IP Library Granted Patent US 7,707,100
Granted Patent B2
US 7,707,100 · App. 11/480,078 · Granted Apr 27, 2010

System and method for displaying trend indications

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Quick Facts
Patent No.
US 7,707,100
App. No.
11/480,078
Granted
Apr 27, 2010
Kind
B2
Abstract

A system and method for displaying a trend indication using a primary and secondary indicia. The primary indicium corresponds to an overall trend indication and the secondary indicia relate to the reliability of the overall trend indication. The secondary indicia correspond to a trend indication for each phase of the selected analysis strategy. The secondary indicia provide the user with a quick and easy methodology to ascertain the reliability of the overall trend indication based on the concurrence or disagreement of the secondary indicia with the primary indicium.

Claims (66)

1. A system for producing a trend indication to trade a security, the system comprising:

a processor configured to analyze security market data according to an analysis strategy;

a network connection in communication with the processor and the processor receiving market security data through the network connection from an external source, the processor generating an overall trend indication to trade a security based on analysis of the security market data, wherein the analysis strategy has a plurality of phases;

a display in electrical communication with the processor, the processor being configured to render a primary signal indicium and at least one secondary signal indicium on the display, the primary signal indicium being displayed in a first portion of a display area wherein the primary signal indicium is indicative of the overall trend indication to trade the security based on at least one phase of the plurality of phases, the at least one secondary signal indicium being displayed in a second portion of the display area, each secondary signal indicium being based on a phase of the plurality of phases of the analysis strategy, wherein the at least one secondary signal indicium is indicative of the reliability of the overall trend indication; and

wherein selecting a second analysis strategy will automatically generate the overall trend indications based on the second analysis strategy for each security of the portfolio of securities and update the plurality of primary signal indicia and the plurality of secondary signal indicia for each security of the portfolio of securities.

2. The system according to claim 1 , wherein

the overall trend indication includes one of an uptrend, downtrend, and neutral status.

3. The system according to claim 1 , wherein

the at least one trend indication of the plurality of phases includes one of an uptrend, downtrend, and neutral status.

4. The system according to claim 1 , wherein

selecting the primary or the at least one secondary signal indicium displays a graphical representation of the analysis to a user.

5. The system according to claim 1 , wherein

selecting the primary or the at least one secondary signal indicium displays an interface configured to edit analysis parameters.

6. The system according to claim 1 , wherein

the primary signal indicium and the at least one secondary signal indicium form a contiguous display region.

7. The system according to claim 1 , wherein

signal indicia of the at least one secondary signal indicium are arranged in a series configuration.

8. The system according to claim 1 , wherein

the at least one secondary signal indicium comprises a first, second, and third secondary indicium arranged in a series configuration, the second secondary indicium having a first and second opposite edge, the first secondary indicium being located adjacent the first edge of the second secondary indicium, and the third secondary indicium being located adjacent the second edge of the second secondary indicium.

9. The system according to claim 1 , wherein

the at least one secondary signal indicium is arranged about the periphery of the primary signal indicium.

10. The system according to claim 1 , wherein

a signal indicium of at least one secondary signal indicium is rendered in a first, second, or third color corresponding to the overall trend indication of the primary signal indicium when the signal indicium is in agreement with the primary signal indicium, and the signal indicium is rendered in a fourth color when the signal indicium is not in agreement with the primary signal indicium.

11. A method for displaying a trend indication to trade a security, the method comprising:

acquiring security market data;

analyzing the security market data according to an analysis strategy by a processor;

generating an overall trend indication to trade a security based on analysis of the security market data, wherein the analysis strategy has a plurality of phases each of which is indicative of a trend indication;

displaying a primary signal indicium on a display in a first portion of a display area wherein the primary signal indicium is indicative of the overall trend indication to trade the security based on at least one phase of the plurality of phases;

displaying at least one secondary signal indicium on the display in a second portion of the display area, each secondary signal indicium being based on a phase of the plurality of phases of the analysis strategy, wherein each secondary signal indicium is indicative of the reliability of the overall trend indication; and

wherein selecting a second analysis strategy will automatically generate the overall trend indications based on the second analysis strategy for each security of the portfolio of securities and update the plurality of primary signal indicia and the plurality of secondary signal indicia for each security of the portfolio of securities; and

displaying a graphical representation of the analysis in response to selecting the primary or the at least one secondary signal indicium.

12. A method for displaying a trend indication to trade a security, the method comprising:

acquiring security market data;

analyzing the security market data according to an analysis strategy by a processor;

generating an overall trend indication to trade a security based on analysis of the security market data, wherein the analysis strategy has a plurality of phases each of which is indicative of a trend indication;

displaying a primary signal indicium on a display in a first portion of a display area wherein the primary signal indicium is indicative of the overall trend indication to trade the security based on at least one phase of the plurality of phases;

displaying at least one secondary signal indicium on the display in a second portion of the display area, each secondary signal indicium being based on a phase of the plurality of phases of the analysis strategy, wherein each secondary signal indicium is indicative of the reliability of the overall trend indication; and

wherein selecting a second analysis strategy will automatically generate the overall trend indications based on the second analysis strategy for each security of the portfolio of securities and update the plurality of primary signal indicia and the plurality of secondary signal indicia for each security of the portfolio of securities; and

displaying an interface configured to edit analysis parameters in response to selecting the primary or the at least one secondary signal indicium.

13. A method for displaying a plurality of trend indications to trade a portfolio of securities, the method comprising:

acquiring security market data for a plurality of securities;

selecting an analysis strategy for each security from a plurality of analysis strategies;

analyzing the security market data for each security according to the selected analysis strategy by a processor;

generating a plurality of overall trend indications to trade a security based on analysis of the security market data for the security, wherein the analysis strategy has a plurality of phases each of which is indicative of a trend indication;

displaying each primary signal indicium from a plurality of primary signal indicia on a display in a first portion of a display area wherein the primary signal indicia are indicative of the overall trend indication to trade the security based on at least one phase of the plurality of phases;

displaying each at least one secondary signal indicium of a plurality of at least one secondary signal indicia on the display in a second portion of the display area, each secondary signal indicium being based on a phase of the plurality of phases of the analysis strategy, wherein each secondary signal indicium is indicative of at least one trend indication of the plurality of phases; and

wherein selecting a second analysis strategy will automatically generate the overall trend indications based on the second analysis strategy for each security of the portfolio of securities and update the plurality of primary signal indicia and the plurality of secondary signal indicia for each security of the portfolio of securities.

14. The method according to claim 13 , wherein the overall trend indication includes one of an uptrend, downtrend, and neutral status.

15. The method according to claim 13 , wherein

the trend indication of each of the plurality of phases includes one of an uptrend, downtrend, and neutral status.

16. The method according to claim 13 , wherein

the primary signal indicium and the at least one secondary signal indicium are displayed in a contiguous region.

17. The method according to claim 13 , wherein

signal indicia of the at least one secondary signal indicium are arranged in a series configuration.

18. The method according to claim 13 , wherein

the at least one secondary signal indicium are arranged such that a first, second, and third secondary indicium are arranged in a series configuration, the second secondary indicium having a first and second opposite edge, the first secondary indicium is located adjacent the first edge of the second secondary indicium, and the third secondary indicium is located adjacent the second edge of the second secondary indicium.

19. The method according to claim 13 , wherein

the at least one secondary signal indicium is arranged about the periphery of the primary signal indicium.

20. A method for displaying a trend indication to trade a security, the method comprising:

acquiring security market data;

analyzing the security market data according to an analysis strategy by a processor;

generating an overall trend indication to trade a security based on analysis of the security market data, wherein the analysis strategy has a plurality of phases each of which is indicative of a trend indication;

displaying a primary signal indicium on a display in a first portion of a display area wherein the primary signal indicium is indicative of the overall trend indication to trade the security based on at least one phase of the plurality of phases;

displaying at least one secondary signal indicium on the display in a second portion of the display area, each secondary signal indicium being based on a phase of the plurality of phases of the analysis strategy, wherein each secondary signal indicium is indicative of the reliability of the overall trend indication; and

wherein selecting a second analysis strategy will automatically generate the overall trend indications based on the second analysis strategy for each security of the portfolio of securities and update the plurality of primary signal indicia and the plurality of secondary signal indicia for each security of the portfolio of securities; and

wherein a signal indicium of at least one secondary signal indicium is rendered in a first, second, or third color corresponding to the overall trend indication of the primary signal indicium when the signal indicium is in agreement with the primary signal indicium, and the signal indicium is rendered in a fourth color when the signal indicium is not in agreement with the primary signal indicium.

Assignments (8)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 7, 2019
From: HJARTBERG, JON S.; THOMPSON, CHARLES
To: INTERACTIVE DATA CORPORATION
Reel/Frame 049402/0617 →
CHANGE OF NAME Recorded Jul 18, 2018
From: INTERACTIVE DATA CORPORATION
To: ICE DATA SERVICES, INC.
Reel/Frame 046581/0475 →
RELEASE OF SECURITY INTEREST Recorded Dec 14, 2015
From: BANK OF AMERICA, N.A.
To: INTERACTIVE DATA PRICING AND REFERENCE DATA LLC; INTERACTIVE DATA CORPORATION
Reel/Frame 037283/0704 →
SECURITY INTEREST Recorded May 6, 2014
From: INTERACTIVE DATA CORPORATION, AS GRANTOR
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 032825/0970 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS (REEL: 024755\FRAME:0712) Recorded May 5, 2014
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: INTERACTIVE DATA CORPORATION, AS GRANTOR; INTERACTIVE DATA PRICING AND REFERENCE DATA, LLC, A DE LLC, AS GRANTOR
Reel/Frame 032825/0478 →
CHANGE OF NAME Recorded Jul 13, 2012
From: INTERACTIVE DATA PRICING AND REFERENCE DATA, INC.
To: INTERACTIVE DATA PRICING AND REFERENCE DATA LLC
Reel/Frame 028553/0844 →
SECURITY AGREEMENT Recorded Jul 29, 2010
From: INTERACTIVE DATA CORPORATION; INTERACTIVE DATA PRICING AND REFERENCE DATA, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024755/0712 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 27, 2006
From: HJARTBERG, JON S.; THOMPSON, CHARLES
To: INTERACTIVE DATA CORPORATION
Reel/Frame 018329/0680 →