Patent ID: 8027900
Filing Date: 2011-09-27
Classification: G06Q

Abstract:
1. A method in a server of a financial instruments trading system comprising: maintaining a portfolio database in the server, the portfolio database including a portfolio of a user wherein the portfolio has current financial information for a plurality of holdings associated with the user; receiving a request for a tradescreen from the user, the request specifying a selected financial instrument and a type of action to be taken regarding the selected financial instrument; generating the tradescreen based on the portfolio database in the server, the tradescreen for displaying the current financial information for the portfolio, the tradescreen for calculating and displaying revised financial information for the portfolio, the tradescreen for entering proposed data comprising one of a proposed trade and a proposed transfer of the plurality of holdings of the user, the tradescreen for allowing the user to determine if the proposed data entered into the tradescreen would produce one of a first type of result and a second type of result; providing an interface on the tradescreen for enabling the user to submit a transaction corresponding to the proposed data entered into the tradescreen to update the portfolio database in the server with the revised financial information in an event the user determines that the proposed data would produce the first type of result; and updating the portfolio database in the server with the revised financial information upon the user submitting the transaction; wherein the revised financial information for the portfolio of the user is based on the proposed data entered into the tradescreen and the current financial information for the portfolio of the user.