Patent ID: 8285627
Filing Date: 2012-10-09
Classification: G06Q

Abstract:
1. A server-client based options portfolio trading strategy platform available to internet users for facilitating the generation of a filtered portfolio of options in which a user may invest, based on user-designated filtering criteria, said platform comprising: a server configured to generate a filtered portfolio of options; at least one non-transitory computer readable medium; a how-deep-out-of-the-money filter configured to identify options on underlying shares of various equities, said options having strike prices that are at least a designated percentage above respective spot prices of the underlying equity shares; an option portfolio price filter configured to identify options that are priced at least as high, or no higher than, a designated threshold amount; a client-based user interface configured to accept a user-designated percentage for use by the how-deep-out-of-the-money filter and a user-designated threshold amount for use by the option portfolio price filter; the client-based user interface being also configured to communicate the user-designated percentage and user-designated threshold amount to a server-based portfolio module; the server-based portfolio-generating module being configured to generate the filtered portfolio of options by applying the how-deep-out-of-the-money and option portfolio price filters, together with the user-designated filtering criteria, on a larger, previously identified group of options; the client-based user interface being configured to present a list of the filtered portfolio of options to the user an underlying-share-price filter configured to identify options whose underlying shares are priced at least as high, or no higher than, a designated threshold amount; wherein the client -based user interface being configured to accept a user-designated threshold amount for use by the underlying-share-price filter; and the server-based portfolio-generating module being configured to generate the filtered portfolio of options by also applying the underlying-share-price filter on the larger previously identified group of options.