专利快速检索-快速检索全球专利，免费商用专利数据库-IPRDB

1. 发明申请

US20100280976A1 SYSTEMS AND METHODS FOR RECOMMENDING INVESTMENT POSITIONS TO INVESTORS 审中-公开
标题翻译：建立投资者投资者地位的制度和方法
公开(公告)号：US20100280976A1
公开(公告)日：2010-11-04
申请号：US12755166
申请日：2010-04-06
申请人： Steven A. CARPENTER , Manu SHARMA , Sven JUNKERGARD
发明人： Steven A. CARPENTER , Manu SHARMA , Sven JUNKERGARD
IPC分类号： G06Q90/00
CPC分类号： G06Q40/06 , G06Q99/00
摘要： A method includes aggregating investment data and real-time trade data of investors. The method further includes ranking the investors according to investment performance derived from the investment data, and generating ratings for positions held by the investors using the ranking and the real-time trade data.
摘要翻译：一种方法包括投资数据和实时交易数据的汇总。该方法还包括根据投资数据得出的投资表现对投资者进行排名，并使用排名和实时交易数据，对投资者所持有的头寸产生评级。

2. 发明授权

US07242669B2 Method and system for multi-path routing of electronic orders for securities 有权
标题翻译：证券电子订单多路径路由方法与系统
公开(公告)号：US07242669B2
公开(公告)日：2007-07-10
申请号：US09729527
申请日：2000-12-04
申请人： Michael Bundy , Irfan Amanat , Vladimir Goldfeld
发明人： Michael Bundy , Irfan Amanat , Vladimir Goldfeld
IPC分类号： H04J1/16 , H04L12/28 , G06Q40/00
CPC分类号： G06Q40/04 , G06Q40/00
摘要： Methods and systems for selecting, in a broker-dealer system for automated trading of securities, a path for sending an order for securities to a terminus market, in which the broker-dealer system includes at least one port, the port being coupled through at least one path to at least one terminus market, wherein each path includes at least one direct link between a port and a market system and optionally one or more additional links between the said market system and other market systems, each path having a first terminus at a port and a second terminus at a terminus market, terminus markets being markets to which orders for securities are sent by the broker-dealer system.
摘要翻译：用于在用于自动交易证券的经纪交易商系统中选择用于向终端市场发送证券订单的路径的方法和系统，其中经纪交易商系统包括至少一个端口，所述端口通过至少一个至少一个终端市场的路径，其中每个路径包括端口和市场系统之间的至少一个直接链路以及可选地在所述市场系统和其他市场系统之间的一个或多个附加链路，每个路径具有第一终端一个港口和一个终端市场的第二个终端，终端市场是证券交易商系统发送证券的市场。

3. 发明授权

US11197148B2 Dynamic communication 有权
公开(公告)号：US11197148B2
公开(公告)日：2021-12-07
申请号：US16863102
申请日：2020-04-30
申请人： E*TRADE Financial Corporation
发明人： Sanjib Sahoo
IPC分类号： H04W8/22 , H04W4/18
摘要： The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.

4. 发明申请

US20200372582A1 STRATEGY BASED EXIT PLANNING FOR A TRADING SYSTEM 审中-公开
公开(公告)号：US20200372582A1
公开(公告)日：2020-11-26
申请号：US16993890
申请日：2020-08-14
申请人： E*TRADE Financial Corporation
发明人： Aric Forsythe
IPC分类号： G06Q40/06
摘要： A system for strategy-based exit planning comprises a processor and a memory. The processor is configured to receive an indication to create an exit plan; and create an exit plan for a strategy, wherein the strategy comprises one or more instruments. The memory is coupled to the processor and configured to provide the processor with instructions.

5. 发明授权

US10764401B2 Dynamic presentation 有权
公开(公告)号：US10764401B2
公开(公告)日：2020-09-01
申请号：US15886345
申请日：2018-02-01
申请人： E*TRADE FINANCIAL CORPORATION
发明人： Sanjib Sahoo
IPC分类号： G06F15/16 , H04L29/06 , G06F9/50 , G06F11/14 , H04L12/26 , H04L29/08
摘要： The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.

6. 发明授权

US10097989B2 Dynamic communication 有权
公开(公告)号：US10097989B2
公开(公告)日：2018-10-09
申请号：US13725201
申请日：2012-12-21
申请人： E*TRADE Financial Corporation
发明人： Sanjib Sahoo
IPC分类号： H04W8/22 , H04W4/18
摘要： The disclosed embodiments relate to provisioning of a service, such as a financial service, to a device, such as a mobile device operative to access the service wirelessly or otherwise, in a manner which efficiently provides a consistent user experience which meets a user's expectations as to the functionality and quality of the service, including the user interface therefore and service delivery, which leverages the available capacities of the devices through which the service is provided so as to maximize the functionality and quality of the provided service without diminishing the experience, i.e. without substantially reducing the quality or functionality.

7. 外观设计

USD796542S1 Display screen with a graphical user interface 有权
公开(公告)号：USD796542S1
公开(公告)日：2017-09-05
申请号：US29561784
申请日：2016-04-20
申请人： Aperture Group, LLC
设计人： Shahzad Bhatti , Steven Michael Busse , Douglas Alan Miles , Drew Matthew Santo , Aaron Jason Winkler

8. 外观设计

USD795921S1 Display screen with an animated graphical user interface 有权
公开(公告)号：USD795921S1
公开(公告)日：2017-08-29
申请号：US29561782
申请日：2016-04-20
申请人： Aperture Group, LLC
设计人： Shahzad Bhatti , Steven Michael Busse , Douglas Alan Miles , Drew Matthew Santo , Aaron Jason Winkler

9. 发明授权

US08538857B2 Online trading system having real-time account opening 有权
公开(公告)号：US08538857B2
公开(公告)日：2013-09-17
申请号：US12833111
申请日：2010-07-09
申请人： David Greene , Dennis Mierzwa , Ayman Abukhater , Michael Sievert
发明人： David Greene , Dennis Mierzwa , Ayman Abukhater , Michael Sievert
IPC分类号： G06Q40/00
CPC分类号： G06Q40/04 , G06Q20/10 , G06Q20/40 , G06Q40/06
摘要： In one embodiment, the online trading system having a real-time account opening process comprises one or more computers coupled to a network. The computers maintain a brokerage account database, and service web page requests received over the network. The web pages are preferably configured to implement a real-time account opening (RTAO) process that establishes new brokerage accounts in the account database. The RTAO process may include (a) obtaining contact information; (b) creating a new record in the brokerage account database for the contact information; (c) obtaining brokerage account application information; (d) updating the new record with the application information; (e) displaying a brokerage account contract; and (f) securing online agreement to said brokerage account contract. The process preferably also includes obtaining funding information to automatically initiate a transfer of funds to the brokerage account.

10. 发明申请

US20120296800A1 GLOBAL FOREIGN EXCHANGE SYSTEM 审中-公开
标题翻译：全球外汇交易系统
公开(公告)号：US20120296800A1
公开(公告)日：2012-11-22
申请号：US13527092
申请日：2012-06-19
申请人： Manolis TSAGARAKIS , Bea Calo
发明人： Manolis TSAGARAKIS , Bea Calo
IPC分类号： G06Q40/04
CPC分类号： G06Q30/06 , G06Q20/382 , G06Q40/04
摘要： A computerized trading system permits global currency trading. The system preferably includes multiple affiliates at the local level, each in a different country, that act as introducing agents. Between these local affiliates there is a global exchange or hub, with the local affiliates and the global hub being arranged in a hub-and-spoke arrangement. Introducing affiliates are responsible for handling customer accounts and information, and accepting orders. The global exchange is responsible for routing orders to one or more multiple foreign exchange liquidity banks to handle foreign exchange transactions to convert one currency into another.
摘要翻译：电脑交易系统允许全球货币交易。该系统优选地包括在地方一级的多个附属机构，每个在不同的国家，作为介绍代理人。在这些本地分支机构之间，还有一个全球性的交流中心，当地的分支机构和全球中心都是以轮询方式进行安排。介绍关联公司负责处理客户帐户和信息，并接受订单。全球交易所负责将订单转交给一个或多个多个外汇流动性银行，以处理外汇交易，将一种货币转换为另一种货币。

你已经成功收藏专利！

检索式保存成功!

IPRDB

热门服务

关于我们

友情链接

联系方式