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US Patent 8635130 Method and system for analyzing and screening investment information

Patent 8635130 was granted and assigned to TD Ameritrade on January, 2014 by the United States Patent and Trademark Office.

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Is a
Patent
Patent
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Patent attributes

Current Assignee
TD Ameritrade
TD Ameritrade
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Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
86351300
Patent Inventor Names
Chad D. Clifford0
Michael S. Smith0
Date of Patent
January 21, 2014
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Patent Application Number
095425130
Date Filed
April 3, 2000
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Patent Citations Received
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US Patent 11947513 Search phrase processing
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Patent Primary Examiner
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Daniel Felten
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Patent abstract

The present invention provides a stock analysis, management and education system and process which, via an Internet based software application, allows a client to receive daily trading information on all the Stocks traded without having to conduct multiple queries and/or extended downloads. The system also provides for the efficient transfer of daily stock information from a server to a client's system by having the server receive and process into binary files stock information from exchanges. The client then establishes a communications link with the server, receives a list file, selects files from the list and receives those files. The system provide custom stock screening and display options, while significantly reducing download times by separating charting data from screening data and providing “quick update” files. Day Trading features enable an investor to day trade with relative low risk. The present invention also includes an En Fueg-o-meter which enables a client to view the recent performance of any stock at a glance via color and other indicators. Candlestick algorithms are also provided for monitoring a stock's performance while back testing allows a client to test trading ideas back in time using historical stock information.

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