发明名称 CURRENCY TRADING PLATFORM WITH IMPROVED RISK MANAGEMENT
摘要 Systems, methods and software for processing and displaying information associated with a plurality of currency exchange transactions to a forex dealer in real time, i.e. substantially simultaneously with the receipt or placement of the associated transactions orders or position requests.
申请公布号 US2014207640(A1) 申请公布日期 2014.07.24
申请号 US201313748259 申请日期 2013.01.23
申请人 FXDIRECTDEALER, LLC 发明人 DILKES Shawn Vulte
分类号 G06Q40/04 主分类号 G06Q40/04
代理机构 代理人
主权项 1. A method of displaying information associated with currency exchange transactions in real time, comprising: receiving with a computer a plurality of currency exchange orders from a set of customers, each order characterized by a currency pair including a base currency to be exchanged for a counter currency, a customer exchange rate for the currency pair provided by a trader to the respective customer, an amount of currency to be exchanged, and an indication of whether the base currency is to be bought or sold; determining with a processor of the computer, substantially simultaneously with receiving the orders, a cumulative amount of the base currency of each currency pair to be exchanged in all of the orders; determining with the processor, substantially simultaneously with receiving the orders, a cumulative amount of the counter currency of each currency pair to be exchanged in all of the orders; determining with the processor, substantially simultaneously with receiving the orders, an instantaneous potential profit associated with the orders, based on the cumulative amount of the base currency of each currency pair to be exchanged, based on the cumulative amount of the counter currency of each currency pair to be exchanged, based on the customer exchange rates for each currency pair provided by the trader to each customer, and based on dealer exchange rates for each currency pair provided to the trader by at least one financial institution; receiving with the computer information sufficient to assign each customer of the set to one of a plurality of groups, including at least a high risk group and a low risk group; receiving with the computer information sufficient to select a subset of the groups to which to restrict the instantaneous potential profit to be displayed; and displaying on a graphical user interface of the computer, substantially simultaneously with receiving the information sufficient to select the subset, the instantaneous potential profit associated only with the orders received with the computer from the customers in the selected subset.
地址 New York NY US