optionsXpress Holdings, Inc.
|optionsXpress Holdings, Inc. Patent applications|
|Patent application number||Title||Published|
|20140108215||SYSTEM AND METHODS FOR TRADING - A system and methods for trading configured to permit an investor to transfer a request to a trading institution, the request including instructions to send a series of orders to a forum in which each subsequent order includes a parameter that changes relative to the other orders, generally moving from a start point towards an end point. The one or more changing parameters—termed dynamic parameters—are reconfigured automatically upon the occurrence of a reconfiguration event.||04-17-2014|
|20140095377||TRADING SYSTEM AND METHODS - The present invention is directed to a system and method that facilitates the more fully informed and efficient trading of items of value, including securities. According to the present invention, certain embodiments permit a customer to determine the merits of and to execute a trade from a single screen. One embodiment of the present invention provides a single option chain trading screen enabling a customer to view a matrix of all available options for a given security, including the various strike prices, expiration dates, and whether they are calls or puts. Another embodiment provides a customer with a single option chain trading screen allowing a customer to “hover” at or near various icons to obtain supplemental information without leaving the trading screen, and use a triple-action selection component to ultimately execute a trade.||04-03-2014|
|20140006249||SYSTEM AND METHODS FOR FACILITATING INFORMED TRADING OF FINANCIAL INSTRUMENTS||01-02-2014|
|20130325685||SYSTEM AND METHODS FOR PRIORITIZED MANAGEMENT OF FINANCIAL INSTRUMENTS - The invention relates to an improved means for interactive computerized communications having a facilitated capability for order entry and order execution, and providing an enhanced range of trading forms and methods to clients of brokerage firms dealing in financial securities. In particular, the invention relates to a type of interactive computerized system and software program that implements an improved mode of online communication between brokerage firms dealing in financial securities and their retail investors, to result in a more efficient and flexible range in the type of allowable trades, and that provides thereby innovative and strategic advantages to individual investors of brokerage firms, for actively managing financial securities held in trading accounts.||12-05-2013|
|20130124384||FINANCIAL INSTRUMENTS TRADING SYSTEM AND METHOD - The present invention is directed to a system and method by which the recommendations of a third party advisor chosen by an investor and with whom an investor has entered into a separate relationship can be matched with conditional trading criteria chosen by the investor. In a process for structuring such a trading system, when a matching correspondence occurs between the criteria specified in trades recommended by an advisory service and conditions chosen by the individual investor, the combined set of matching criteria then becomes the basis to initiate a formal trading order for the financial securities so defined. The trading order so generated may additionally include specified criteria not pre-defined by the investor, such as for example timing instructions that can be designated without prescription from the investor.||05-16-2013|
Patent applications by optionsXpress Holdings, Inc.