may have been made prior to selecting
FIG . 6 is an illustrative financial performance application cancel button 426 not to be retained by the financial instru
display 300 , which may include detached trading view ment inspector application .
window 302. Detached trading view window 302 is similar Selection of format tab 412 by the user may display
to detached trading view window 202 described above and financial performance data configurations window 500 illus
illustrated in FIG . 5. As illustrated in FIGS . 5-6 , detached 20 trated in FIG . 8. A user may spatially locate financial
trading view windows (e.g. , detached trading view window information in financial performance data configurations
202 and 302 ) may be configured by the user to be in any window 500. For example , a user input device ( e.g. , user
location in the financial instrument inspector application input device 26 of FIG . 2 ) may allow a user to move
display (e.g. , display 200 , display 300 , etc. ) . previously selected financial performance items ( e.g. , return
FIG . 7 is an illustrative financial instrument inspector 25 on equity, return on investment, current assets, current
application display 400 containing financial performance liabilities, market capitalization , total assets, working capi
data configurations window 408 that may allow a user to tal , etc.) into a presentation format. Alternatively, default
configure the viewable financial performance information of financial performance items may be located spatially within
a financial instrument. financial performance data configurations window 500 if
A user may view financial performance data configura- 30 financial performance data items have not previously been
tions window 408 from financial instrument inspector appli- selected .
cation display 400. For example, a user may select menu Financial instrument market symbol 502 may be the
item (e.g. , ns , view , options , etc.) from menu options symbol associated with the financial instrument be
bar 402 in order to view display 408. Alternatively, a user inspected. In the format configuration financial performance
may select aa financial instrument ( e.g. , financial instrument 35 data configurations window 500 , financial instrument mar
406 ) in order to view financial performance data configu- ket symbol 502 may be aa generic symbol that may be freely
rations window 408. Financial performance data configura- moved so that the user may define the location of financial
tions window 408 may be displayed on financial instrument instrument market symbol 502 .
inspector application display 400 , a different display from Performance graph 504 may be a graph, chart or other
display 400 , or in any suitable location. 40 form of a graphical nature depicting the financial perfor
Financial performance data configurations window 408 mance of an investment instrument over a particular period
may contain several different selectable tabs or items (e.g. , of time . The range of time may be selectable by the user. The
select data tab 410 , format tab 412 , market tab 414 , etc. ) scale of the axes of the chart or graph may also be configured
which may display information related to the selected tab . by the user (e.g. , using user input device 26 of FIG . 2 ) .
For example , if select data tab 410 is selected by the user, 45 Performance graph 504 may be displayed when format tab
financial performance criteria 416 (e.g. , return on equity, 412 ( FIG . 7 ) is selected , depending on whether such a graph
return on investment, current assets, current liabilities, mar- was selected by a user from the list of available financial
ket capitalization, 52 week high , 52 week low , 52 week performance information . Performance graph 504 may be
performance graph , total assets, working capital, etc. ) may freely moved about financial performance data configura
be displayed such that a user may select from financial 50 tions window 500 by a user to a desired location .
performance criteria 416 in order to configure the financial Data items 506 may be related to performance graph 504 .
performance information displayed when a user performs Data items 506 may be displayed if a user has selected these
instrument inspection . Financial performance criteria 416 items from the list of available financial performance infor
displayed to the user may relate to the type of financial mation . Alternatively, default financial performance infor
instrument inspection . For example, the financial perfor- 55 mation that may relate to performance graph 504 may be
mance criteria displayed may be different for stocks , bonds ,displayed if the user has not previously selected financial
futures , options , or other suitable financial instruments. performance information (e.g. , selecting data element 418 of
Selectable financial performance items 416 may be data list 416 in FIG . 7) . Data items 506 may be spatially
selected by a user by selecting selection boxes 418. Selec- moved about window 500 by a user to a desired location .
tion boxes 418 may be checkboxes or any other appropriate 60 Selected financial performance data 506 may be displayed
selectable items . Multiple selection boxes may be selected in the window only if the items have been selected by the
by the user in order to have multiple financial performance user from the list of financial performance items . The
data items listed during instrument inspection . Scroll bar location of the financial performance data may be moved
420 may be used to scroll through the list of selectable throughout the window . Items may be moved individually or
financial performance items. Scroll bar may not be necessary 65 in selectable groups .
if the amount of information to be displayed fits appropri- Apply button 510 may be selected by a user when the user
ately in a given area . has completed arranging the location of financial perfor
US 11,200,621 B2
11 12
mance data items to be displayed during instrument inspec- button 608 to complete the selection process . Selection of
tion . After selecting the arrangement of information for cancel button 612 may discontinue the configuration pro
financial instruments, selection of apply button 510 may cess .
retain the positions such that when a user selects an instru- Accordingly, systems and methods for a financial instru
ment for inspection , the desired information may be pre- 5 ment inspector are provided. It will be understood that the
sented in the selected format. Selecting clear button 512 may foregoing is merely illustrative of the principles of the
return the financial performance data items to a predeter invention and the various modifications can be made by
mined default location in financial performance data con those skilled in the art without departing from the scope and
figurations window 500. Cancel button 514 may be selected spirit of the invention , which is limited only by the claims
by the user to exit a configuration session . Cancel button 10 that follow .
What is claimed is :
may be a graphical button or any other suitably selectable 1. A method comprising:
item . Selection of cancel button 514 may cause any settings generating an electronic signal for causing to be displayed
modifications related to selection of financial performance at a graphical user interface of an electronic display
that may have been made prior to selecting the cancel button 15 device, by at least one processor of at least one com
not to be retained . puter in electronic communication with at least one
Turning again to FIG . 7 , when market tab 410 is selected other computer via an electronic communications net
by the user, financial performance data configurations win work , a plurality of data items in a spatial arrangement;
dow 600 of FIG . 9 may be displayed. Financial performance generating an electronic signal for causing to be displayed
data configurations window 600 may include a list of 20 at the electronic display device, by the at least one
markets to select from such that a set of financial perfor- processor , a configurations window at the graphical
mance data and a presentation format for the performance user interface, the configurations window including a
data may be associated with a particular market. plurality of selectable tabs , the plurality of selectable
Selectable market categories 602 may be selected by a tabs including a select data tab, a format tab and a
user to associate preferences of financial performance data 25 market tab , and the configurations window configured
and the presentation formation of the data with a particular to overlay a financial instrument listings window at the
market ( e.g. , stock market, bond market, futures market, graphical user interface in response to user interaction
etc. ) . Thus, when a user selects an investment instrument for with the graphical user interface;
inspection , the financial performance data and the manner in receiving , by the at least one processor, electronic data
which the information is displayed may differ amongst 30 representing a user selection of at least one market from
financial instruments, depending upon the market ( e.g. , a list of markets in response to user interaction with the
stock market, bond market, futures market, etc. ) for the market tab ;
financial instrument. More than one market may be selected receiving , by the at least one processor, electronic data
by a user to be affiliated with the selected financial perfor- representing a user selection of the plurality of data
mance information and the presentation format. 35 items from aa list of data items relating to performance
Selectable buttons 604 may be radio buttons , check boxes , of financial instruments in the selected at least one
or any other suitable selectable graphical items. market in response to user interaction with the select
Scroll bar 606 may be used to scroll through the list of data tab , wherein the list of data items is linked to the
selectable market categories (e.g. selectable market catego- list of markets such that availability of data items on the
ries 602 ) . Scroll bar may not be necessary if the amount of 40 list of data items varies for selectable markets of the list
information to be displayed fits appropriately in a given area . of markets ;
Apply button 608 may be selected by a user when the user generating an electronic signal for causing altering, at the
has completed selecting the financial performance data items graphical user interface of the electronic display
to be displayed during instrument inspection . Selection of device, a spatial position of a first subset of the plurality
apply button 608 may retain the setting of selected items. 45 of data items relative to a spatial position of a second
Apply button may be any suitable selectable item . subset of the plurality of data items in response to user
Clear button 610 may be selected by the user to deselect interaction with the format tab ;
all financial performance data items that had been previously generating an electronic signal for causing the at least one
selected . Clear button 610 may be any suitable selectable processor to save the altered spatial position of the first
item . 50 subset of the plurality of data items and the altered
Cancel button 612 may be selected by the user to exit a spatial position of the second subset of the plurality of
configuration session . Selection of cancel button 612 may data items in memory ;
cause any settings modifications related to selection of receiving , by the at least one processor, electronic data
financial performance that may have been made prior to representing a user selection of a financial instrument,
selecting the cancel button not to be retained . Cancel button 55 wherein the user selection of the financial instrument
612 may be any suitable selectable item . occurs in the financial instrument listings window ;
The user may elect to configure the type and format of the generating an electronic signal for causing to be displayed
financial performance information displayed during instru in the graphical user interface at the electronic display
ment inspection . Investment instruments which are traded in device , by the at least one processor, the first subset of
different markets may be configured to display particular 60 the plurality of data items and the second subset of the
performance information in a specific presentation display . plurality of data items in an inspection window of the
The selection of the market may precede the selection of graphical user interface in response to receiving the
financial performance data and its arrangement. The initial user selection such that:
selection of the market may alter the number of selectable the first and second subsets are displayed in the saved
performance data items . The user may select clear button 65 altered spatial position in the inspection window , but
610 to deselect all of items in markets list 602. When a user only when the selected financial instrument belongs
has finished selecting the markets, the user may select apply to the at least one selected market , and
US 11,200,621 B2
13 14
the inspection window is displayed concurrently with execute a trade associated with the selected financial instru
the financial instrument listings window of the ment in response to user interaction , and the buy and sell
graphical user interface; and buttons are arranged adjacent to the first and second subsets
generating an electronic signal for causing to be displayed 5 of the plurality of data items in the inspection window of the
at the electronic display device , by the at least one graphical user interface.
processor, data values of the plurality of data items in 11. An apparatus comprising:
the inspection window in response to receiving the user at least one processor of at least one computer in elec
selection , wherein the data values indicate performance tronic communication with at least one other computer
of the selected financial instrument. via an electronic communications network ; and
2. The method of claim 1 further comprising: 10
at least one memory having instructions stored thereon
causing to be displayed, by the at least one processor, a that are configured to , when executed , cause the at least
graph in response to receiving the user selection of the one processor to :
financial instrument; and generate an electronic signal to cause to display at a
causing to be displayed , by the at least one processor,
graphics in the graph in response to receiving the user 15 graphical user interface of an electronic display
selection , wherein the graphics indicate performance of device a plurality of data items in a spatial arrange
the selected financial instrument over a period of time . ment;
3. The method of claim 2 further comprising: generate an electronic signal for causing to display at
causing to be displayed, by the at least one processor, the the electronic display device a configurations win
graph ; 20 dow at the graphical user interface, the configura
altering the spatial position of the graph relative to the tions window including a plurality of selectable tabs ,
spatial positions of the plurality of data items in the plurality of selectable tabs including a select data
response to receiving a second user input; and tab , a format tab and aa market tab, and the configu
saving the altered spatial position of the graph, wherein : rations window configured to overlay a financial
the graph is displayed in the saved altered spatial position 25 instrument listings window at the graphical user
in response to receiving the user selection. interface in response to user interaction with the
4. The method of claim 1 further comprising receiving a graphical user interface;
user selection of the plurality of data items prior to display- receive electronic data representing a user selection of
ing the plurality of data items in the spatial arrangement, at least one market from aa list of markets in response
wherein the user selection comprises selecting a symbol 30 to user interaction with the market tab ;
corresponding to the financial instrument from a list of receive electronic data representing a user selection of
symbols displayed in aa column in the financial instrument the plurality of data items from a list of data items
listings window . relating to performance of financial instruments in
5. The method of claim 1 wherein the financial instrument the selected at least one market in response to user
listings window comprises: 35 interaction with the select data tab , wherein the list
a first column listing a plurality of symbols representing of data items is linked to the list of markets such that
respective financial instruments, and availability of data items on the list of data items
a second column listing a plurality of data values indi varies for selectable markets of the list of markets;
cating performance of the respective financial instru- generate an electronic signal to cause to alter, at the
ments . 40 graphical user interface displayed in the electronic
6. The method of claim 1 further comprising displaying a display device, a spatial position of a first subset of
financial instrument calculator in the inspection window . the plurality of data items relative to a spatial posi
7. The method of claim 1 further comprising receiving the tion of a second subset of the plurality of data items
user selection of the at least one market prior to displaying in response to user interaction with the format tab ;
the plurality of data items in the saved altered spatial 45 generate an electronic signal to cause the altered spatial
arrangement. position of the first subset of the plurality of data
8. The method of claim 7 wherein the plurality of data items and the altered spatial position of the second
items is selected by default in response to receiving the user subset of the plurality of data items to be saved in the
selection of the at least one market. at least one memory ;
9. The method of claim 7 further comprising: 50 receive electronic data representing a user selection of
receiving, by the at least one processor, a user selection of a financial instrument, wherein the user selection of
a different financial instrument; the financial instrument occurs in the financial instru
causing to be displayed, by the at least one processor, the ment listings window ;
first subset of the plurality of data items and the second generate an electronic signal to cause to display in the
subset of the plurality of data items in response to 55 graphical user interface at the display device the first
receiving the user selection of the different financial subset of the plurality of data items and the second
instrument, wherein the first subset is displayed in the subset of the plurality of data items in an inspection
saved altered spatial position in the graphical user window of the graphical user interface in response to
interface; and receiving the user selection , wherein the first subset
causing to be displayed , by the at least one processor, 60 and second subset are displayed in the saved altered
values of the plurality of data items in the inspection spatial position in the inspection window , but only
window in response to receiving the user selection of when the selected financial instrument belongs to the
the different financial instrument, wherein the data at least one selected market, and wherein the first and
values indicate performance of the selected different second subsets are caused to be displayed in the
financial instrument. 65 inspection window concurrently with the financial
10. The method of claim 7 wherein the inspection window instrument listings window of the graphical user
includes a buy button and a sell button each configured to interface; and
US 11,200,621 B2
15 16
generate an electronic signal to cause to display at the the select data tab , wherein the list of data items is
display device data values of the plurality of data linked to the list of markets such that availability of
items in the inspection window in response to receiv data items on the list of data items varies for selectable
ing the user selection , wherein the data values indi- markets of the list of markets ;
cate performance of the selected financial instru- 5 generate an electronic signal to cause to alter, at the
ment. graphical user interface displayed in the electronic
12. The apparatus of claim 11 wherein the instructions are display device, a spatial position of aa first subset of the
further configured to cause the at least one processor to : plurality of data items relative to a spatial position of a
display a graph in response to receiving the user selection second subset of the plurality of data items in response
of the financial instrument; and 10 to user interaction with the format tab ;
display graphics in the graph in response to receiving the generate an electronic signal to cause the altered spatial
user selection , wherein the graphics indicate perfor- position of the first subset of the plurality of data items
mance of the selected financial instrument over a period and the altered spatial position of the second subset of
of time . the plurality of data items to be saved in memory ;
13. The apparatus of claim 12 wherein the instructions are 15 receive electronic data representing a user selection of a
further configured to cause the at least one processor to : financial instrument, wherein the user selection of the
display the graph ; financial instrument occurs in the financial instrument
alter the spatial position of the graph relative to the spatial listings window ;
positions of the plurality of data items in response to generate an electronic signal to cause to display in the
receiving a second user input ; and 20 graphical user interface at the display device the first
save the altered spatial position of the graph , wherein : subset of the plurality of data items and the second
the graph is displayed in the saved altered spatial position subset of the plurality of data items in response to
in response to receiving the user selection . receiving the user selection, wherein the first subset and
14. The apparatus of claim 11 wherein the instructions are 25 the second subset are displayed in the saved altered
further configured to : spatial position in an inspection window of the graphi
cause the at least one processor to receive a user selection cal user interface, but only when the selected financial
of the plurality of data items prior to displaying the instrument belongs to the at least one selected market,
plurality of data items in the spatial arrangement; wherein the first and second subsets are caused to be
receive a user selection of a different financial instrument; displayed in the inspection window concurrently with
display the first subset of the plurality of data items and 30 the financial instrument listings window of the graphi
the second subset of the plurality of data items in cal user interface; and
response to receiving the user selection of the different generate an electronic signal to cause to display at the
financial instrument, wherein the first subset is dis display device data values of the plurality of data items
played in the altered spatial position ; and in the inspection window in response to receiving the
display values of the plurality of data items in response to 35 user selection , wherein the data values indicate perfor
receiving the user selection of the different financial mance of the selected financial instrument.
instrument, wherein the data values indicate perfor- 17. The article of manufacture of claim 16 in which the
mance of the selected different financial instrument. computer -readable medium to store instructions which ,
15. The apparatus of claim 11 wherein when executed by the processor, direct the processor to :
the user selection comprises selecting a symbol corre- 40 display a graph in response to receiving the user selection
sponding to the financial instrument from a list of of the financial instrument; and
symbols displayed in a column in the financial instru- display graphics in the graph in response to receiving the
ment listings window . user selection, wherein the graphics indicate perfor
16. An article of manufacture comprising a computer mance of the selected financial instrument over a period
readable medium that is non -transitory , in which the com- 45 of time.
puter - readable medium to store instructions which, when 18. The article of manufacture of claim 17 in which the
executed by a processor, direct the processor to : computer-readable medium to store instructions which ,
generate an electronic signal to cause to display at a when executed by the processor, direct the processor to :
graphical user interface of an electronic display device display the graph;
a plurality of data items in a spatial arrangement; 50 alter the spatial position of the graph relative to the spatial
generate an electronic signal to cause to be displayed at positions of the plurality of data items in response to
the electronic display device, a configurations window receiving a second user input; and
at the graphical user interface, the configurations win- save the altered spatial position of the graph, wherein :
dow including a plurality of selectable tabs , the plural- the graph is displayed in the saved altered spatial position
ity of selectable tabs including a select data tab , a 55 in response to receiving the user selection .
format tab and a market tab , and the configurations 19. The article of manufacture of claim 16 in which the
window configured to overlay a financial instrument computer- readable medium to store instructions which ,
listings window at the graphical user interface in when executed by the processor, direct the processor to :
response to user interaction with the graphical user cause the processor to receive a user selection of the
interface; 60 plurality of data items prior to displaying the plurality
receive electronic data representing a user selection of at of data items in the spatial arrangement;
least one market from a list of markets in response to receive a user selection of a different financial instrument;
user interaction with the market tab ; display the first subset of the plurality of data items and
receive electronic data representing a user selection of the the second subset of the plurality of data items in
plurality of data items from aa list of data items relating 65 response to receiving the user selection of the different
to performance of financial instruments in the selected financial instrument, wherein the first subset is dis
at least one market in response to user interaction with played in the altered spatial position ; and
US 11,200,621 B2
17 18
display values of the plurality of data items in response to
receiving the user selection of the different financial
instrument, wherein the data values indicate perfor
mance of the selected different financial instrument.
5
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