Real-time stock monitoring system, processing and interface

Abstract

A method for generating a dynamic interface for displaying real-time information regarding a plurality of tradable assets in a portfolio. The method includes receiving real-time data for each of the plurality of tradable assets and generating a node for each tradable asset. The node includes a first characteristic indicative of quantity for the portfolio and a second characteristic indicative of trading momentum. The method includes generating the dynamic interface, which includes positioning each node within a circular common area, the node's position being between a center of the circular common area and an outer edge of the circular common area, the position being based on each node's first characteristic. One or more nodes have an angular movement based on the second characteristic, and the dynamic interface is updated with real-time changes in the data for any of the plurality of tradable assets.

Description

[Technical Field]

[0001] This application relates generally to methods and apparatus for controlling the operation of a computer display to efficiently display information, and more particularly to a user-configurable method using the apparatus for simultaneously and graphically displaying multiple data sets within a common area of ​​a computer display. [Background technology]

[0002] Conventional control systems for displaying information, such as financial information showing stock performance, often divide the information into different sets. For example, a chart may be created to display the trend of stock prices over a specified period of time. Some systems overlay multiple line graphs on the same chart, representing the historical price trends of different stocks over a specified period of time. Viewers of such charts can easily compare the historical performance of those different stocks over the represented period of time.

[0003] However, aside from selecting the stocks to represent on the chart and, in some cases, the time period the chart encompasses, users are left with little flexibility to include additional, different information for analysis on traditional charts. Instead, users must separately access different information by navigating to different parts of the network-accessible application. For example, to view information about a stock's dividend history, a user must typically navigate from a displayed chart to a table of historical dividend information. Other information about the stock also requires navigating to different interfaces of the network-accessible application to view. In each instance, the various pieces of information viewable from different interfaces of the network-accessible application must be memorized or written down by the user for review while viewing other information. Navigating between different interfaces of a network-accessible application is not only time-consuming and inefficient, but it also prevents users from simultaneously reviewing multiple different data sets.

[0004] More recently, custom applications have been developed that include interfaces capable of presenting different data within a common interface. While custom solutions allow for the selection of multiple stocks to include within the interface, they are prohibitively expensive for most individual users. Furthermore, modifying a custom solution to change the type of data included within the common interface requires modifying the application at the program code level, an effort that requires the involvement of a dedicated software developer. Summary of the Invention [Problem to be solved by the invention]

[0005] Accordingly, there is a need in the art for a system, apparatus, platform, and method for enabling a user to configure an application to include multiple different categories of information relating to multiple different tradable assets in a common user interface. Configuring the application may optionally include receiving user input specifying the categories of information from a menu included in a graphical user interface, without modifying the application at the program code level. [Means for solving the problem]

[0006] According to one aspect, the subject application includes a method for generating a dynamic interface with a computing system for displaying real-time information regarding a plurality of tradable assets in a portfolio. The method may include receiving data for each of the plurality of tradable assets, where the data is received in real time. The method may further include generating a tradable asset node for each of the plurality of tradable assets based on the data for each tradable asset. Each node includes a first characteristic indicative of the quantity of the plurality of tradable assets in the portfolio and a second characteristic indicative of trading momentum.

[0007] The method may further include generating a dynamic interface for displaying real-time information regarding the plurality of tradable assets. The dynamic interface may include a node for each tradable asset located within a circular common area of ​​the dynamic interface. Each node has a position between a center of the circular common area and an outer edge of the circular common area, the position being based on a first characteristic of each node. One or more nodes have an angular movement based on a second characteristic, and the dynamic interface is updated with real-time changes in data for any of the plurality of tradable assets.

[0008] In another aspect, the subject application includes a non-transitory computer-readable medium storing instructions that, when executed by one or more processors, cause the one or more processors to receive data for each of a plurality of tradable assets, where the data is received in real time.

[0009] The instructions further cause the one or more processors to generate a node for each of the plurality of tradable assets based on the data for each tradable asset. Each node includes a first characteristic indicative of the quantity of the plurality of tradable assets in the portfolio and a second characteristic indicative of trading momentum. The instructions further cause the one or more processors to generate a dynamic interface for displaying real-time information regarding the plurality of tradable assets. The dynamic interface may include a node for each tradable asset located within a circular common area of ​​the dynamic interface. Each node has a position between a center of the circular common area and an outer edge of the circular common area, the position based on the first characteristic of each node. The one or more nodes have an angular movement within the circular common area, the angular movement based on the second characteristic, and the dynamic interface is updated with real-time changes in the data for any of the plurality of tradable assets.

[0010] The foregoing summary presents a simplified overview in order to provide a basic understanding of some aspects of the systems and / or methods discussed herein. This summary is not an extensive overview of the systems and / or methods discussed herein. It is not intended to identify key / critical elements or to delineate the scope of such systems and / or methods. Its sole purpose is to present some concepts in a simplified form as a prelude to the more detailed description that is presented in subsequent pages.

[0011] The invention may take physical form in specific components and arrangements of components, embodiments of which are described in detail herein and illustrated in the accompanying drawings that form a part hereof. [Brief explanation of the drawings]

[0012] [Figure 1] FIG. 1 illustrates an exemplary embodiment of a computer-based system for controlling the operation of a display to generate an interface that includes different categories of content for multiple different tradable assets within a common area of ​​the interface. [Figure 2] FIG. 1 is a flow diagram that generally illustrates an exemplary embodiment of a computer-implemented process for controlling the operation of a display to generate a graphical user interface that simultaneously presents different categories of content for multiple different tradable assets. [Figure 3] FIG. 10 illustrates an exemplary embodiment of a category content menu that allows user configuration of categories of content to be presented in a graphical user interface. [Figure 4] FIG. 10 illustrates an example embodiment of a tradable assets menu that allows user configuration of the tradable assets represented in the graphical user interface. [Figure 5] FIG. 1 illustrates an example embodiment of an interface that includes a common area that simultaneously displays graphical representations of numerical and trading data related to multiple tradable assets. [Figure 6] FIG. 10 is another flow diagram illustrating generally an exemplary embodiment of a computer-implemented process for controlling the operation of a display to generate a graphical user interface that simultaneously presents different categories of content for multiple different tradable assets. [Figure 7A] FIG. 1 illustrates an example embodiment of a dynamic interface of multiple nodes representing tradable assets. [Figure 7B] FIG. 10 illustrates another example embodiment of a dynamic interface of multiple nodes representing tradable assets. [Figure 8A] FIG. 1 illustrates an example embodiment of a connectivity indicator between tradable assets. [Figure 8B] FIG. 1 illustrates an example embodiment of industries and sectors for connectivity metrics. [Figure 9] FIG. 1 illustrates an example embodiment of a dynamic interface of multiple wedges representing tradable asset classes. [Figure 10] FIG. 1 illustrates an embodiment of a computing system configured using the systems and / or processes disclosed herein. DETAILED DESCRIPTION OF THE INVENTION

[0013] Certain terminology is used herein for convenience only and should not be taken as limiting the invention. The relative language used herein is best understood with reference to the drawings, in which like numerals are used to identify like or similar items. Furthermore, in the drawings, certain features may be shown in somewhat schematic form.

[0014] Also, as used herein, it should be noted that the phrase "at least one of" following a plurality of components herein means one of the components or a combination of the components. For example, the phrase "at least one of a first widget and a second widget" herein means the first widget, the second widget, or the first widget and the second widget. Similarly, the phrase "at least one of a first widget, a second widget, and a third widget" herein means the first widget, the second widget, the third widget, the first widget and the second widget, the first widget and the third widget, the second widget and the third widget, or the first widget, the second widget, and the third widget.

[0015] There is a need in the art for an apparatus and method for controlling the operation of a computer display to generate an interface that includes different categories of content for multiple different tradable assets within a common area of ​​the interface. For example, the migration of stock trading to electronic exchanges accessible over communications networks such as the Internet has made real-time information readily available to traders researching stocks and other tradable assets. Traditionally, traders have had to gather information about different types of individual stocks from different interfaces, such as summary pages, tables of historical dividend payouts, and compilations of insider trading. The trader then reviewed each of the different categories of information separately to make a decision regarding whether to buy, sell, or hold each of the individual stocks.

[0016] Because each stock was researched separately, this process can be time-consuming for traders with large portfolios. Moreover, this process is essentially the same as that used by traders before the Internet era, but with more up-to-date information. Rather than compiling different categories of information about stocks from printed publications, real-time data is retrieved electronically from a database. The end result is that the trader reviews each different category of information about a stock separately before moving on to research the next stock of interest.

[0017] In contrast, the present technology controls the operation of a computer display to generate an interface that includes a common area that simultaneously displays content in multiple different categories for multiple different tradable assets, such as stocks. The present technology is user-configurable, allowing a user to select or otherwise specify (i) different tradable assets and (ii) different categories of content for each of the different tradable assets to be simultaneously displayed in the common area of ​​the interface, without modifying the executable application at the program code level. Data falling into each of the different categories may be retrieved for each of the selected stocks over a communications network, such as the Internet, and simultaneously and graphically represented in the common area of ​​the interface. Upon viewing the common area of ​​the interface, a trader can easily gather, for each stock, one, more, or all of the following based on the graphical elements in the common area:

[0018] (i) Whether one or more particular events have occurred and / or will occur. (ii) the timing of events that have occurred and / or will occur; (iii) The amount of the event that occurred.

[0019] (iv) whether the shares offer extraordinary dividends; (v) a recommendation as to whether to enter into a transaction involving the stock; Unlike conventional techniques, the present technology allows a trader to configure a portfolio of tradable assets and simultaneously display all categories of content desired by the trader using graphical elements in a common area of ​​the interface. As a result, much more information can be aggregated from remote terminals and displayed within the interface than would be possible if the underlying data were displayed in a purely alphanumeric format. Because much of the underlying data changes in real time based on activity occurring on the electronic exchange, such as buying and selling, option grants / exercises, and dividend payments, the present technology allows for timely review of large amounts of data before conditions change. Thus, a display controlled as described herein can present a greater amount of information than would be possible by displaying the underlying data in another manner. Furthermore, the simultaneously displayed graphical elements convey trends in the underlying data that are not immediately apparent from a purely alphanumeric display. A trader can evaluate all categories of content for the entire portfolio of tradable assets graphically represented within the common area of ​​the interface. Such evaluation can be performed without the trader having to navigate to various different interfaces and separately evaluate different categories of content for each individual tradable asset, significantly improving the efficiency of the interface. Portfolio configurations can optionally be saved by the trader in their user account and can be opened and updated without the trader having to reconfigure their portfolio.

[0020] Referring now to the drawings, FIG. 1 illustrates an exemplary embodiment of a computing system 100 for controlling the operation of a computer display 102 to display a graphical user interface, as described below. The graphical user interface includes different categories of content for a plurality of different tradable assets graphically represented within a common area of ​​the interface. In one embodiment, computing system 100 is implemented as a computing device 600, as described in detail below with respect to FIG. 6. According to another embodiment, computing system 100 is a computing / data processing system that includes an application or collection of distributed applications for an enterprise organization. The applications and computing system 100 may be configured to operate with or implemented as a cloud-based networking system, a software-as-a-service (SaaS) architecture, a node of a cluster computing system, or another type of network architecture.

[0021] In one embodiment, computing system 100 is a centralized server-side application that performs at least the computerized functions disclosed herein and communicates electronically with multiple nodes, such as database server 104, over a communications network 106, e.g., the Internet. Computing system 100 and one or more remote terminals, such as database server 104, can optionally operate together to store and process data as described herein.

[0022] For brevity and clarity, this disclosure describes an embodiment of computing system 100 as a client-side application connected locally to computer display 102. However, alternative embodiments of computing system 100 may be deployed as a server-side hosted application that performs the functions described herein for simultaneous connections with multiple networked terminals. For example, web server 108 may be configured to have a hosted application accessible from remote terminals, such as computing system 100, over communications network 106. Web server 108 may access database server 104 to retrieve data included in different categories of content as described herein and provide the content to computing system 100 over communications network 106 for display by computer display 102.

[0023] One or more of the components of computing system 100 may be embodied as program modules (e.g., configuration module 110, aggregation module 112, display driver module 114) stored in memory 116 of computing system 100. The program modules are configured to have instructions that, when executed by at least circuitry of processing unit 118, cause computing system 100 to perform a corresponding function.

[0024] 6, processing unit 118 may be one or more hardware processors, such as, for example, a microprocessor, a central processing unit (CPU), an application specific integrated circuit (ASIC), or similar hardware device, or an array thereof. Processing unit 118 is connected to memory 116 via circuitry (e.g., a bus) and to data store 122 via one or more input / output controllers. Memory 116 may be, for example, a non-transitory memory, such as a processor cache memory, flash memory, random access memory (RAM), cache memory, or other active memory that stores instructions to be executed by processing unit 118.

[0025] One or more data structures 120 storing data for user accounts associated with traders may be stored in data store 122. Data store 122 may be, for example, a flash memory, a hard disk drive, or a similar volatile or non-volatile computer storage medium. Accordingly, processing unit 118 uses data store 122 and / or memory 116 to store various data in performing the functions described herein. As shown in FIG. 1 , data store 122 is integrated with computing system 100. Of course, in other embodiments, data store 122 may be implemented as distributed storage shared among one or more remote devices, such as database server 104 and web server 108, and computing system 100 in a distributed file system.

[0026] As used herein, communications network 108 includes computer network hardware, software applications, public communications transmission components such as the public switched telephone network, and the like, for facilitating packet or other communications between computing system 100 as described herein and remote devices. For example, communications network 108 may include a local area network ("LAN"), a wide area network ("WAN"), the Internet, or a combination thereof.

[0027] 2, an exemplary embodiment of a computer-implemented process is shown that controls the operation of the computer display 102 to generate a graphical user interface that simultaneously and graphically presents multiple different categories of content for multiple different tradable securities within a common display area of ​​the interface.

[0028] 2, a configuration module of a computing system receives a configuration package that defines categories of content and tradable assets to be displayed simultaneously in a common area of ​​an interface. For example, as part of the configuration package, the configuration module receives user-defined categories of content in block 202 and multiple tradable assets in block 204. Categories of content are described herein as user-configurable or user-defined, meaning that a user of the present technology can individually select or otherwise specify the categories they want displayed in the interface.

[0029] In block 206, the aggregation module communicates with the remote server over the communications network to request and retrieve data for each of the tradeable assets and data within the content categories specified in the configuration package. The data requires at least numerical data and transaction data corresponding to the tradeable assets. According to some embodiments, the numerical data for each selected tradeable asset includes, but is not limited to:

[0030] Buying and selling prices of tradable assets involved in transactions (e.g., buys and sells) that occurred within a specified period of time prior to the date for which the data is requested. The current market price of the tradable asset at the time the data is requested.

[0031] The option strike price of the tradable asset at the time the data is requested. Examples of trading data for each selected tradable asset include, but are not limited to:

[0032] Past transactions (e.g., purchases, sales, and option grants) involving insiders affiliated with companies related to the tradable assets or insiders who have access to information related to tradable securities that are not publicly available. As a specific example, the requested information about past transactions may include, for each selected tradable asset, at least one of the names and titles of the insiders who traded the tradable asset, the dates on which the insider traded the tradable asset, the quantity of the tradable asset on which the insider traded, and whether the insider engaged in at least one of (i) purchasing the tradable asset, (ii) selling the tradable asset, (iii) exercising options issued on the tradable asset, or (iv) receiving grants of the tradable asset.

[0033] Upcoming dividend payments scheduled to be paid to holders of tradable securities within a prescribed period from the date the data is requested. In block 208 of Figure 2, the display driver module generates, based on the numerical data and transaction data received by the aggregation module, graphical elements of an interface, an exemplary embodiment of which is shown in Figure 5. For example, interface 500 may include a common area 502 (encircled by dashed lines) in which each of the graphical elements is simultaneously displayed to graphically convey information related to the numerical data and transaction data received by the aggregation module.

[0034] Referring again to FIG. 2, based on the overall factors specified in the configuration package, the display driver module determines, in block 210, recommendations involving each of a plurality of tradable assets represented in the common area of ​​the interface (see FIG. 5).

[0035] In block 212 of Figure 2, the display driver module controls the transmission of signals to the display, causing the display to display the interface to the user. Based on the information graphically conveyed by the interface, the user can initiate recommended trades involving one or more tradable assets. The interface includes a common area in which, for each of the tradable assets in the constituent package, active symbols are located within a central area of ​​the common area, winning symbols overlap portions of the active symbols, and recommended symbols are located in peripheral areas of the active symbols. According to an alternative embodiment, the display driver module can transmit signals that automatically trigger trades involving the tradable assets without human intervention based on the recommendations determined by the display driver module.

[0036] Turning to Figure 3, by way of example, a defined list of available categories may be displayed by a computer display in a menu 300, as shown in the embodiment of Figure 3. A user may select check boxes 302 for multiple (but fewer than all available options) or all available options within the available categories from the menu 300. According to alternative embodiments, any suitable selection mechanism other than check boxes 302 (such as radio buttons, pull-down menus, text entry fields, etc.) may be used instead of or in addition to the check boxes 302 shown in Figure 3.

[0037] In the embodiment shown in FIG. 3, menu 300 includes the following available categories of content to be included in the interface: Tradable Assets with Dividend Payments 304 - A designation of tradable assets that you select to include the issuance of irregular, and optionally periodic, currency distributions.

[0038] Insider Trading Involving Tradable Assets 306 - An indication of whether transactions involving tradable assets occurred within a specified time frame by parties with access to material information about the price of tradable assets that is not available to the public.

[0039] Candlestick Event 308—A price chart format usable for technical analysis includes a graphic simultaneously displaying the high, low, open, and close prices for a given financial instrument for a particular time period, referred to as a “candlestick” chart. Similar in design to candlestick markers (discussed in more detail below and shown in FIG. 5), candlesticks typically include upper and lower wicks, which represent the high and low prices, respectively, achieved for the instrument during a period, such as a trading session, e.g., a day. The body is rectangular, representing the opening and closing prices for the trading period, and may be color-coded to indicate whether the instrument closed higher or lower than the opening price. Patterns can be simple or complex and, optionally, user-definable by selecting desired criteria in menu 300 via the interface. For example, a user can establish candlestick criteria that include thresholds during trading hours, i.e., at least one of the opening, closing, high, and low prices. A candlestick event is constituted when at least one, several (but not all), or all of the candlestick criteria are met during a trading session. While the above examples describe candlestick patterns as defining high, low, close, and open prices, it should be understood that other patterns indicative of market manipulation may also constitute a "candlestick" pattern as used herein. For example, criteria may be user-definable in menu 300 to be met according to the so-called E.G. Wyckoff distribution pattern, which can be used to determine when a "candlestick" event has occurred. The Wyckoff pattern helps large investors determine when to open short positions or allocate long positions to outpace the activity of retail investors. Large investors gradually allocate their positions to avoid large price movements before completing their allocation. However, for the sake of brevity and clarity, embodiments utilizing high, low, close, and open criteria for candlestick events are described herein.

[0040] Future dividends or other distributions 310 that are due to be paid within a defined time period 312 defined by the user from the date the data is requested. At-the-money percentage 314 exceeding a specified percentage 316 specified by the user - the percentage of tradable assets that are within a specified percentage 316 (or other tolerance) of the option strike price in the market price relative to a specified percentage of outstanding options to purchase the tradable assets. However, other embodiments of the present technology may include a subset of the options in menu 300, or additional options not shown in the embodiment of menu 300 in Figure 3. Once the desired category of content is selected, the selection may be submitted for inclusion in the configuration package in response to selecting a confirm button 318.

[0041] In addition to the desired categories of content, the user can also define multiple tradable assets to include in the interface. In the exemplary embodiment shown in FIG. 4, a ticker symbol input field 400 can be included in a tradable asset selector 402. Stock ticker symbols representing shares of specific companies can be entered into each field for inclusion in a configuration package that defines the tradable assets to be represented in the interface. In FIG. 4, the ticker symbol DAL 404 has been entered into one of the ticker symbol input fields 400. In response to selecting the confirm button 406, shares of Delta Airlines and other tradable assets are incorporated into the configuration package for inclusion in the interface. According to an alternative embodiment, a company name or portion of a company name is entered into the ticker symbol input field 400, and a lookup is performed in the background. According to some embodiments, at least 10 and up to 50 tradable assets can be submitted to a configuration package for inclusion in the interface.

[0042] A configuration package contains user-definable settings for generating an interface as described herein and is stored by a configuration module in a data structure in a data store. The data structure can also associate the configuration package with a user's user account, allowing the user to save the configuration package for future evaluation of the user's portfolio. By specifying the categories of content and tradable assets to be displayed in the interface, the user can configure the computing system to display the desired content without modifying the source / program code of the configuration module.

[0043] Referring to FIG. 5 , an interface 500 is shown that includes a common area 502 that simultaneously displays graphical representations of numerical and trading data related to multiple tradable assets. According to the embodiment shown in FIG. 5 , multiple ticker symbols 504 defined by configuration packages are arranged around multiple concentrically aligned annular areas 506A, 506B, 506C, and 506D. Information related to each ticker symbol 504 is specified by the placement of one or more graphical elements within the annular areas 506A, 506B, 506C, and 506D, which extend radially from an origin 508 toward the respective ticker symbol 504. The placement of the ticker symbols 504 may indicate increasing volume of the tradable asset corresponding to the ticker symbol. In one embodiment, the placement of the ticker symbols 504 indicates increasing volume, with volume increasing in a clockwise direction. For example, PYPL has the smallest volume percentage of the portfolio, while MSFT has the largest volume percentage of the portfolio. In another embodiment, the arrangement of ticker symbols 504 indicates increasing volume, with volume increasing in a counterclockwise direction, for example, MSFT has the smallest volume percentage of the portfolio and PYPL has the largest volume percentage of the portfolio.

[0044] Interface 500 may further include lines extending from origin 508 toward each ticker symbol 504. The lines may be dividend symbols that include at least (i) a first variable aspect and (ii) a second variable aspect. One example of a first variable aspect may be a display of a line that graphically indicates whether a dividend is paid to a holder of a tradeable asset. In FIG. 5 , for example, a relatively thin solid line 510 indicates that a tradeable asset with a corresponding ticker symbol (in this example, GOOGL) does not pay a dividend. In contrast, a relatively thick dashed line 512 indicates that a tradeable asset with a corresponding ticker symbol (in this example, MRVL) pays a dividend. However, other graphical aspects of the line, such as a color code, size, shape, or any other graphical element, may also be utilized as the first variable aspect. For example, a first color line (e.g., gray) may graphically indicate a tradeable asset, and a second color line (e.g., green) may indicate that the tradeable asset pays a dividend.

[0045] A second variable aspect of the line may graphically indicate the relative amount of events that have occurred or are scheduled to occur related to the tradeable assets. According to the exemplary embodiment of FIG. 5, a longer line indicates a greater number of events that have occurred or are scheduled to occur related to the tradeable assets. As a specific example, the number of events that have occurred related to the tradeable asset ICE is greater than the number of events that have occurred related to the tradeable asset PTON. However, other graphical aspects of the line, such as color coding, size, shape, or any other graphical element, may also be utilized as the first variable aspect. According to some embodiments, examples of events include, but are not limited to, candlestick events, insider trading, upcoming dividend events, any other events, and any combination thereof. Thus, in the embodiment shown in FIG. 5, the first variable aspect (e.g., thin solid lines and thick dashed lines) indicates whether the respective tradeable asset pays a dividend, and the second variable aspect (the length of the line) indicates the number of events that have occurred or are scheduled to occur.

[0046] In addition to the lines, additional symbols may be positioned within the annular regions 506A, 506B, 506C, 506D in a radial direction extending from the origin 508 to the respective ticker symbols 504. For example, a marker such as an "at" symbol (@) may be positioned within the annular region 506A, which may be designated for markers identifying tradable assets whose "at-the-money" percentage exceeds a user-configurable percentage specified in a configuration package. The "at-the-money" percentage is the percentage of outstanding options on the tradable asset that are within a defined tolerance range of the option strike price at the current market price. In the exemplary embodiment of FIG. 5, the defined tolerance range was specified as 5% in the configuration package.

[0047] Similarly, the circular region 506B may be designated to display a marker, such as a star (★), that indicates an upcoming dividend payment within a user-defined period from the date the value and transaction data was received by the aggregation module 112. In the example of Figure 5, the star (★) indicates that the tradable asset MSFT has an upcoming dividend payment within the next 30 days.

[0048] The annular region 506C may be designated to display a marker, such as an eye, indicating that an insider trading event has occurred. Insider trading includes trading involving respective tradable assets by parties with information not publicly available. Whether an insider trading event has occurred is determined by the display driver module based on the trading data received by the aggregation module.

[0049] Annular region 506C may be specified to display a marker such as candlestick marker 514 of Figure 5. Candlestick marker 514 includes a vertical rectangular portion that indicates the opening and closing prices of a tradable asset, an upward sloping line that identifies the high price achieved by the tradable asset during the trading session, and a downward sloping line that identifies the low price achieved by the tradable asset during the trading session. Optionally, the configuration package may be configurable by a user to specify the high, low, open, and close prices that must be met to designate a tradable asset in candlestick marker 514.

[0050] Common area 502 may include additional annular areas. For example, annular areas may be designated to display markers indicating strong or weak moon phase performance of a tradable asset, which may be based on received data. If the asset performs well around a new moon, a display may be presented informing the user that the tradable asset is entering a period of historically strong performance. Alternatively, if there is a full moon, a different display may be presented informing the user that the tradable asset is entering a period of historically weak performance. In this manner, it may be advantageous to provide users with a display indicative of the performance of the lunar cycle so that they can take advantage of upcoming performance and benefit from it.

[0051] The common region 502 may also include a natural ratio region. The natural ratio region may be based on the correlation between the trading activity of a tradable asset and the Fibonacci sequence. The natural ratio is obtained by diving consecutive pairs of Fibonacci numbers, resulting in approximately 1.618 (or conversely, 0.618). The natural region may utilize Fibonacci retracements, Fibonacci arcs, Fibonacci fans, Fibonacci zones, or any combination thereof to determine the natural ratio of a tradable asset. Other methods known in the art may also be used for the determination. For example, a circular region may be designated to display markers indicating the strength or weakness of the tradable asset's performance correlating with the natural ratio based on the received data. If the asset's performance is expected to improve in the future, an indication may be presented to notify the user that the tradable asset is entering a period of historically high performance. Alternatively, if the asset is expected to lose value, a different indication may be presented to notify the user that the tradable asset is entering a period of historically low performance.

[0052] The common area 502 may also include a congested short selling area. The congested short selling area may be based on data indicating a large number of short selling positions in a tradable asset, indicating increased risk in purchasing a short selling position in the tradable asset. If an asset demonstrates a trend of congested short selling, a display may be presented notifying the user that the tradable asset is entering a period of risky performance. The common area 502 may also include a call option area and / or a put option area. The option area provides the user with information indicating whether other investors are predicting stronger or weaker performance for the tradable asset. Based on option positions, a display may be presented notifying the user that the tradable asset is entering a period of higher than expected performance. Accordingly, providing such annular areas and corresponding displays is advantageous because it allows the user to determine all relevant information on a single screen, thereby enabling the user to quickly execute trades and maximize the value of their trades. Without such information, the user would be unable to execute trades quickly and maximize their positions.

[0053] In each of the above-described embodiments for tradable assets, artificial intelligence (AI) may be employed to manage the performance of a user's investment base. The AI ​​may propose trade recommendations based on, for example, the user's trading tendencies. For example, the AI ​​may provide buy / sell recommendations for a user's tradable assets based on the user's past behavior regarding candlestick events, insider trading events, upcoming dividends (or no dividends), at-the-money, and / or natural ratio occurrences. The AI ​​may provide buy / sell recommendations for a user's tradable assets based on the user's past behavior with the same or similar assets. In addition, the AI ​​may query the user regarding their portfolio to optimize their holdings. For example, the AI ​​may learn that a user has preferences for assets within a particular class or sector (e.g., energy, financials, healthcare, telecommunications, etc.) and provide recommendations for assets within that class or sector. Furthermore, the AI ​​may learn that a user has preferences for characteristics of these assets (e.g., dividend payments, short selling, etc.) and provide recommendations for assets within that class or sector that match the user's preferred characteristics.

[0054] According to some embodiments, a recommendation for a tradable asset may be to buy a certain amount of the tradable asset, sell a certain amount of the tradable asset, or hold a certain amount of the tradable asset. A recommendation symbol, such as a unique typeface for the ticker symbol 504, or other distinctive feature or icon of the ticker symbol 504, may be used to graphically communicate the recommendation to the user. As an example, the display driver module may recommend selling the tradable asset IMPUY by formatting the ticker symbol 504 with a thick strikethrough. As another example, the recommendation determined by the display driver module is to hold the tradable asset having the ticker symbol PLTR, as indicated by italicized underlined text. The remaining tradable assets have received a “buy” recommendation, as indicated by standard block letters. The “buy” recommendation informs the user that the conditions specified in the configuration package have been met and justifies the purchase of a certain amount of the corresponding tradable asset. However, any other distinctive feature, such as color, capitalization, fonts incorporating decorations, or any other symbol, may be used to graphically communicate the recommendation to the user. The interface 500 may be further configured to incorporate alerts and / or sounds to notify the user of trade recommendations. The user may receive a flashing or static red indication to sell the tradeable asset. The user may receive a flashing green indication to buy the tradeable asset. The user may receive a flashing or static red indication to sell the tradeable asset. The user may receive a flashing or static yellow indication to hold the tradeable asset. The colors and presentation (e.g., flashing) may vary. Additionally, the user may receive notifications (e.g., email, mobile application, text message) regarding the trade recommendations.

[0055] Interface 500 may be further configured to present the top-performing portfolios of other traders and / or the portfolios of traders the user is following. In at least one embodiment, interface 500 may be configured to display the common holdings of all portfolios the user is following. The common holdings may be any predetermined number (e.g., one or more) set by the user. For example, by setting the common holdings threshold to two, interface 500 will present all tradable assets currently held by at least two other traders. An advantage of this presentation is that the user can determine the common assets held by other traders and evaluate the assets on one screen, thereby improving the efficiency of the decision-making process.

[0056] Additionally, users can access other users' portfolios and observe the assets and quantities held by those users. Interface 500 may further be configured to allow users to select an adjustment feature to mimic a top-performing portfolio. For example, if a user selects the adjustment feature, the user will trade into the same positions as other portfolios based (for example) on the proportionality of available assets.

[0057] Referring to Figure 6, a flow diagram of a process 600 for generating a dynamic interface with a computing system for displaying real-time information regarding multiple tradable assets in a portfolio is shown. Process 600 includes receiving data for each of multiple tradable assets (610). The data may be received and aggregated from multiple databases. Based on the data, a node is generated for each tradable asset (612). For each tradable asset, a quantity is determined (614), a price change is determined (616), a recommended action is determined (618), and a trading momentum is determined (620). A dynamic interface is generated (622) to display the real-time information regarding the multiple tradable assets.

[0058] 7A and 7B, a dynamic interface of multiple nodes representing tradable assets is shown at two different time periods. The dynamic interface includes a circular common area 702 in which the multiple nodes are located. As described herein, the multiple nodes include data-based characteristics of the tradable assets.

[0059] The first characteristic may indicate the user's holdings of multiple tradable assets in the portfolio. The tradable assets are positioned between the center 701 of the circular common area and the outer edge of the circular common area, with their positions based on the first characteristic. In one embodiment, tradable assets with higher volumes may be positioned toward the center 701, while tradable assets with lower volumes may be positioned toward the outer edge. Additionally, the circular common area 702 may be segmented into bands corresponding to different ranges of volumes. For example, node 704 is positioned toward the center 701 and therefore represents a higher volume percentage of the portfolio. In contrast, node 722 is positioned toward the outer edge of the circular common area and therefore represents a lower volume percentage of the portfolio. In another embodiment, tradable assets with higher volumes may be positioned toward the outer edge, while tradable assets with lower volumes may be positioned toward the center 701 of the circular common area. For example, node 716 is positioned toward the outer edge, thereby representing a higher volume percentage of the portfolio. In contrast, node 722 is positioned toward the center 701 of the circular common area and therefore represents a lower volume percentage of the portfolio.

[0060] The second characteristic may indicate the trading momentum of a tradable asset. Nodes of the tradable asset have angular movement based within a circular common area, the direction of which indicates how the asset is trading (e.g., whether the asset is increasing or decreasing in value). Tradable assets with positive trading momentum have clockwise angular movement, and the speed of the angular movement increases with increasing positive trading momentum values. Tradable assets with negative trading momentum have counterclockwise angular movement, and the speed of the angular movement increases with increasing negative trading momentum values. The velocity of the trading momentum may be based on a 10-day trend. The 10-day trend may be defined as the change (if any) between the previous day's closing price and the closing price 10 days prior. Alternatively, the trend may be based on a different number of days. The velocity of the trading momentum may be segmented into groups (e.g., quartiles) corresponding to the degree of change in the trend. For example, trading momentum in the first quartile corresponds to a change between (±) 0% and 2% and correlates with a node having a first rotation speed (e.g., very slow rotation). Trading momentum in the second quartile corresponds to a change between (±) 3% and 6% and correlates with a node having a second rotation speed (e.g., slow rotation). Trading momentum in the third quartile corresponds to a change between (±) 7% and 10% and correlates with a node having a third rotation speed (e.g., medium rotation). Trading momentum in the fourth quartile corresponds to a change between (±) 10% and correlates with a node having a fourth rotation speed (e.g., fast rotation).

[0061] For example, nodes 704, 710, 712, 716, 726, and 722 have positive trading momentum of clockwise angular movement, indicating that the asset is increasing in value. Furthermore, node 722 has a large positive trading momentum because its position has changed dramatically over the period, indicating that the asset is increasing in value rapidly. In contrast, node 710 has a small positive trading momentum because its position has changed minimally over the period, indicating that the asset is increasing in value slowly. Trading momentum may be based on the percentage of new buyers / sellers of the tradable asset and / or the quantity of the tradable asset being purchased or sold. Additionally or alternatively, trading momentum may be based on the rate of change in the market price of the tradable asset.

[0062] Nodes 706, 708, 714, 718, and 724 have negative trading momentum with counterclockwise angular movement, indicating that the asset is decreasing in value. Node 714 has dramatically changed its position over the period, indicating a large negative trading momentum and a rapid decrease in asset value. In contrast, node 718 has minimal change in its position over the period, indicating a small negative trading momentum and a slow decrease in asset value. Node 720 remains in the same position, indicating no trading momentum and no change in asset value. Providing the above information to a user in this manner is advantageous because it allows the user to evaluate their entire portfolio in a single window. For example, a user can evaluate whether a large asset holding is rapidly losing value and determine that they should reduce their position. Alternatively, a user can evaluate whether a nominal asset holding is rapidly gaining value and determine that they should increase their position.

[0063] 7A and 7B, a third characteristic is the size of the node, which indicates a change in price, with an increase in size correlating with an increase in value and a decrease in size correlating with a decrease in value. The third characteristic may be based on the opening price of the tradable asset. For example, node 716 has a large node size, indicating that the asset's value has increased significantly since the asset's opening price. In contrast, node 714 has a small node size, indicating that the asset's value has decreased slightly since the asset's opening price. Furthermore, the size of the node may be segmented into multiple sizes. For example, the nodes may be segmented into small sizes, which correlate with a change between (±) 0% and 0.5% of the change; medium sizes, which correlate with a change between (±) 0.5% and 1% of the change; large sizes, which correlate with a change between (±) 1% and 4% of the change; and extra-large sizes, which correlate with a change between (±) 4% of the change.

[0064] Additionally, a tradable asset may have a fourth characteristic that indicates a recommended trading action. Similar to the recommendations illustrated in FIG. 5, the recommended trading action may correlate to a buy recommendation, a sell recommendation, or a hold recommendation. For example, the asset corresponding to node 722 may be a buy recommendation because it has a large positive trading momentum and a large volume. Additionally, the asset corresponding to node 714 may be a sell recommendation because it is rapidly losing value and has a large volume. Additionally, the asset corresponding to node 718 may be a hold recommendation because it is not rapidly losing value. In some examples, buy recommendations may be green nodes, sell recommendations may be red nodes, and hold recommendations may be yellow nodes.

[0065] A fifth characteristic may also indicate the daily price change of a tradable asset, with the nodes exhibiting a visual indicator. For example, the visual indicator of the nodes may be a color, with yellow correlating with a change of ±0.5%, green correlating with a change of more than 0.5%, and red correlating with a change of less than -0.5%. Further, the intensity (or darkness) of the node may indicate a greater rate of change. For example, a dark green node may correlate with a change significantly greater than 0.5%, and a light (or pale) red node may correlate with a change of -0.5% (or slightly more).

[0066] A sixth characteristic may also indicate the daily price change of a tradable asset, with the node exhibiting an audio indicator. For example, the node's audio indicator may be a sound, with a bird (or chirp) sound correlating with a positive change, a beep correlating with a negative change, and no sound correlating with no change (or very little change). Furthermore, the intensity (or darkness) of the sound may indicate a greater rate of change. For example, a fast chirp may correlate with a large positive change (e.g., greater than 5%), and a slow (or intermittent) beep may correlate with a small negative change (e.g., less than 0.5%).

[0067] A seventh feature may indicate one or more performance indicators of a tradable asset. While tradable assets are typically presented as nodes, tradable assets may also be presented in other shapes corresponding to the performance indicators. In addition, the shape of the performance indicator may include a visual indicator, as described above. The performance indicators may include Bollinger Bands, a volume-weighted average price (VWAP), a relative strength index (RSI), and an intraday momentum index (IMI). In one embodiment, the Bollinger Bands indicator is represented as a triangle, the VWAP is represented as a square, the RSI is represented as a hexagon, and the IMI is represented as a diamond. For example, when the upper and lower bands (e.g., band widths) of the Bollinger Bands are closer together, the triangular visual indicator is displayed in green, indicating low volatility. Conversely, when the upper and lower bands (e.g., band widths) of the Bollinger Bands are farther apart, the triangular visual indicator is displayed in red, indicating high volatility. When the VWAP exceeds the current trading price of the tradable asset (i.e., becomes undervalued), the square visual indicator is displayed in green. Alternatively, when the VWAP exceeds the current trading price of the tradable asset (i.e., becomes overvalued), the square visual indicator is displayed in red. When the RSI of the tradable falls below a first threshold (e.g., 30), the hexagonal visual indicator is displayed in green. Alternatively, when the RSI of the tradable rises above a second threshold (e.g., 70), the hexagonal visual indicator is displayed in red. Similarly, when the IMI of the tradable falls below a first threshold (e.g., 30), the hexagonal visual indicator is displayed in green. Alternatively, when the IMI of the tradable rises above a second threshold (e.g., 70), the hexagonal visual indicator is displayed in red. It should be appreciated that a user may be able to configure thresholds for the performance indicators. In another embodiment, when multiple performance indicators are triggered, the visual indicator may be a star.

[0068] With each of the above characteristics for a tradable asset / node, artificial intelligence (AI) can be employed to manage the performance of a user's investment base. The AI ​​can, for example, suggest trading recommendations based on the user's trading tendencies. For example, the AI ​​can provide buy / sell recommendations for a user's tradable asset based on the user's past thresholds of performance metrics. In addition, the AI ​​can provide buy / sell recommendations for a user's tradable asset based on the user's past behavior with the same or similar assets. For example, the AI ​​understands when a user prefers to buy or sell with a particular trading momentum velocity, momentum direction, price change rate, etc.

[0069] 8A and 8B, which illustrate diagrams of connectivity indicators between tradable assets corresponding to industries and sectors. A user can select a node within the circular common area 802 to identify assets that are part of the same industry 812 and / or sector 814. For example, if a user selects node 804 and pharmaceutical manufacturing 813 or technology sector 815, the dynamic interface displays connectivity indicators between node 804 and nodes 806, 808, and 810. The connectivity indicators provide a user with a quick assessment of which assets are in the user's portfolio, how those assets are trading, and the size of their positions in that industry or sector relative to their portfolio. Industries can be, for example, aerospace, asset management, banking, consumer electronics, credit services, pharmaceutical manufacturing, electrical equipment, multimedia, engineering, and construction. Industries can be, for example, materials, communication services, consumer discretionary, energy, financial services, healthcare, industrials, and technology.

[0070] FIG. 9 illustrates a dynamic interface 900 of multiple wedges representing tradable asset classes. The dynamic interface 900 includes multiple nodes 910 arranged within a common area. The dynamic interface 900 further includes multiple wedges 920, 930, 940, and 950 arranged within the common area. The multiple wedges 920, 930, 940, and 950 correspond to various asset classes. The multiple wedges 920, 930, 940, and 950 rotate around a center point 901 of the common area. The multiple wedges 920, 930, 940, and 950 include characteristics based on the asset class data. A first characteristic may indicate the quantity of tradable assets within the asset class relative to the portfolio, which is the size of the wedge. A large wedge size corresponds to a user holding a large amount of tradable assets within the class in the portfolio. In contrast, a small wedge size corresponds to a user holding only a small amount of tradable assets within the class in the portfolio. For example, wedge 920 is larger than wedge 950 , indicating that the user holds significantly more assets corresponding to the classes in wedge 920 than assets corresponding to the classes in wedge 950 .

[0071] A second characteristic may indicate the trading momentum of an asset class. Similar to the nodes illustrated in Figures 7A and 7B, asset class wedges have angular movement based within a common area, the direction of which indicates how the class is trading (e.g., whether the asset class is increasing or decreasing in value). Asset classes with positive trading momentum have clockwise angular movement, with the rate of angular movement increasing for larger positive trading momentum values. Asset classes with negative trading momentum have counterclockwise angular movement, with the rate of angular movement increasing for larger negative trading momentum values.

[0072] The third characteristic may indicate a recommended trading action. Similar to the recommendations illustrated in FIGS. 7A and 7B, the recommended trading action may correlate to a buy recommendation, a sell recommendation, or a hold recommendation. In this example, a buy recommendation for a particular asset class corresponds to a recommendation that the user increase their position in an asset already in the portfolio. Alternatively, a buy recommendation for a particular asset class corresponds to a recommendation that the user purchase additional assets within the class that are not already held in the portfolio. Similarly, a sell recommendation for a particular asset class corresponds to a recommendation that the user reduce their position in an asset already in the portfolio. In some examples, buy recommendations may be green wedges, sell recommendations may be red wedges, and hold recommendations may be yellow wedges. The asset classes may be pharmaceuticals, social media, electric vehicles, and energy.

[0073] The dynamic interface 900 may be further configured to present the top-performing portfolios of other traders and / or the portfolios of traders the user is following. In at least one embodiment, the dynamic interface 900 may be configured to display the common holdings of all portfolios the user is following. The common holdings may be any predetermined number (e.g., one or more) set by the user. For example, by setting the common holdings threshold to two, the dynamic interface 900 will present all tradable assets currently held by at least two other traders. An advantage of this presentation is that the user can determine the common assets held by other traders and evaluate the assets on one screen, thereby improving the efficiency of the decision-making process.

[0074] In another embodiment, dynamic interface 900 may be further configured to present additional information about a tradable asset and / or tradable asset class. For example, by hovering a cursor over a node or wedge in dynamic interface 900, a user may be able to view detailed information about that asset, which may be advantageous because the user may further explore the asset by its characteristics after identifying it on dynamic interface 900. The detailed information may include Bollinger Band values, VWAP, RSI, IMI, stock price, stock price change, and stock price rate change.

[0075] For each of the above-described characteristics of a tradable asset / wedge, artificial intelligence (AI) can be employed to manage a user's investments based on performance. The AI ​​can, for example, suggest trade recommendations based on the user's trading tendencies. For example, the AI ​​can provide buy / sell recommendations for a user's tradable asset based on the user's past thresholds of performance metrics. In addition, the AI ​​can provide buy / sell recommendations for a user's tradable asset based on the user's past behavior with the same or similar assets. For example, the AI ​​understands when a user prefers to buy or sell at a particular trading momentum velocity, momentum direction, price change rate, etc.

[0076] The above-described embodiments of interface 500 and dynamic interface 900 may be combined with “gamification” features. Any of a variety of ways may be used to “gamify” these embodiments, for example, to encourage feedback, to reward users for achieving status levels (e.g., labeling them as top traders or successful traders), to simply encourage further use of the platform or service in general, to encourage collaboration between users, and / or to allow users to monetize their trading skills. In one embodiment, users may charge others to access their portfolios (e.g., to view their interface 500 and / or dynamic interface 900). This is advantageous if a user develops a reputation as a successful trader and attracts attention (or followers), thereby increasing the amount of funds users can earn for granting access to their portfolios. Additionally, in some embodiments, users may be encouraged / rewarded for posting their portfolios, for example, to see if other users are interested in their investments.

[0077] 10 illustrates an example of a computing device configured and / or programmed with one or more of the example systems and methods described herein and / or equivalents thereof. The example computing device may be a computer 600 including a processor 1002, a memory 1004, and input / output ports 1010 operably connected by a bus 1008. In one example, the computer 1000 may include logic 1030 configured to control the operation of the display 102 associated with the system 100 shown in FIG. 1. In different examples, the logic 1030 may be implemented in hardware, a non-transitory computer-readable medium having instructions stored thereon, firmware, and / or combinations thereof. While the logic 1030 is illustrated as a hardware component attached to the bus 1008, it should be understood that in other embodiments, the logic 1030 may be implemented in the processor 1002, stored in the memory 1004, or stored on the disk 1006.

[0078] In one embodiment, logic 1030 or computer 1000 is a means (e.g., structure: hardware, non-transitory computer-readable medium, firmware) for performing the described operations. In some embodiments, computer 1000 may be a server operating in a cloud computing system, a server configured in a Software as a Service (SaaS) architecture, a smartphone, a laptop, a tablet computing device, etc.

[0079] The means may be implemented, for example, as an ASIC programmed to allow communication between entities and restrict communication to authorized entities, or as stored computer-executable instructions presented to the computer 1000 as data 1016 that are temporarily stored in memory 1004 and then executed by the processor 1002.

[0080] The logic 1030 may also provide means (e.g., hardware, a non-transitory computer-readable medium storing executable instructions, firmware) for performing operations related to controlling the display 102 as described herein.

[0081] Generally describing an exemplary configuration of computer 1000, processor 1002 can be a variety of processors, including dual microprocessors and other multi-processor architectures. Memory 1004 can include volatile memory and / or non-volatile memory. Non-volatile memory can include, for example, ROM, PROM, etc. Volatile memory can include, for example, RAM, SRAM, DRAM, etc.

[0082] The storage disk 1006 may be operatively connected to the computer 1000, for example, via an input / output (I / O) interface (e.g., card, device) 1018 and an input / output port 1010. The disk 1006 may be, for example, a magnetic disk drive, a solid-state disk drive, a floppy disk drive, a tape drive, a Zip drive, a flash memory card, a memory stick, etc. Additionally, the disk 1006 may be a CD-ROM drive, a CD-R drive, a CD-RW drive, a DVD-ROM, etc. The memory 1004 may store, for example, process 1014 and / or data 1016. The disk 1006 and / or memory 1004 may store an operating system, which controls and allocates resources of the computer 1000.

[0083] The computer 1000 can interact with input / output (I / O) devices via an I / O interface 1018 and input / output ports 1010. The input / output devices can be, for example, a keyboard, a microphone, a pointing and selection device, a camera, a video card, a display, a disk 1006, a network device 1020, etc. The input / output ports 1010 can include, for example, serial ports, parallel ports, and USB ports.

[0084] The computer 1000 can operate in a networked environment and thus can be connected to network devices 1020 via the I / O interface 1018 and / or the I / O ports 1010. Through the network devices 1020, the computer 1000 can interact with a network. Through the network, the computer 1000 can be logically connected to a remote computer. Networks with which the computer 1000 can interact include, but are not limited to, a LAN, a WAN, and other networks.

[0085] In one or more embodiments, the disclosed methods or their equivalents are performed by computer hardware configured to perform the methods, or by computer instructions embodied in modules stored on a non-transitory computer-readable medium, the instructions being configured as an executable algorithm configured to perform the methods when executed by at least a processor of a computing device.

[0086] For ease of explanation, the methodologies depicted in the figures are shown and described as a series of algorithmic blocks; however, it should be understood that the methodologies are not limited by the order of the blocks. Some blocks may occur in a different order and / or concurrently with other blocks than shown and described. Furthermore, not all illustrated blocks may be used to implement an example methodology. Blocks may be combined or separated into multiple operations / components. Furthermore, additional and / or alternative methodologies may employ additional operations not shown in the blocks.

[0087] Exemplary Artificial Intelligence Implementations Advantageously, most or all of the functionality of the systems, methods, and platforms described and discussed above may be implemented or assisted by the use of artificial intelligence (AI). Those skilled in the art are well versed in the development and use of artificial intelligence, and a detailed discussion thereof is omitted here. However, the AI ​​principles for providing recommendations for managing a portfolio, as disclosed in U.S. Patent No. 11,443,380, which is incorporated herein by reference, may be utilized. Additionally, implementing AI into some or all of the inherent functionality of systems, methods, and platforms designed or constructed according to the disclosed principles, can yield novel applications and results. AI not only does a better job of including all relevant information about a user's trading preferences that the user might forget to include in the portfolio, but it can also present that information in a better way. Such better presentations can also be tailored to the purpose for which the user is using the systems, methods, and platforms, such as tailoring the portfolio to provide the optimal presentation for asset trading.

[0088] For example, as described above, the AI ​​can suggest trade recommendations based on, for example, a user's trading tendencies. For example, the AI ​​can provide buy / sell recommendations for a user's tradable assets based on the user's past behavior regarding candlestick events, insider trading events, upcoming dividends (or no dividends), at-the-money, and / or natural ratio occurrences. The AI ​​can provide buy / sell recommendations for a user's tradable assets based on the user's past behavior with the same or similar assets. In addition, the AI ​​can query the user regarding their portfolio to optimize their holdings. For example, the AI ​​can learn that a user has preferences for assets within a particular class or sector (e.g., energy, financials, healthcare, telecommunications, etc.) and provide recommendations for assets within that class or sector. Furthermore, the AI ​​can learn that a user has preferences for characteristics of these assets (e.g., dividend payments, short selling, etc.) and provide recommendations for assets within that class or sector that match the user's preferred characteristics.

[0089] Additionally, the AI ​​can suggest trading recommendations based on, for example, the user's trading tendencies. For example, the AI ​​can provide buy / sell recommendations for the user's tradable assets based on the user's past performance thresholds. Additionally, the AI ​​can provide buy / sell recommendations for the user's tradable assets based on the user's past behavior with the same or similar assets. For example, the AI ​​understands when the user prefers to buy / sell with a particular trading momentum velocity, momentum direction, price change rate, etc. Additionally, the AI ​​can query the user regarding their portfolio to optimize their holdings. For example, the AI ​​can learn that the user has a preference for assets within a particular class or sector (e.g., energy, financials, healthcare, telecommunications, etc.) and provide recommendations for assets within that class or sector. Furthermore, the AI ​​can learn that the user has preferences for characteristics of these assets (e.g., dividend payments, short selling, momentum tendency, etc.) and provide recommendations for assets within that class or sector that match the user's preferred characteristics. Additionally, in any and all of the situations described, the user can query the AI ​​regarding their portfolio and receive information or recommendations. For example, users can ask the AI ​​for suggestions on investment strategies, how to manage their portfolios, trading behavior, or the portfolios of other users who have achieved better returns.

[0090] In yet another aspect, the AI ​​can suggest other users' portfolios for the user to follow based on the user's holdings and trading trends. For example, the AI ​​can identify other users' portfolios with similar volumes but higher returns. In addition, the AI ​​can identify other users' portfolios with similar trading trends but higher returns. The AI ​​can suggest that the user follow these portfolios to help improve the user's returns. The AI ​​can also suggest investment actions the user should take based on the suggested portfolios. For example, the AI ​​can suggest that the user divest from a particular asset and purchase a similar asset held by a user they are following that has generated better returns.

[0091] Another potential implementation of AI for the user is the use of AI to help customize interface 500 and / or dynamic interface 900. For example, the user can interact with the AI ​​and answer questions regarding their preferences for information presented in interface 500 and / or dynamic interface 900. The user can learn how interface 500 and / or dynamic interface 900 operates and why interface 500 and / or dynamic interface 900 should present certain information. Based on the user's answers, the AI ​​can provide suggestions regarding what information to present in interface 500 and / or dynamic interface 900; generally, the AI ​​can provide the user with educational information about finance and how the educational information might be visualized on interface 500 and / or dynamic interface 900. Additionally, the AI ​​can periodically follow up with the user regarding their information preferences, as preferences change over time and are based on the user's evolving trading habits.

[0092] The contents of the following sections include definitions of selected terms used herein. These definitions include various examples and / or forms of components that fall within the scope of the terms and that may be used for implementation. These examples are not intended to be limiting. Both singular and plural terms may be included within these definitions.

[0093] References to "one embodiment," "embodiment," "one example," "example," etc. indicate that the embodiment or example so described may include a particular feature, structure, characteristic, property, element, or limitation, but not all embodiments or examples necessarily include that particular feature, structure, characteristic, property, element, or limitation. Moreover, repeated use of the phrase "in one embodiment" may, but does not necessarily, refer to the same embodiment.

[0094] As used herein, a "data structure" is an organization of data within a computing system stored on a memory medium, storage device, or other computer system. A data structure may be, for example, any one of a data field, a data file, a data array, a data record, a database, a data table, a graph, a tree, a linked list, etc. A data structure may be formed from or contain many other data structures (e.g., a database contains many data records). Other examples of data structures are possible according to other embodiments.

[0095] As used herein, "computer-readable medium" or "computer storage medium" refers to a non-transitory medium that stores instructions and / or data configured to perform one or more of the disclosed functions when executed by at least one processor. In some embodiments, data may function as instructions. Computer-readable media may take forms including, but not limited to, non-volatile media or volatile media. Non-volatile media may include, for example, optical disks, magnetic disks, and the like. Volatile media may include, for example, semiconductor memory, dynamic memory, and the like. Common forms of computer-readable media may include, but are not limited to, floppy disks, flexible disks, hard disks, magnetic tape, other magnetic media, application-specific integrated circuits (ASICs), programmable logic devices, compact disks (CDs), other optical media, random access memory (RAM), read-only memory (ROM), memory chips or cards, memory sticks, solid-state storage devices (SSDs), flash drives, and other media on which a computer, processor, or other electronic device can function. Each type of media, when selected for implementation in an embodiment, may include stored instructions for an algorithm configured to perform one or more of the disclosed and / or claimed functions.

[0096] As used herein, "logic" refers to components implemented in computer or electrical hardware, non-transitory media having stored thereon instructions of an executable application or program module, and / or combinations thereof, to perform any of the functions or operations disclosed herein and / or cause another logic, method, and / or system to perform a function or operation as disclosed herein. Equivalent logic may include firmware, a microprocessor programmed with an algorithm, discrete logic (e.g., ASIC), at least one circuit, analog circuit, digital circuit, programmed logic device, memory device containing algorithmic instructions, etc., any of which may be configured to perform one or more of the disclosed functions. In one embodiment, logic may include one or more gates, combinations of gates, or other circuit components configured to perform one or more of the disclosed functions. Where multiple logics are described, it may be possible for the multiple logics to be incorporated into one logic. Similarly, where a single logic is described, it may be possible for the single logic to be distributed among multiple logics. In one embodiment, one or more of these logics are corresponding structures associated with performing the disclosed and / or claimed functions. The choice of what type of logic to implement may be based on desired system requirements or specifications. For example, if high speed is the goal, hardware may be selected to implement the function. Then, if low cost is desired, stored instructions / executable applications may be selected to implement the function.

[0097] While the disclosed embodiments have been shown and described in considerable detail, it is not intended to limit or in any way restrict the scope of the appended claims to such detail. Of course, it is not possible to describe every conceivable combination of components or methodologies for purposes of describing various aspects of the subject matter. Therefore, the present disclosure is not limited to the specific details or illustrative examples shown and described.

[0098] When the term "includes" or "including" is used in the detailed description or the claims, this term is intended to be as inclusive as the term "comprising," so that it can be interpreted as a transitional term when used in the claims.

Claims

1. 1. A method for generating a dynamic interface with a computing system for displaying real-time information regarding a plurality of tradable assets in a portfolio, comprising: receiving data for each of the plurality of tradable assets, the data being received in real time; generating a node for each tradable asset of the plurality of tradable assets based on the data for each tradable asset, each node comprising: a first characteristic indicative of the quantities of the plurality of tradable assets in the portfolio; a second characteristic indicative of trading momentum; generating the dynamic interface for displaying the real-time information regarding the plurality of tradable assets; the dynamic interface includes a node for each tradable asset located within a circular common area of ​​the dynamic interface; each node has a location between a center of the circular common area and an outer edge of the circular common area, the location being based on the first characteristic of each node; one or more nodes having an angular movement based on the second characteristic; the dynamic interface is updated with real-time changes in the data for any of the plurality of tradable assets.

2. each node further comprising a third characteristic indicative of a price change and a fourth characteristic indicative of a recommended trading action; The method of claim 1 , wherein the dynamic interface is generated such that each node has a size based on the third characteristic and each node has a color based on the fourth characteristic.

3. 10. The method of claim 1, further comprising: generating a connection indicator between a user-selected tradable asset node and one or more related tradable asset nodes, the connection indicator being displayed on the dynamic interface.

4. The method of claim 3 , wherein the connectivity indicator is based on the user-selected tradable asset and the one or more related tradable assets being within an industry sector.

5. 5. The method of claim 4, wherein the industry verticals include at least one of aerospace, asset management, banking, consumer electronics, credit services, pharmaceutical manufacturing, electrical equipment, multimedia, engineering, and construction.

6. The method of claim 5 , wherein the connectivity indicator is based on the user-selected tradable asset and the one or more related tradable assets being in the same sector.

7. The method of claim 6 , wherein the sector comprises one or more of materials, communication services, consumer goods, energy, financial services, healthcare, industrials, and technology.

8. 3. The method of claim 2, wherein the third characteristic is based on the opening price of the tradable asset, further wherein the size increases with positive price changes and decreases with negative price changes, and further wherein the color of the node is associated with a buy recommendation, a sell recommendation, or a hold recommendation.

9. 2. The method of claim 1, wherein the angular movement of the node is clockwise when trading momentum is positive, and the rate of the angular movement increases for more positive values ​​of trading momentum.

10. 2. The method of claim 1, wherein the angular movement of the node is counterclockwise when trading momentum is negative, and the rate of the angular movement increases for more negative values ​​of trading momentum.

11. receiving data for each of a plurality of asset classes, said data being received in real time; generating a wedge for each asset in the plurality of asset classes based on the data for each of the plurality of asset classes, each wedge comprising: a third characteristic indicative of the quantities of the plurality of tradable assets in the portfolio; a fourth characteristic that indicates a recommended trading action; a fifth characteristic indicative of trading momentum of assets within the asset class; The dynamic interface includes: the plurality of concentric wedges disposed within the circular common area; one or more concentric wedges having angular movement based on the fifth characteristic of each wedge; each wedge having a color based on the fourth property; each wedge having a size based on the third characteristic; 10. The method of claim 1, wherein the asset class is selected from the group consisting of pharmaceuticals, social media, electric vehicles, and energy.

12. 12. The method of claim 11, wherein the angular movement of each wedge is clockwise when trading momentum for the asset class is positive, and wherein the rate of angular movement increases with increasing positive values ​​of trading momentum.

13. 12. The method of claim 11, wherein the angular movement of each wedge is counterclockwise when trading momentum is negative, and the rate of angular movement increases for more negative values ​​of trading momentum.

14. A non-transitory computer-readable medium for storing instructions that, when executed by one or more processors, receiving data for each of a plurality of tradable assets, the data being received in real time; generating a node for each tradable asset of the plurality of tradable assets based on the data for each tradable asset, each node comprising: a first characteristic indicative of a quantity of the plurality of tradable assets in a portfolio; a second characteristic indicative of trading momentum; generating a dynamic interface for displaying real-time information regarding the plurality of tradable assets; the dynamic interface includes a node for each tradable asset located within a circular common area of ​​the dynamic interface; each node has a position between a center of the circular common area and an outer edge of the circular common area, the position being based on the first characteristic of each node; one or more nodes have an angular movement within the circular common area, the angular movement being based on the second characteristic; and wherein the dynamic interface is updated with real-time changes in the data for any of the plurality of tradable assets.

15. each node further includes a third characteristic indicative of a price change and a fourth characteristic indicative of a recommended trading action; 15. The non-transitory computer-readable medium of claim 14, storing additional instructions that, when executed by the one or more processors, cause the one or more processors to generate the dynamic interface such that each node has a size based on the third characteristic and each node has a color based on the fourth characteristic.

16. 15. The non-transitory computer-readable medium of claim 14, further storing instructions that, when executed by the one or more processors, cause the one or more processors to: generate a connection indicator between a node of a user-selected tradable asset and nodes of one or more related tradable assets, the connection indicator being displayed on the dynamic interface.

17. 17. The non-transitory computer-readable medium of claim 16, wherein the connectivity indicator is based on the user-selected tradable asset and the one or more related tradable assets being within an industry vertical, the industry vertical including one or more of aerospace, asset management, banking, consumer electronics, credit services, pharmaceutical manufacturing, electrical equipment, multimedia, engineering, and construction.

18. 17. The non-transitory computer-readable medium of claim 16, wherein the connectivity indicator is based on the user-selected tradable asset and the one or more related tradable assets being in the same sector, the sectors including one or more of materials, communication services, consumer discretionary, energy, financial services, healthcare, industrials, and technology.

19. 16. The non-transitory computer-readable medium of claim 15, wherein the third characteristic is based on the opening price of the tradable asset, further wherein the size increases with positive price changes and decreases with negative price changes, and further wherein the color of the node is associated with a buy recommendation, a sell recommendation, or a hold recommendation.

20. the angular movement of the node is clockwise when trading momentum is positive, and the angular movement of the node is counterclockwise when trading momentum is negative; 15. The non-transitory computer-readable medium of claim 14, wherein the rate of movement of the angle increases with increasing positive values ​​of trading momentum, and the rate of movement of the angle increases with increasing negative values ​​of trading momentum.

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