发明名称 SYSTEM AND METHOD FOR OPTIMIZING ORDER EXECUTION
摘要 An embodiment of the present invention is directed to a Trader Workstation that includes a user interface accessible by various users over a network communication link. The user interface of an embodiment of the present invention provides complex customized visualizations of fast moving real-time data and historical time series. The Trader Workstation increases trading efficiency and availability of data for traders by enabling traders to better monitor, analyze and plan trades. For example, using configurable views, filters and visualizations, traders may track and monitor orders in real time. An embodiment of the present invention may provide a trade analysis interface and a trade planning interface.
申请公布号 US2015339771(A1) 申请公布日期 2015.11.26
申请号 US201313735606 申请日期 2013.01.07
申请人 JPMorgan Chase Bank, N.A. 发明人 SYLVESTER Benjamin F.
分类号 G06Q40/04 主分类号 G06Q40/04
代理机构 代理人
主权项 1. A computer based system for optimizing automatic execution of an order for securities, comprising: one or more computer processors communicatively coupled to a network, configured to provide an interactive interface for user interaction with the computer based system, and the one or more computer processors are further configured to: receive an order for specified securities; apply a profile to the order, wherein the profile comprises data pertaining to one or more trading habits of a portfolio manager, route the order and the profile to a prediction model; receive results from the prediction model; apply a set of rules to the order for determining an execution strategy for the order; route the order for execution in accordance with the set of rules and the results from the prediction model; receive a user input relating to the order via the interactive interface; process order data associated with the order and further display the order data on a table view and a visualization view on the interactive interface, wherein the order data comprises at least one of: the order, the profile, the results from the prediction module, and the set of rules; provide analysis functionality and display active trade performance data, based at least on a portion of the order data; and provide planning functionality and display trade profile analytics, based at least on a portion of the order data.
地址 New York NY US