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US 2010/0138357 A1Published application
Trading system
AssigneeMorgan Stanley (a Delaware corporation)
InventorHishaam Mufti-Bey
Life of this patent
Estimating the term…
Abstract
Systems and methods for facilitating trade idea utilization. In one embodiment, the method comprises creating a plurality of data grouping for new trade ideas, where each trade idea is associated with one or more financial products that are identified by an identifier in a financial product taxonomy. The trade idea is presented to an investor via a computer-based user interface. The investor may make the trade through the user interface.
Claims45
A computer-implemented method of facilitating trade idea utilization comprising:
- creating, using a computer system, a plurality of data groupings for new trade ideas, wherein data regarding the new trade ideas are stored in a database system associated with the computer system, wherein creation of a data grouping for a new trade idea comprises:
- displaying a new trade idea interface;
- entering trade idea description information;
- and
- associating the trade idea with one or more financial products, where each financial product is identified by an identifier in a financial product taxonomy;
- and
- presenting the trade idea, defined by the data grouping, over a computer network to a user by a user interface.
4 more elements
A system for facilitating trade idea utilization, comprising:
- one or more processors;
- a computer readable medium in communication with the one or more processors, wherein the computer readable medium stores instructions that when executed by the one or more processors cause the one or more processors to:
- receive an input and to create a data grouping for a new trade idea based on the input, the data grouping comprising:
- trade idea description information;
- and
- one or more identifiers from a financial product taxonomy, the one or more identifiers identifying a respective financial product associated with the trade idea;
- and
- generate a user interface configured to present the trade idea to a user based on the data grouping;
- and
- a storage device for storing a link between the trade idea and the one or more financial products associated with the trade idea.
7 more elements
An system for facilitating selection of a financial product asset class, comprising:
- one or more processors;
- and
- a storage device in communication with the one or more processors, the storage device storing instructions adapted to be executed by the one or more processors to:
- generate a user interface, the user interface configured to display information relating to financial products and to receive a user selection of a financial product asset class;
- receive market data from a plurality of information sources, each information source providing market data for financial products in one or more asset classes;
- and
- convert the market data for the selected asset class into a format used by the user interface for use in displaying the information.
4 more elements
A method for facilitating selection of a financial product asset class, comprising:
- generating, using a computer system, a user interface configured to display information relating to financial products and to receive a user selection of a financial product asset class, wherein the information relating to the financial products is stored in a database;
- receiving, by the computer system, market data from a plurality of information sources, each information source providing market data for financial products in one or more asset classes;
- and
- converting, by the computer system, the market data for the selected asset class into a format used by the user interface for use in displaying the information.
1 more element
A system for use in trading financial products, comprising:
- a storage device storing:
- a plurality of investor accounts for use in accessing the system, each account associated with a different investor and identifying an importance measure of the investor to a financial trading company;
- and
- a plurality of trade ideas, each trade idea published by the financial trading company and proposing a trade to be made of one or more financial products;
- and
- instructions adapted to be executed by a processor to generate a user interface, the user interface configured to:
- receive a login of an investor;
- display one or more trade ideas selected from the plurality of trade ideas stored in the storage based upon the importance measure of the investor;
- and
- provide one or more communication options enabling the investor to contact a representative of the financial trading company based upon the importance measure of the investor.
7 more elements
A method for facilitating the trading of financial products, comprising:
- storing, in a storage device:
- a plurality of investor accounts for use in accessing the system, each account associated with a different investor and identifying an importance measure of the investor to a financial trading company;
- and
- a plurality of trade ideas, each trade idea published by the financial trading company and proposing a trade to be made of one or more financial products;
- and
- generating, using a computer system in communication with the storage device, a user interface, the user interface configured to:
- receive a login of an investor;
- display one or more trade ideas selected from the plurality of trade ideas stored in the storage based upon the importance measure of the investor;
- and
- provide one or more communication options enabling the investor to contact a representative of the financial trading company based upon the importance measure of the investor.
7 more elements
A system for facilitating the trade of financial products, comprising:
- a plurality of sources of market data, each source of market data providing information about a plurality of financial products and identifying each financial product with an identifier particular to that source of market data;
- one or more processors programmed to generate a user interface, the user interface capable of displaying a trading interface for use in trading a financial product and configured to receive a user input of an identifier for a financial product;
- a storage device storing information about each of a plurality of financial products, the information comprising each of the particular identifiers used for the financial product and data for creating a link to a trading interface for trading the financial product;
- and
- wherein the one or more processors are further programmed to automatically convert the received user input of an identifier for a financial product into a link to the trading interface for trading the financial product.
2 more elements
Dependencies are inferred from the claim text.