Unified Security Trading Interface with Dynamic Layout

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Solution Overview

Problem

Investors face inconvenience when accessing and trading multiple securities, as they need to navigate multiple websites to gather information and perform trades, requiring repetitive entry of security symbols and lacking a unified platform for comprehensive information and tools.

Innovation Solution

A customizable system and method for displaying a list of securities with small charts, allowing users to select securities for detailed information and trading tools without re-entering symbols, featuring user-defined tool sets, animated subsets, and adjustable screen layouts for easy access and use.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If investors use multiple websites to obtain security information and perform trades, then they can access comprehensive information about different securities, but they must repeatedly enter security symbols and navigate between websites, increasing operation complexity and time consumption

Engineering Contradiction:
Improveaccess to comprehensive security informationVSAvoidrepetitive entry of security symbols
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The system divides security information into multiple selectable categories (e.g., price charts, company research, financial statements) that can be displayed in separate regions or tabs within a unified interface. Users can selectively view different information segments without navigating to different websites, reducing operational complexity while maintaining comprehensive access.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The unified platform integrates multiple functions (information display, analysis tools, trading capabilities) into a single system that works across all securities. Once users enter a security symbol once, the system universally applies this identifier across all tools and information displays, eliminating repetitive entry and providing comprehensive access through one interface.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Loss of information

If the system displays detailed information and multiple tools for each security, then investors can access comprehensive data, but the interface complexity and screen space requirements increase

Engineering Contradiction:
Improvecomprehensive security informationVSAvoidinterface complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The interface dynamically adjusts its complexity based on user interaction. Initially, it displays a simplified view with key security information. When users select specific securities or information categories, the system dynamically expands to show detailed tools and data relevant to that selection, maintaining simplicity for browsing while providing comprehensive functionality when needed.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system organizes information across multiple dimensional layers: a main overview layer showing key metrics, a middle layer with detailed charts and graphs accessible through expansion, and a deep layer with comprehensive research and trading tools. Users can navigate between these dimensions rather than overwhelming a single screen, maintaining interface simplicity while providing comprehensive information access.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Ease of operation

If the system provides customizable tool sets and layouts for each user, then user experience is enhanced, but the system complexity and configuration requirements increase

Engineering Contradiction:
Improveuser experienceVSAvoidcustomizable tool sets
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system provides pre-configured tool sets and layout templates tailored to different user needs (e.g., day trading layout, long-term investing layout, analysis-focused layout). Users can start with these pre-configured options immediately, enhancing ease of operation without requiring complex configuration. Advanced customization is available but not required for effective use.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system automatically detects user preferences and behavior patterns, then self-adjusts the interface configuration to optimize user experience. For example, it can automatically arrange tools based on frequently accessed features or adjust layout based on screen size and device type, reducing the need for manual configuration while enhancing personalization.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS8645262B1System and method for displaying security information
Publication Date: 2014.02.04 CHARLES SCHWAB & CO INC
  • US8645262B1 patent drawing
  • US8645262B1 patent drawing
  • US8645262B1 patent drawing

AI summary

A system and method provides security information by allowing the user to choose from among tools that will be displayed to the user, some of which may be displayed in a manner that replaces a display of a different tool when the user selects it. Some tools such as a series of small charts displayed on the user's computer screen will display information regarding multiple securities, while multiple other tools display information about a single security selected by the user, for example, by the user clicking on the small chart corresponding to that security.