公开(公告)号：US07747486B1

公开(公告)日：2010-06-29

申请号：US09567449

申请日：2000-05-08

Applicant: James Kemp Smith

Inventor： James Kemp Smith

IPC: G06Q40/00

CPC classification number: G06Q40/06 ,  G06Q40/10 ,  G06Q40/12

Abstract: A user interface provides a financial analysis system for real time monitoring of market conditions for a portfolio of stocks or other financial instruments. The interface presents three unique panels, which, upon selection by the user, provide different representations of data with respect to the portfolio or a selected portion of the portfolio. The user can rapidly cycle among these panels by activating icons. Further, the user can quickly retrieve additional data for a given stock from any of a variety of user-selectable sources by activating additional icons.

Abstract translation: 用户界面提供财务分析系统，用于实时监控股票或其他金融工具组合的市场状况。 该界面提供三个独特的面板，在用户选择后，可以提供与投资组合或投资组合的选定部分不同的数据表示。 用户可以通过激活图标在这些面板之间快速循环。 此外，用户可以通过激活附加图标来从各种用户可选择的源中的任何一个快速检索给定股票的附加数据。

公开(公告)号：US20120192103A1

公开(公告)日：2012-07-26

申请号：US13437648

申请日：2012-04-02

Applicant: James Kemp Smith

Inventor： James Kemp Smith

IPC: G06F3/048

CPC classification number: G06Q40/06 ,  G06Q40/10 ,  G06Q40/12

Abstract: In one embodiment, a financial analysis interface includes a first panel formed from a plurality of first windows stacked either vertically or horizontally or both, the first windows arranged in a non-overlapping manner such that each first window is visible simultaneously, each first window configured to display therein, in alphanumeric form, financial data corresponding to one of a plurality of different financial instruments. The first panel is linked to a corresponding second panel that is displayed when activated by a single user action, the second panel presenting a plurality of second windows, the second windows arranged in a non-overlapping manner such that each window is visible simultaneously, each second window representing a separate graphic view corresponding to one of the plurality of different financial instruments, and each second window displaying, at least in part, the same financial data as displayed in a corresponding one of said first windows.

Abstract translation: 在一个实施例中，金融分析界面包括由垂直或水平或两者堆叠的多个第一窗口形成的第一面板，以不重叠的方式布置的第一窗口，使得每个第一窗口同时可见，每个第一窗口配置 以字母数字形式显示对应于多个不同金融工具之一的财务数据。 第一面板被链接到当由单个用户动作激活时显示的对应的第二面板，第二面板呈现多个第二窗口，第二窗口以不重叠的方式布置，使得每个窗口同时可见，每个窗口 第二窗口表示对应于所述多个不同金融工具之一的单独的图形视图，并且每个第二窗口至少部分地显示与所述第一窗口中相应的一个中显示的相同的财务数据。

公开(公告)号：US08150752B2

公开(公告)日：2012-04-03

申请号：US12781701

申请日：2010-05-17

Applicant: James Kemp Smith

Inventor： James Kemp Smith

IPC: G06Q40/00

CPC classification number: G06Q40/06 ,  G06Q40/10 ,  G06Q40/12

Abstract: In one embodiment, a limited amount of financial information related to each of a plurality of financial instruments is displayed on a display screen of a computer. A user chooses a financial instrument of the plurality of financial instruments. A plurality of elements are shown on the display screen, each being associated with a different type of additional information supplemental of the limited amount of financial information. Each element is associated with a preferred remote data source chosen by the user. When a particular element is chosen by the user, additional information of the type associated with the particular element related to the chosen financial instrument is retrieved by constructing a uniform resource locator (URL) that combines a first financial instrument-independent URL portion that is specific to the preferred remote data source and a second financial instrument-specific URL portion that is specific to the chosen financial instrument.

Abstract translation: 在一个实施例中，在计算机的显示屏幕上显示与多个金融工具中的每一个相关的有限数量的财务信息。 用户选择多个金融工具的金融工具。 在显示屏幕上显示多个元素，每个元素与补充有限数量的财务信息的不同类型的附加信息相关联。 每个元素与用户选择的优选远程数据源相关联。 当用户选择特定元素时，通过构建统一的资源定位符（URL）来检索与所选择的金融工具相关的特定元素相关联的类型的附加信息，该统一资源定位符（URL）组合了第一金融工具独立的URL部分，其是特定的 优选的远程数据源和特定于所选金融工具的第二金融工具专用URL部分。

公开(公告)号：US20100223203A1

公开(公告)日：2010-09-02

申请号：US12781701

申请日：2010-05-17

Applicant: James Kemp Smith

Inventor： James Kemp Smith

IPC: G06Q40/00

CPC classification number: G06Q40/06 ,  G06Q40/10 ,  G06Q40/12

Abstract: In one embodiment, a limited amount of financial information related to each of a plurality of financial instruments is displayed on a display screen of a computer. A user chooses a financial instrument of the plurality of financial instruments. A plurality of elements are shown on the display screen, each being associated with a different type of additional information supplemental of the limited amount of financial information. Each element is associated with a preferred remote data source chosen by the user. When a particular element is chosen by the user, additional information of the type associated with the particular element related to the chosen financial instrument is retrieved by constructing a uniform resource locator (URL) that combines a first financial instrument-independent URL portion that is specific to the preferred remote data source and a second financial instrument-specific URL portion that is specific to the chosen financial instrument.

Abstract translation: 在一个实施例中，在计算机的显示屏幕上显示与多个金融工具中的每一个相关的有限数量的财务信息。 用户选择多个金融工具的金融工具。 在显示屏幕上显示多个元素，每个元素与补充有限数量的财务信息的不同类型的附加信息相关联。 每个元素与用户选择的优选远程数据源相关联。 当用户选择特定元素时，通过构建统一的资源定位符（URL）来检索与所选择的金融工具相关的特定元素相关联的类型的附加信息，该统一资源定位符（URL）组合了第一金融工具独立的URL部分，其是特定的 优选的远程数据源和特定于所选金融工具的第二金融工具专用URL部分。