Charles Schwab Co., Inc.

Philip R Berber

David S Harding

Bradley J Swearingen

Richard Munoz, Jr

Gregory Scott Mogonye

Brant C Lewis

Gregory Ferris

A system for graphically differentiating user preferred securities from one another is disclosed. The system comprises a server system () and a client system (). The server system () is in communication with a security data source () that provides security data on a plurality of securities. The client system () is in communication with the server system () and provides M user specific criteria to the server system (). The server system () then analyzes the security data based upon the M user specific criteria and identifies user preferred securities from the plurality of securities. The server system () provides the client system () with data relating to the user preferred securities. The client system () uses N user specific parameters received from an input device () to generate an N dimensional graph that is populated with icons representing the user preferred securities, thereby graphically differentiating the user preferred securities from one another on a display device ().

Method and system for graphically differentiating user preferred securities from one another

Disclosed are methods and systems of executing securities trades. An exemplary system comprises a server system that is in communication with a client system, a security data source, and a trade execution location. The security data source provides security data relating to a plurality of securities to the server system. The client system provides user specific criteria to the server system. The server system then analyzes the security data based upon the criteria, identifies user preferred securities from the plurality of securities, and provides the client system with data relating to the user preferred securities. The client system uses N user specific parameters to generate and display an N dimensional graph that is populated with icons representing the user preferred securities. After a user preferred securities is selected from the graph and an order is requested, the client system sends the order to the server system.

Method and system for executing trades in a user preferred security

A system for executing trades in a user preferred security comprising a server system () in communication with a client system (), a security data source () and a trade execution location (). The security data source () provides security data relating to a plurality of securities to the server system (). The server system () analyzes the security data based upon M user specific criteria, and identifies user preferred securities from the plurality of securities and provides the client system () with data relating to the user preferred securities. The client system () uses N user specific parameters to generate and display an N dimensional graph that is populated with icons representing the user preferred securities. After a user preferred security is selected, the server system () routes the order to a trade execution location ().

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Austin, TX, United States of America

Philip R Berber