WO2006121733A3 - Method and apparatus for display of data with respect to a portfolio of tradable interests - Google Patents

Method and apparatus for display of data with respect to a portfolio of tradable interests Download PDF

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Publication number
WO2006121733A3
WO2006121733A3 PCT/US2006/017025 US2006017025W WO2006121733A3 WO 2006121733 A3 WO2006121733 A3 WO 2006121733A3 US 2006017025 W US2006017025 W US 2006017025W WO 2006121733 A3 WO2006121733 A3 WO 2006121733A3
Authority
WO
WIPO (PCT)
Prior art keywords
data
portfolio
user
trade
display
Prior art date
Application number
PCT/US2006/017025
Other languages
French (fr)
Other versions
WO2006121733A9 (en
WO2006121733A2 (en
Inventor
Steven N Tumen
Original Assignee
Equitec Proprietary Markets L
Steven N Tumen
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Equitec Proprietary Markets L, Steven N Tumen filed Critical Equitec Proprietary Markets L
Publication of WO2006121733A2 publication Critical patent/WO2006121733A2/en
Publication of WO2006121733A9 publication Critical patent/WO2006121733A9/en
Publication of WO2006121733A3 publication Critical patent/WO2006121733A3/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00Payment architectures, schemes or protocols
    • G06Q20/04Payment circuits
    • G06Q20/042Payment circuits characterized in that the payment protocol involves at least one cheque
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/10Tax strategies

Abstract

A computer display and method for displaying trading data for tradable interests includes receiving trade data from one or more exchanges and applying provides filters to the data to display for the liquidity provider/user data that is relevant to the liquidity provider/user's portfolio. The filter removes trading data of tradable interests not in the liquidity provider/user's portfolio and preferably also removes trades of less than a predetermined size. User selected filters permit filtering by exchange, security, date, and trade size. Trade data is displayed in colors to indicate trade status, and exchange, for example.
PCT/US2006/017025 2005-05-05 2006-05-04 Method and apparatus for display of data with respect to a portfolio of tradable interests WO2006121733A2 (en)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US67801605P 2005-05-05 2005-05-05
US60/678,016 2005-05-05
US70067705P 2005-07-19 2005-07-19
US60/700,677 2005-07-19

Publications (3)

Publication Number Publication Date
WO2006121733A2 WO2006121733A2 (en) 2006-11-16
WO2006121733A9 WO2006121733A9 (en) 2006-12-28
WO2006121733A3 true WO2006121733A3 (en) 2007-11-22

Family

ID=37397086

Family Applications (2)

Application Number Title Priority Date Filing Date
PCT/US2006/017025 WO2006121733A2 (en) 2005-05-05 2006-05-04 Method and apparatus for display of data with respect to a portfolio of tradable interests
PCT/US2006/017300 WO2006121814A2 (en) 2005-05-05 2006-05-05 Method and apparatus for display of data with respect to certain tradable interests

Family Applications After (1)

Application Number Title Priority Date Filing Date
PCT/US2006/017300 WO2006121814A2 (en) 2005-05-05 2006-05-05 Method and apparatus for display of data with respect to certain tradable interests

Country Status (2)

Country Link
US (2) US7822674B2 (en)
WO (2) WO2006121733A2 (en)

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US8341064B2 (en) * 2006-09-12 2012-12-25 Chicago Mercantile Exchange, Inc. Standardization and management of over-the-counter financial instruments
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US20080168370A1 (en) * 2007-01-08 2008-07-10 Infoexchange, Inc. Method and System for Providing Alerts to Clients Engaging in Security or Commodity Trading
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US8249972B2 (en) * 2007-11-09 2012-08-21 Chicago Board Options Exchange, Incorporated Method and system for creating a volatility benchmark index
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US10402902B1 (en) * 2013-03-15 2019-09-03 Cboe Exchange, Inc. Financial exchange system and method for processing retail price improvement orders
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US11244394B2 (en) * 2013-08-01 2022-02-08 Thomas LeRoy Pantelis Distributed software system and communications terminal to increase situational awareness in derivatives trading
EP2869215A1 (en) * 2013-10-31 2015-05-06 Hewlett-Packard Development Company, L.P. Tile-based graphical exploration of collections of objects
US11216874B2 (en) * 2017-03-09 2022-01-04 Jpmorgan Chase Bank, N.A. Method and system for aggregating foreign exchange measures

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US20040199450A1 (en) * 2003-03-10 2004-10-07 Chicago Mercantile Exchange, Inc. Derivatives trading methods that use a variable order price

Also Published As

Publication number Publication date
US7822674B2 (en) 2010-10-26
US7840479B2 (en) 2010-11-23
WO2006121814A3 (en) 2007-02-08
WO2006121814A2 (en) 2006-11-16
US20070005485A1 (en) 2007-01-04
US20070022054A1 (en) 2007-01-25
WO2006121733A9 (en) 2006-12-28
WO2006121733A2 (en) 2006-11-16

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