公开(公告)号：US20110208632A1

公开(公告)日：2011-08-25

申请号：US12708703

申请日：2010-02-19

Applicant: John Labuszewski ,  Steve Youngren ,  David Lehman

Inventor： John Labuszewski ,  Steve Youngren ,  David Lehman

IPC: G06Q40/00

CPC classification number: G06Q40/04 ,  G06Q40/00

Abstract: Systems, methods, and apparatuses are provided for processing a relationship metric comprising a plurality of components each having an associated percentage weight, selecting a plurality of financial instruments each corresponding to one of the plurality of components, determining an integer number of each of the plurality of financial instruments such that a relationship based on the integer numbers approximates the percentage weights, and composing an index that includes the respective integer numbers of each of the plurality of financial instruments.

Abstract translation: 提供了系统，方法和装置，用于处理包括多个组件的关系度量，每个组件各自具有相关联的百分比权重，选择多个与多个组件中的一个分量对应的金融工具，确定多个组合中的每一个的整数 的金融工具，使得基于整数的关系近似于百分比权重，并且构成包括多个金融工具中的每一个的相应整数的指数。

公开(公告)号：US20140074680A1

公开(公告)日：2014-03-13

申请号：US13613712

申请日：2012-09-13

Applicant: David Emerick ,  John Labuszewski ,  Will Patrick ,  Sandra Ro ,  Roger Rutherford ,  Steve Youngren

Inventor： David Emerick ,  John Labuszewski ,  Will Patrick ,  Sandra Ro ,  Roger Rutherford ,  Steve Youngren

IPC: G06Q40/04

CPC classification number: G06Q40/04

Abstract: A computer system associated with spot market trading in a particular subject matter may communicate with a computer system associated with trading in futures contracts or options in futures contracts for the subject matter. The communications may include pricing data for at least one of futures contracts or options in futures contracts for the subject matter, which pricing data may be used for spot market pricing. The communications may also include communications regarding futures hedging of spot trading in the subject matter.

Abstract translation: 与特定主题的现货市场交易相关联的计算机系统可以与与期货合约交易相关联的计算机系统或期货合约中的期权进行通信。 通信可以包括期货合约或期货合约中期权合约中的至少一个的定价数据，该定价数据可用于现货市场定价。 通信还可以包括关于主题的现货交易的期货对冲的通信。

公开(公告)号：US08626638B2

公开(公告)日：2014-01-07

申请号：US12955464

申请日：2010-11-29

Applicant: Richard Co ,  TuenTuen Wang ,  Xing Su ,  John Labuszewski

Inventor： Richard Co ,  TuenTuen Wang ,  Xing Su ,  John Labuszewski

IPC: G06Q40/02

CPC classification number: G06Q40/04

Abstract: Systems and method are disclosed for quoting, adjusting and settling futures contracts by successively removing the just-realized variables from the quoted futures price to focus the quoted contract value to the remaining unrealized economic variables. Further, such systems and method for quoting, adjusting and settling the futures contracts preserve the underlying economic consideration for the trade when compared with the traditional way of quoting futures based on the same cumulative sum.

Abstract translation: 公开披露引用，调整和结算期货合约的制度和方法，连续从被引用的期货价格中删除刚刚实现的变量，将其合并价值重点放在剩余未实现的经济变量上。 此外，引用，调整和解决期货合约的这种制度和方法与传统的基于相同累计金额的期货方式相比较，保持了贸易的基本经济考虑。

公开(公告)号：US20120136770A1

公开(公告)日：2012-05-31

申请号：US12955464

申请日：2010-11-29

Applicant: Richard Co ,  TuenTuen Wang ,  Xing Su ,  John Labuszewski

Inventor： Richard Co ,  TuenTuen Wang ,  Xing Su ,  John Labuszewski

IPC: G06Q40/00

CPC classification number: G06Q40/04

Abstract: Systems and method are disclosed for quoting, adjusting and settling futures contracts by successively removing the just-realized variables from the quoted futures price to focus the quoted contract value to the remaining unrealized economic variables. Further, such systems and method for quoting, adjusting and settling the futures contracts preserve the underlying economic consideration for the trade when compared with the traditional way of quoting futures based on the same cumulative sum.

Abstract translation: 公开披露引用，调整和结算期货合约的制度和方法，连续从被引用的期货价格中删除刚刚实现的变量，将所引用的合约价值重点放在剩余的未实现经济变量上。 此外，引用，调整和解决期货合约的这种制度和方法与传统的基于相同累计金额的期货方式相比较，保持了贸易的基本经济考虑。

公开(公告)号：US20120101957A1

公开(公告)日：2012-04-26

申请号：US12909634

申请日：2010-10-21

Applicant: Steve Youngren ,  Lori Aldinger ,  Richard Co ,  Derek Sammann ,  John Labuszewski

Inventor： Steve Youngren ,  Lori Aldinger ,  Richard Co ,  Derek Sammann ,  John Labuszewski

IPC: G06Q40/00

CPC classification number: G06Q10/00 ,  G06Q40/00 ,  G06Q40/04 ,  G06Q40/06 ,  G07F19/20

Abstract: Methods and systems for calculating values for indexes based on breakout currencies are provided. A prospective breakout index may be formed before an entity breaks out of a monetary union. Other aspects relate to calculating an initial index value on a breakout date. An initial exchange rate of the breakout currency may be combined with a breakout value and/or a base value. In one embodiment, the breakout value is the reciprocal of the initial exchange rate. Therefore, in accordance with certain embodiments, the initial index value of the breakout index may be equal to the base value. Further aspects relate to calculating a second index value. A second exchange rate of the breakout currency may be utilized with the fixed base value and the breakout value to calculate the second index value of the breakout index. Further aspects relate to creating a prospective currency unit for a monetary union.

Abstract translation: 提供了基于突破货币计算索引值的方法和系统。 在实体突破货币联盟之前，可能会形成一个预期的突破指数。 其他方面涉及在突破日期计算初始指数值。 中断货币的初始汇率可以与突破值和/或基准值组合。 在一个实施例中，突破值是初始汇率的倒数。 因此，根据某些实施例，突破指数的初始指标值可以等于基值。 其他方面涉及计算第二指数值。 可以利用突破货币的第二汇率与固定基准值和突破值一起计算突破指数的第二指标值。 其他方面涉及创建货币联盟的预期货币单位。

公开(公告)号：US10417707B2

公开(公告)日：2019-09-17

申请号：US13613712

申请日：2012-09-13

Applicant: David Emerick ,  John Labuszewski ,  Will Patrick ,  Sandra Ro ,  Roger Rutherford ,  Steve Youngren

Inventor： David Emerick ,  John Labuszewski ,  Will Patrick ,  Sandra Ro ,  Roger Rutherford ,  Steve Youngren

IPC: G06Q40/04

Abstract: A computer system associated with spot market trading in a particular subject matter may communicate with a computer system associated with trading in futures contracts or options in futures contracts for the subject matter. The communications may include pricing data for at least one of futures contracts or options in futures contracts for the subject matter, which pricing data may be used for spot market pricing. The communications may also include communications regarding futures hedging of spot trading in the subject matter.

公开(公告)号：US20140006243A1

公开(公告)日：2014-01-02

申请号：US13534399

申请日：2012-06-27

Applicant: James Boudreault ,  Frederick Storm ,  John Labuszewski ,  Daniel Grombacher ,  Jonathan Kronstein ,  Peter Barker ,  Suzanne Spain

Inventor： James Boudreault ,  Frederick Storm ,  John Labuszewski ,  Daniel Grombacher ,  Jonathan Kronstein ,  Peter Barker ,  Suzanne Spain

IPC: G06Q40/04

CPC classification number: G06Q40/04

Abstract: The disclosed embodiments relate to systems and methods which match/allocate an incoming order to trade with “resting,” i.e. previously received but not yet matched, orders, recognizing that the algorithm or rules by which the incoming order is matched may affect the operation of the market for the financial product being traded. In particular, the disclosed embodiments relate to an adaptive match engine which draws upon different matching algorithms, e.g. the rules which dictate how a given order should be allocated among qualifying resting orders, depending upon market conditions, to improve the operation of the market. Thereby, by conditionally switching among matching algorithms within the same financial product, as will be described, the disclosed match engine automatically adapts to the changing market conditions of a financial product, e.g. a limited life product, in a non-preferential manner, maintaining fair order allocation while improving market liquidity, e.g., over the life of the product.

Abstract translation: 所公开的实施例涉及系统和方法，其匹配/分配进入的订单以“休息”交易，即先前接收但尚未匹配的订单，认识到输入订单匹配的算法或规则可能影响 金融产品交易市场。 特别地，所公开的实施例涉及一种自适应匹配引擎，其基于不同的匹配算法，例如， 规定如何根据市场条件在合格休息令中分配给定的订单以改善市场运作。 因此，如上所述，通过有条件地在相同的金融产品中的匹配算法之间切换，所公开的匹配引擎自动地适应金融产品的变化的市场状况，例如， 有限的生活产品以非优先的方式维持公平的订单分配，同时提高市场流动性，例如在产品的使用寿命内。

公开(公告)号：US08606687B2

公开(公告)日：2013-12-10

申请号：US13187846

申请日：2011-07-21

Applicant: Richard Co ,  Steven Youngren ,  Lori Aldinger ,  John Labuszewski

Inventor： Richard Co ,  Steven Youngren ,  Lori Aldinger ,  John Labuszewski

IPC: G06Q40/00

CPC classification number: G06Q40/00

Abstract: A type of multi-laterally traded contract may designate a primary currency and a secondary currency. The primary currency may be used for settlement and/or other payment obligations in connection with instances of the contract type. Under certain conditions, however, authorization may be given for settlement and/or payment of at least some obligations using an equivalent amount of the secondary currency.

Abstract translation: 一种多边交易合约可以指定主要货币和次要货币。 主要货币可用于与合同类型的实例相关的结算和/或其他支付义务。 然而，在某些条件下，可以授权使用等量的第二货币来结算和/或支付至少一些义务。

公开(公告)号：US20130024346A1

公开(公告)日：2013-01-24

申请号：US13187846

申请日：2011-07-21

Applicant: Richard Co ,  Steven Youngren ,  Lori Aldinger ,  John Labuszewski

Inventor： Richard Co ,  Steven Youngren ,  Lori Aldinger ,  John Labuszewski

IPC: G06Q40/00

CPC classification number: G06Q40/00

Abstract: A type of multi-laterally traded contract may designate a primary currency and a secondary currency. The primary currency may be used for settlement and/or other payment obligations in connection with instances of the contract type. Under certain conditions, however, authorization may be given for settlement and/or payment of at least some obligations using an equivalent amount of the secondary currency.

Abstract translation: 一种多边交易合约可以指定主要货币和次要货币。 主要货币可用于与合同类型的实例相关的结算和/或其他支付义务。 然而，在某些条件下，可以授权使用等量的第二货币来结算和/或支付至少一些义务。

公开(公告)号：US20130024345A1

公开(公告)日：2013-01-24

申请号：US13187837

申请日：2011-07-21

Applicant: Richard Co ,  Steven A. Youngren ,  Lori Aldinger ,  John Labuszewski

Inventor： Richard Co ,  Steven A. Youngren ,  Lori Aldinger ,  John Labuszewski

IPC: G06Q40/00

CPC classification number: G06Q40/00

Abstract: In the context of multi-laterally traded contracts, a method may be invoked in the event that payments denominated in a particular currency that are required in satisfaction of the contractual obligations of the contract cannot be made. Payments may be deferred for a specified number of business days or until such time as commercially practicable. Unpaid payments due may accrue interest and/or penalties at rates as determined by a governing body.

Abstract translation: 在多边交易合同的情况下，如果不能以合同的合同义务所需的以特定货币计价的支付，则可以援引一种方法。 付款可能会延迟指定的工作日数，或直到商业上可行的时间。 未付的付款可能会由理事机构确定的利率和/或罚款。