IP Library Patent Application 17486368
Patent Application
App. No. 17/486,368

DATA STRUCTURES FOR TRANSFER AND PROCESSING OF FINANCIAL DATA

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Patent No.
US None
App. No.
17/486,368
Abstract

An example computer-implemented method includes retrieving, by at least one processor, one or more first data structures pertaining to a current state of a financial portfolio of a first user, one or more second data structures pertaining to one or more historical and/or current states of a financial market, one or more third data structures pertaining to one or more predictions regarding one or more financial assets of the financial market, and one or more fourth data structures pertaining to the first user's preferences with respect to the financial portfolio. The method also includes determining, by the at least one processor, one or more transactions to be conducted on the financial market based on the first, second, third, and fourth data structures. The method also includes executing, by the at least one processor, the one or more transactions.

Claims (96)

1 .- 23 . (canceled)

24 . A computer-implemented method comprising:

storing and retrieving, by at least one processor via a computer network, one or more first data structures, the one or more first data structures representing a current state of a financial portfolio of a first user and the first user's preferences with respect to the financial portfolio;

storing and retrieving, by the at least one processor via a computer network, one or more second data structures, the one or more second data structures representing a plurality of predictions regarding one or more financial assets of a financial market from a plurality of second users different from the first user,

wherein the second users are determined, at least in part, by:

determining a similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios, and

determining a similarity between a composition of the financial portfolio of the first user and a composition of the financial portfolios of each of the second users;

displaying, by the at least one processor, at least two of the predictions concurrently to the first user on a graphical user interface rendered on a display device;

receiving, by the at least one processor via the graphical user interface, a user input indicating that the user has activated a subset of the displayed predictions;

updating, by the at least one processor, the graphical user interface to indicate, concurrently:

the activated subset of the displayed predictions,

one or more first user interface elements enabling the first user to inactivate one or more of the predictions of the activated subset of the predictions,

an inactivated subset of the displayed predictions, and

one or more second user interface elements enabling the first user to activate one or more of the predictions of the inactivated subset of the predictions;

determining, by the at least one processor, one or more transactions to be conducted on the financial market based on the one or more first data structures, the one or more second data structures, and the activated subset of the displayed predictions; and

executing, by the at least one processor, the one or more transactions,

wherein an amount of data that is transmitted across the computer network by storing and retrieving of the one or more first data structures and the one or more second data structures is reduced, relative to an amount of data that is transmitted across the computer network by storing and retrieving unstructured data indicating:

the current state of the financial portfolio of the first user,

the first user's preferences with respect to the financial portfolio, and

the plurality of predictions of the one or more second users.

25 . The method of claim 24 , wherein determining the similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios comprises:

determining that the first user and each of the second users have specified similar volatility targets with respect to their financial portfolios.

26 . The method of claim 24 , wherein determining the similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios comprises:

determining that the first user and each of the second users have similar trading patterns with respect to their financial portfolios.

27 . The method of claim 24 , wherein the one or more first user interface elements comprise one or more first toggle control elements, and

wherein the one or more second user interface elements comprise one or more second toggle control elements.

28 . The method of claim 24 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface according to a first font style, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface according to a second font style different from the first font style.

29 . The method of claim 24 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface using a first icon, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface using a second icon different from the first icon.

30 . The method of claim 24 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface according to a first color, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface according to a second color different from the first color.

31 . A system comprising:

one or more processors; and

memory storing instructions that when executed by the one or more processors, cause the one or more processors to perform operations comprising:

storing and retrieving, via a computer network, one or more first data structures, the one or more first data structures representing a current state of a financial portfolio of a first user and the first user's preferences with respect to the financial portfolio;

storing and retrieving, via a computer network, one or more second data structures, the one or more second data structures representing a plurality of predictions regarding one or more financial assets of a financial market from a plurality of second users different from the first user,

wherein the second users are determined, at least in part, by:

determining a similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios, and

determining a similarity between a composition of the financial portfolio of the first user and a composition of the financial portfolios of each of the second users;

displaying at least two of the predictions concurrently to the first user on a graphical user interface rendered on a display device;

receiving, via the graphical user interface, a user input indicating that the user has activated a subset of the displayed predictions;

updating the graphical user interface to indicate, concurrently:

the activated subset of the displayed predictions,

one or more first user interface elements enabling the first user to inactivate one or more of the predictions of the activated subset of the predictions,

an inactivated subset of the displayed predictions, and

one or more second user interface elements enabling the first user to activate one or more of the predictions of the inactivated subset of the predictions;

determining one or more transactions to be conducted on the financial market based on the one or more first data structures, the one or more second data structures, and the activated subset of the displayed predictions; and

executing the one or more transactions,

wherein an amount of data that is transmitted across the computer network by storing and retrieving of the one or more first data structures and the one or more second data structures is reduced, relative to an amount of data that is transmitted across the computer network by storing and retrieving unstructured data indicating:

the current state of the financial portfolio of the first user,

the first user's preferences with respect to the financial portfolio, and

the plurality of predictions of the one or more second users.

32 . The system of claim 31 , wherein determining the similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios comprises:

determining that the first user and each of the second users have specified similar volatility targets with respect to their financial portfolios.

33 . The system of claim 31 , wherein determining the similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios comprises:

determining that the first user and each of the second users have similar trading patterns with respect to their financial portfolios.

34 . The system of claim 31 , wherein the one or more first user interface elements comprise one or more first toggle control elements, and

wherein the one or more second user interface elements comprise one or more second toggle control elements.

35 . The system of claim 31 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface according to a first font style, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface according to a second font style different from the first font style.

36 . The system of claim 31 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface using a first icon, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface using a second icon different from the first icon.

37 . The system of claim 31 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface according to a first color, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface according to a second color different from the first color.

38 . One or more non-transitory, computer-readable storage media having instructions stored thereon, that when executed by one or more processors, cause the one or more processors to perform operations comprising:

storing and retrieving, via a computer network, one or more first data structures, the one or more first data structures representing a current state of a financial portfolio of a first user and the first user's preferences with respect to the financial portfolio;

storing and retrieving, via a computer network, one or more second data structures, the one or more second data structures representing a plurality of predictions regarding one or more financial assets of a financial market from a plurality of second users different from the first user,

wherein the second users are determined, at least in part, by:

determining a similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios, and

determining a similarity between a composition of the financial portfolio of the first user and a composition of the financial portfolios of each of the second users;

displaying at least two of the predictions concurrently to the first user on a graphical user interface rendered on a display device;

receiving, via the graphical user interface, a user input indicating that the user has activated a subset of the displayed predictions;

updating the graphical user interface to indicate, concurrently:

the activated subset of the displayed predictions,

one or more first user interface elements enabling the first user to inactivate one or more of the predictions of the activated subset of the predictions,

an inactivated subset of the displayed predictions, and

one or more second user interface elements enabling the first user to activate one or more of the predictions of the inactivated subset of the predictions;

determining one or more transactions to be conducted on the financial market based on the one or more first data structures, the one or more second data structures, and the activated subset of the displayed predictions; and

executing the one or more transactions,

wherein an amount of data that is transmitted across the computer network by storing and retrieving of the one or more first data structures and the one or more second data structures is reduced, relative to an amount of data that is transmitted across the computer network by storing and retrieving unstructured data indicating:

the current state of the financial portfolio of the first user,

the first user's preferences with respect to the financial portfolio, and

the plurality of predictions of the one or more second users.

39 . The one or more non-transitory, computer-readable storage media of claim 38 , wherein determining the similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios comprises:

determining that the first user and each of the second users have specified similar volatility targets with respect to their financial portfolios.

40 . The one or more non-transitory, computer-readable storage media of claim 38 , wherein determining the similarity between the first user's preferences regarding management of the financial portfolio and each of the second users' preferences regarding management of their respective financial portfolios comprises:

determining that the first user and each of the second users have similar trading patterns with respect to their financial portfolios.

41 . The one or more non-transitory, computer-readable storage media of claim 38 , wherein the one or more first user interface elements comprise one or more first toggle control elements, and

wherein the one or more second user interface elements comprise one or more second toggle control elements.

42 . The one or more non-transitory, computer-readable storage media of claim 38 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface according to a first font style, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface according to a second font style different from the first font style.

43 . The one or more non-transitory, computer-readable storage media of claim 38 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface using a first icon, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface using a second icon different from the first icon.

44 . The one or more non-transitory, computer-readable storage media of claim 38 , wherein the activated subset of the displayed predictions are indicated by the graphical user interface according to a first color, and

wherein the inactivated subset of the displayed predictions are indicated by the graphical user interface according to a second color different from the first color.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 28, 2021
From: ABER, PATRICK J.; GEORGE, BERNARD M.
To: NVSTR TECHNOLOGIES LLC
Reel/Frame 057622/0382 →
CHANGE OF NAME Recorded Sep 28, 2021
From: NVSTR TECHNOLOGIES LLC
To: NVSTR TECHNOLOGIES INC.
Reel/Frame 057632/0547 →