The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jun. 14, 2011

Filed:

Sep. 15, 2000
Applicants:

Bradley J. Swearingen, Round Rock, TX (US);

David S. Harding, Austin, TX (US);

Brant C. Lewis, Austin, TX (US);

Richard Munoz, Jr., Cedar Park, TX (US);

Gregory Scott Mogonye, Austin, TX (US);

Gregory Ferris, Austin, TX (US);

Philip R. Berber, Austin, TX (US);

Inventors:

Bradley J. Swearingen, Round Rock, TX (US);

David S. Harding, Austin, TX (US);

Brant C. Lewis, Austin, TX (US);

Richard Munoz, Jr., Cedar Park, TX (US);

Gregory Scott Mogonye, Austin, TX (US);

Gregory Ferris, Austin, TX (US);

Philip R. Berber, Austin, TX (US);

Assignee:

Charles Schwab & Co., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

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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