U.S. patent application number 14/189616 was filed with the patent office on 2014-06-26 for method and system for building and maintenance watch lists.
This patent application is currently assigned to CHARLES SCHWAB & CO.. The applicant listed for this patent is CHARLES SCHWAB & CO.. Invention is credited to Christopher Burmester, Douglas Corning, Jennifer Kwan, Natalie Lera, Corinne Wayshak.
Application Number | 20140180966 14/189616 |
Document ID | / |
Family ID | 39059557 |
Filed Date | 2014-06-26 |
United States Patent
Application |
20140180966 |
Kind Code |
A1 |
Corning; Douglas ; et
al. |
June 26, 2014 |
METHOD AND SYSTEM FOR BUILDING AND MAINTENANCE WATCH LISTS
Abstract
A method and apparatus for monitoring a items such as stocks and
other securities, suitable for use in portable devices, such as
personal organizes, wherein instead of separate watch lists, a pool
of items being watched is maintained, and the total number of items
which can be contained in the pool is intentionally limited to a
predefined number, and further wherein each of the items in the
pool includes an associated tag which defines a watch list to which
it belongs, and the pool of the items being watched can be viewed
simultaneously as one coherent collection, or specific watch lists
can be displayed.
Inventors: |
Corning; Douglas; (San
Francisco, CA) ; Lera; Natalie; (Oakland, CA)
; Kwan; Jennifer; (San Francisco, CA) ; Wayshak;
Corinne; (Los Altos, CA) ; Burmester;
Christopher; (Kensington, CA) |
|
Applicant: |
Name |
City |
State |
Country |
Type |
CHARLES SCHWAB & CO. |
San Francisco |
CA |
US |
|
|
Assignee: |
CHARLES SCHWAB & CO.
San Francisco
CA
|
Family ID: |
39059557 |
Appl. No.: |
14/189616 |
Filed: |
February 25, 2014 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
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13441383 |
Apr 6, 2012 |
8660929 |
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14189616 |
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11951852 |
Dec 6, 2007 |
8170939 |
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13441383 |
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09591912 |
Jun 9, 2000 |
7333951 |
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11951852 |
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60190739 |
Mar 20, 2000 |
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Current U.S.
Class: |
705/36R |
Current CPC
Class: |
G06Q 40/06 20130101;
G06Q 40/04 20130101; G06Q 20/108 20130101 |
Class at
Publication: |
705/36.R |
International
Class: |
G06Q 40/06 20120101
G06Q040/06 |
Claims
1.-20. (canceled)
21. A method for organizing information for a plurality of data
items which are being tracked in a computing device of the type
which is capable of exchanging information with a communications
center, comprising: tracking a plurality of data items at the
communications center that comprises a subset of available data
items; maintaining a data list at the communications center, which
includes information for all of the plurality of data items being
tracked; and sending the data list to the computing device.
22. The method of claim 21, further comprising receiving from a
user an instruction at the communications center defining at least
one category tag for each of the plurality of data items being
tracked.
23. The method of claim 21, wherein the data list is limited to a
predetermined number of data items.
24. The method of claim 23, further comprising displaying on the
data list a first number which indicates a running total of the
number of items in the data list.
25. The method of claim 24, further comprising displaying a second
number which indicates the predetermined number of items permitted
in the data list.
26. The method of claim 21, further comprising updating the data
lists by the communications center with at least one user defined
category tag for each of the plurality of data items being
tracked.
27. The method of claim 26, wherein sending the data list to the
computing device comprises sending the updated data list.
28. The method of claim 21, further comprising receiving updates to
the data list items being tracked, wherein the updates are
generated by the computing device.
29. The method of claim 21, wherein the data items comprise
securities.
30. The method of claim 21, wherein the computing device comprises
a mobile computing device.
31. A system for organizing information for a plurality of data
items being tracked comprising: a communications center of the type
which is capable of exchanging information with a computing device,
wherein the communications center: tracks a plurality of data items
that comprises a subset of available data items; maintains a data
list at the communications center, which includes information for
all of the plurality of data items being tracked; and sends the
data list to the computing device.
32. The method of claim 31, wherein the communications center
tracks the plurality of data items in response to receiving an
instruction to track the plurality of data items.
33. The method of claim 31, wherein the communications center
further receives an instruction from a user defining at least one
category tag for each of the plurality of data items being
tracked.
34. The method of claim 31, wherein the data items comprise
securities.
35. The method of claim 31, wherein the communications center
further displays on the data list a first number which indicates a
running total of the number of items in the data list, and displays
a second number which indicates the predetermined number of items
permitted in the data list.
Description
PRIORITY CLAIM UNDER 35 USC .sctn.119
[0001] This application claims the benefit of U.S. Provisional
Application No. 60/190,739 flied Mar. 20, 2000 under 37 USC
.sctn.119.
TECHNICAL FIELD
[0002] The present invention is directed to data organization in
personal hand held organizers, and more particularly to a method
and apparatus which maintains and organizes lists of and
information about securities being monitored by a user in a
personal hand held organizer operating over a wireless link.
BACKGROUND OF THE INVENTION
[0003] In the past, watch lists management has been focussed on
maintaining a variety of different watch lists. The items in each
watch list were maintained and changed independently of the other
watch lists. These systems are sometimes referred to as a "bucket"
system where multiple "buckets" of data are maintained, each bucket
being maintained independently of the others.
[0004] Examples of these "bucket" systems can be found, for
example, at the URL investing.schwab.com of Charles Schwab &
Co., Inc., the assignee of the subject application, in the Charles
Schwab Customer Center Watch List service, found in Quotes &
Research; or in the Morgan Stanley Dean Witter wireless product
called "Traderunner" in which lists of securities being monitored
are maintained in buckets.
[0005] Bucket type systems lead to large numbers of items in the
watch lists, with little coordination among the watch lists. This
is particularly troublesome in the wireless world where it is
important to limit the amount of information being transmitted.
[0006] In the Palm Pilot personal organizer, manufactured by 3COM
Corporation of Santa Clara, Calif., applications are listed in a
master list. When a user selects an application from the master
list, the application is launched.
SUMMARY OF THE INVENTION
[0007] In the present invention, instead of separate independent
watch lists, a pool of items being watched is maintained. In one
embodiment of the present invention, the total number of items,
which can be contained in the pool, is intentionally limited to a
predefined number.
[0008] Each of the items in the pool includes an associated tag,
which defines a watch list to which it belongs. The pool of the
items being watched can be viewed simultaneously as one coherent
collection, or specific watch lists can be displayed. When a
specific watch list is being displayed, the Items that are
displayed are those which are assigned to that watch list as
indicated by their associated tag. When the pool of items is being
viewed in one embodiment of the present invention, the user is
provided with a visual indication of the total number of items in
the pool and the maximum number of items allowed in the pool of
items.
[0009] In the preferred embodiment of the invention, the items
being watched are stocks or securities. Each stock being watched is
assigned to a watch list or lists. For purposes of the predefined
limit on the number of items in the pool, when a stock is assigned
to more than one watch list, each assignment is treated as a
separate item which counts toward the predefined limit. Thus, a
stock assigned to two different watch lists is considered to be two
separate items in the pool of items being watched.
[0010] The above architecture provides a more compact and efficient
organization for monitoring the status of the pool of items,
permits the contents of specific watch list categories to be
changed from one central location, yet provides the flexibility of
viewing subsets of the pool in different combinations according to
the criteria provided by the user.
[0011] This is particularly important with modern portable devices,
such as personal organizers, which have limited storage capacities
as well as limited communication bandwidths.
[0012] The subject invention will be more readily understood upon
consideration of the following detailed description and
accompanying drawings.
BRIEF DESCRIPTION OF THE DRAWINGS
[0013] FIG. 1 is a simplified conceptual block diagram illustrating
an example of the environment within which the subject invention is
operable.
[0014] FIG. 2 illustrates the organizational structure of the pool
of items being monitored, the watch lists which can be assembled
from the pool, and the relationship between them.
[0015] FIG. 3 is a simplified flow diagram which illustrates the
operational flow of one embodiment of the present invention as
implemented in a Palm Pilot hand held personal organizer.
[0016] FIG. 4 simplified diagram which illustrates the screen and
functional layout of one embodiment of the present invention as
implemented in a Palm Pilot hand held personal organizer, where an
example is shown of a pool of items which is being monitored.
[0017] FIG. 5 in an example of the relationship between the primary
drop down and secondary drop down menus, and the navigation between
the watch list manager and specific watch lists of the embodiment
of the present invention as implemented in a Palm Pilot hand held
personal organizer.
[0018] FIG. 6 is an illustrative example of operations assigned to
various buttons in the embodiment of the present invention as
implemented in a Palm Pilot hand held personal organizer.
[0019] FIG. 7 is an illustrative example of the navigational flow
associated with the "New" button when operated in the Watch List
Manager level of the embodiment of the present invention as
implemented in a Palm Pilot hand held personal organizer.
[0020] FIG. 8 is an illustrative example of the navigational flow
associated with the "Edit" button when operated, when a stock is
not highlighted, in the Watch List Manager level of the embodiment
of the present invention as implemented in a Palm Pilot hand held
personal organizer.
[0021] FIG. 9 is an illustrative example of the navigational flow
associated with the "Edit" button when operated, when a stock is
highlighted, in the Watch List Manager level of the embodiment of
the present invention as implemented in a Palm Pilot hand held
personal organizer.
[0022] FIG. 10 is an illustrative example of information displayed
and navigational flow, when a stock is highlighted or a stock is
highlighted, in the Watch List level of the embodiment of the
present invention as implemented in a Palm Pilot hand held personal
organizer.
DETAILED DESCRIPTION OF THE INVENTION
[0023] Referring to FIG. 1, one embodiment of the present invention
is operable in a personal organizer 10, which communicates via a
wireless link 12 with central communications center 14. The central
communications center 14 can be self-contained so that it
incorporates a central communications link 16, brokerage services
18, and exchanges 20, or can be formed through links as shown in
the figure. Located at the central communications center 14, for
example, at the brokerage service 18, is a central server 19, which
holds information about the items in the pool of items being
monitored. The information in the central server 19 can be gathered
from the exchanges 20, the brokerage service 18, the personal
communications device 10, or from other sources. The central server
19 exchanges information with the personal communications device 10
in order to maintain the pool of items and to populate the watch
lists.
[0024] FIG. 2 illustrates the relationship between the pool of
items being maintained in the personal organizer 10 in accordance
with the present invention and the associated watch lists. The pool
of items being monitored is maintained in a master list 22. The
master list 22 is intentionally limited in the number of items it
can hold; in the illustrated example, the limit is 100 items. In
the example of FIG. 2, each item in the master list 22 includes the
name of the security being tracked, and a watch list tag, which
indicates to which watch list or lists the item is assigned. For
example, the 10.sup.th item in master list 22 corresponds to
security S9 and is assigned to watch list L5; and the 68.sup.th
item corresponds to security 36 which is assigned to watch list L1.
Note that the same security can be assigned to several different
watch lists, e.g. security S7 is assigned to watch lists L1 and
L15. It is also to be noted that security S7 assigned to watch list
L1 is considered as a separate and distinct item from security S7
assigned to watch list L15.
[0025] FIG. 2 also illustrates example watch lists L1, L11, L15 and
L28. Note that a watch list can contain as little as one item, or
can contain many items.
[0026] It is to be understood that the master list 22 and the
specific watch lists shown in FIG. 2 are merely illustrative. For
example, it is not necessary within the spirit of the present
invention to assign an item number to each item being watch, as
long as the total number of items in the list is limited to a
predetermined number. Nor is it necessary to organize the list in
ascending alphanumeric order as is shown in FIG. 2.
[0027] In order to better understand the present invention, a more
detailed description of one embodiment of the present invention
will now be provided in the context of a Palm Pilot personal
organizer, manufactured by 3COM corporation of Santa Clara, Calif.
It is to be understood that the present invention is suitable for
use in other personal organizers or portable devices, and is not
limited to the Palm Pilot device.
[0028] FIG. 3 provides an operational flow diagram of the invention
as it can be embodied in the Palm Pilot device. In this embodiment,
the user works with the watch list data at two levels: the Watch
List Manager Level 24 or at the Watch List Level 26. In the Watch
List Manager Level 24, the user is able to manage watch lists by
adding, editing, and deleting watch lists. He will also manage the
creation of new entries to lists here and the deletion of them. At
the Watch List Level 26 the user will be able to view information
about the items in the watch list which is selected for
viewing.
Watch List Manager Level 24:
[0029] At the Watch List Manager Level 24 communication is had with
the central communications center 14 through the Send 28 and
Request 30 operations. In the embodiment of the present invention
described hereinafter, the preferred mechanism for communicating
between the personal communications device 10 and the central
communications center 14, is a wireless modem (not shown). It is
through the Send operation 28 that the central server 19 is
informed of changes made by the user to the items within the master
list 22, including deletions and additions to the master list 22,
and edits to the items in the master list 22. The Request operation
30 is used to retrieve up-to-date information from the central
communications center 14 about the items in the master list 22.
[0030] At the Watch List Level 26 the user uses the Request
operation 30 to communicate with the central communications center
14 to retrieve up-to-date for the items in the Watch List being
viewed. If, while in the Watch List Level 26 the user wishes to
add, delete or edit watch lists or items in a watch list, menu
selections or buttons are provided which navigate the user back to
the Watch List Manager Level 24.
[0031] Referring now to FIG. 4, the screen 25 and functional layout
of one embodiment of the present invention as implemented in a Palm
Pilot hand held personal organizer is shown. FIG. 5 illustrates an
example of the primary drop down and secondary drop down menus used
in the Palm Pilot embodiment of FIG. 4 through which navigation
between the Watch List Manager Level 24 and Watch List Level 26 is
accomplished. It is to be understood that in the embodiment being
described, the invention is implemented as one feature--the Watch
List feature--among several features in an application designed for
use on a Palm Pilot device. The user selects the Watch List feature
from among the other features by using the Primary Drop Down menu
32.
[0032] In FIG. 4, the primary drop down menu 32 is shown at the top
center of the screen layout and has an inverted arrow head which
indicates, according to the Palm Pilot protocol, the presence of a
drop down menu. As can be seen from FIG. 5, the items within
primary drop down menu 32 includes the Watch List feature as a
selection. In FIG. 4, the screen of information being displayed
corresponds to the Watch List Manager Level 24, and functional
block 24A of FIG. 3.
[0033] FIG. 5 also illustrates the secondary drop down menu 34
which lists the available functions once the Watch List feature is
selected from the primary drop down menu 32. It is to be noted that
the Manager function is listed at the bottom of the secondary drop
down menu 34, below the list of specific watch lists which can be
accessed. By selecting the Manager function from Secondary Drop
Down Menu 34, the user will be navigated to the screen shown in
FIG. 4.
[0034] In FIG. 4, the secondary drop down menu 34 is shown in the
upper right hand corner of the screen layout. The abbreviation
"Mngr" is shown in the secondary drop down menu 34 location,
thereby indicating that the device is in the Watch List Manager
Level 24. Thus, within the body of the screen 25, seven of the
items in the master watch list 22 are being displayed. For example,
stock symbol ADBE is shown to be included in the two watch lists
called "hitek" the watch list. It is to be noted, in the preferred
embodiment, duplication of watch list items is permitted. It has
been found that such permitted duplication makes reorganization and
editing of the lists easier.
[0035] The inverted arrowhead next to each listed watch list
indicates that a Watch List pull down menu of other watch list
selections can be invoked. When the Watch List pull down is invoked
for a particular entry (Item being monitored), the Watch List
associated with the entry can be changed. When this is done, that
entry will be associated with the newly-selected Watch List and
removed from the prior Watch List. For example, the item (entry)
CYGN is associated with the Watch List "Medical." The user can
invoke the Watch List pull down menu by tapping on the inverted
arrowhead which precedes the word "Medical." The user can then
select, for example, "Hitek," and thereby cause CYGN to be removed
from the "Medical" watch list, and to be added to the "Hitek" watch
list. This operation corresponds to functional block 52 in FIG.
3.
[0036] The columns shown in screen 25 are sortable. A header shown
in bold indicates that the corresponding column is sorted. The
column is by tapping on the header title. The default is ascending
alphabetical on first tap. Subsequent taps reverse the sort order
if an item is already selected.
[0037] In the embodiment of FIGS. 3 and 4, The user is allowed to
have 100 stock or index entries and can manage them in any
combination of lists, with the only rule being that there can be no
more than 100 Watch Lists. If an entry appears twice, it is counted
as two entries. The time stamp region 36 of the screen 25 informs
the user of how many entries are in the list and that there are up
to 100 allowed. It has been found that the use of the time stamp
region 36 in this manner, to inform the user of the maximum number
of items allowed, and the current (or running) total of items in
the watch list, is an efficient, simple and effective method for
instructing the user in the use and the organizational methodology
of the present invention.
[0038] When the device is in the Watch List Level 26, the time
stamp region 36 indicates the time the data was retrieved. The time
stamp region 26 also has a dynamic indicator of how many minutes
old the data is (i.e. If the user enters a screen when the data is
15 minutes old, then sits for two minutes, the screen shows that
the data is 17 minutes old). The time and time zone are that of the
data source. The time zone is included and is displayed as EST or
EDT as appropriate.
[0039] Referring now to FIGS. 4 and 6, there are several icons and
buttons below the time stamp region 36: "Request" icon 30, "New"
button 38, "Edit" button 40, "Send" button 28, "Trade" icon 42, and
"Quick Access" icon 44. Tapping the "Request" icon 30 causes the
Palm Pilot Device to establish a link with the central
communications center. 14 in order to refresh the data for the
items in the Watch List.
[0040] Tapping the "New" button 38 when no entry (item being
monitored) is selected invokes the process 38 shown in FIG. 3, and
described in more detail herein, through which a new watch list or
new entry can be made. When the "New" button 38 is tapped, the
dialog screen "New Watch List Information" 39 appears, through
which the user can select between creating a new entry or a new
watch list. See FIG. 6.
[0041] Tapping on the "Edit" button 40 invokes the process 40 shown
in FIGS. 3 and 6, and described in more detail herein, through
which an existing watch lists or entries can be edited. When the
"Edit" button is tapped, the dialog screen "Edit Watch List" 41
appears through which the user can select between renaming or
deleting a watch list. See FIG. 6.
[0042] The "Send" button 28 is presented to the user when a change
has been made to the watch lists or entries. When the "Send" button
28 is tapped, the Palm Pilot Device establishes a link with the
central communications center 14 and passes along the changes to
the central server 19. In this manner, both the remote Palm Pilot
Device and the central server 19 will have the master list 22 and
the identification of the watch lists assigned to each of the items
in the master list 22.
[0043] If the user selects a particular entry, and then taps the
trade icon 42, he will be brought to a Trade screen with the symbol
filled in. The Trade feature is one of the other features in the
application of which the Watch List features is a part.
[0044] The Quick Access icon 44 allows a user to invoke a pull down
menu in which are listed five most frequently used screens, as
defined by the user, and gives immediate navigation to them. See
FIG. 6.
[0045] Also shown in FIGS. 5 and 6, below the row of icons and
buttons, are the Palm Pilot Device Applications button, Menu button
46, and text and number entry screen. Tapping on the Menu button 46
invokes Options and Edit menus, to be described hereinafter, which
are implemented in the Watch List Manager Level 24, FIG. 3. In the
Options menu the "Edit Entry" selection will not be present unless
the user has selected an entry on the screen 25.
[0046] The operations invoked by tapping the above icons or buttons
will now be described in greater detail with reference to FIGS. 3
and 7 to 9.
Send 28:
[0047] As indicated above, the Send button 28 is not presented to
the user unless a change has been made to a watch list or watch
list entry using one of the drop down menus or dialogs. Once a
change has been recorded, the button will become visible and will
act to send the watch list back to the central server 19, via the
wireless link 12.
[0048] When a user is sending, a progress dialog will appear. If
the send is successful, the user will get the "Send Watch List Mgr
Confirmation (5517)" message:
[0049] Send Watch List Mgr Confirmation (5517): [0050] Title: Watch
List Info Sent [0051] Icon Indicator Info [0052] Message: Your
watch list information has been sent to (service provider) and
successfully saved. [0053] Button: OK
[0054] Tapping OK will bring the user back to the Watch List
Manager Level 24 screen. If the user attempts to change screens
without sending changed watch list information, he will get the
"Send Before Leave? (5519)" error message:
[0055] Send Before Leave? (5519): [0056] Title: Send Watch List
Information? [0057] Icon Indicator Warning [0058] Message: You have
changes to your watch list information that you must send to
(service provider) before use. What would you like to do with these
changes? [0059] Buttons: Send/Discard/Cancel
[0060] Tapping Send will send the changes and take the user to the
location he wants to go. Tapping Discard will ignore changes and
take the user to the location he has requested. Cancel will do
nothing but bring the user back to the Watch List Manager Level 24
screen, and the user's changes will be preserved but not sent.
[0061] If the connection falls to send the watch list changes, the
user gets the error message "Send Watch List Error":
[0062] Send Watch List Error: [0063] Title: Cannot Send Watch Lists
[0064] Icon Indicator Fail [0065] Message: We were unable to send
information about your watch lists to the server at this time.
Would you like to revert to your last sent list or hold changes
until they can be sent at a later time? Holding changes will
disable watch lists until the changes can be sent. [0066] Button:
Revert/Hold
[0067] If the user initiated the dialog via the Send command 28,
reverting will bring the user back to the previously sent version
of the Watch List Manager Level 24. Holding will bring the user to
back to the Watch List Manager Level 24 screen with no changes
made. The user's changes will be preserved but not sent, but if the
user tries to leave, he will be presented with a Send dialog.
[0068] If the user got to the "Cannot Send Watch Lists" dialog
through the "Send Before Leave? (5519)" dialog, reverting will
bring the user to the newly requested location, and changes to the
watch list information will not be retained, but watch lists will
work.
[0069] Holding will bring the user to the newly requested screen.
The user's changes will be preserved but not sent. Holding will
disable watch lists, so if the user goes to a watch list, he will
get a "Send from Holding" dialog that will inform him he needs to
send watch list changes before the watch lists will work. "No" will
keep the user in the current watch list, with no information
available. "Yes" will bring the user to the Watch List Manager, and
will execute a send command automatically.
[0070] Send from Holding Dialog: [0071] Title: Cannot Use Watch
Lists [0072] Icon Indicator. Fall [0073] Message: You are holding
changes in your Watch List Manager. In order to use any of your
watch lists, you will need to send these changes. Would you like to
go to your Watch. List Manager and do so now? [0074] Button:
Yes/No
Request 30:
[0075] The Request button 30 loads watch list information into the
Palm Pilot Device off of the central server 19 located at the
central communications center 14. If a user has made changes at the
Watch List Manager Level 24, and taps the refresh button 30, he
will get the dialog "Request Before Send Error" indicating that the
refresh will cause a data loss.
[0076] Request Before Send Error Dialog: [0077] Title: Request
Watch List Information? [0078] Icon Indicator Warning [0079]
Message: Are you sure you want to request watch list information
from the server before sending? Doing so will cause your changes to
be lost. [0080] Button: Request/Cancel
[0081] In order to prevent the data loss, the user would press
"Cancel" and then tap the "Send" button 28. Hitting "Request" will
result in a loss of the changes made by the user.
[0082] If the connection fails during a request, the user will get
the error dialog "Request Watch List Error." The user will see a
screen indicating "Watch List Manager (No Information)."
[0083] Request Watch List Error: [0084] Title: Cannot Retrieve
Watch Lists [0085] Icon Indicator Fail [0086] Message: We were
unable to retrieve information about your Watch Lists at this time.
[0087] Button: OK
New 38:
[0088] Tapping the "New" button 38 will bring up the "New Watch
List Information" dialog 39, FIG. 7 that asks the user to choose
whether he would like a new entry or new Watch List The dialog
shows by default in the drop down the item the user last selected.
If it is the first time, "Entry" will be selected as the drop down
choice. In this way, if a user is trying to rapidly enter a number
of entries, this choke will add only one more tap.
[0089] The New button 38 is always present during the Watch List
Manager Level 24 and the Watch List Level 26. If there are no watch
lists, the only choice will be to add a new watch list. This means
that one can never add an entry as "not selected" (i.e., without
assigning it to a watch list) with the intent of adding it to a
list later.
New Watch List 48:
[0090] If, in response to the "New Watch List Information" dialog
39 the user selects "Watch List," the "New Watch List" dialog box
48 will appear. See FIG. 7. Watch List names will consist of 1 to
10 letters and numbers. Other characters will not be allowed, nor
will spaces. If the user doesn't meet this criterion, he will get
the error message "Watch List Name Error."
[0091] Watch List Name Error: [0092] Title: Watch List Name Error
[0093] Icon Indicator Warning [0094] Message: Your watch list name
can be 1 to 10 letters or numbers and cannot have a space. [0095]
Button: OK
[0096] If a user taps add and no information is filled in, he will
get the error dialog "Watch List Incomplete Information."
[0097] Watch List Incomplete Information:
[0098] Title: Incomplete Information
[0099] Icon Indicator: Warning,
[0100] Message: You must fill in a name for your watch list.
[0101] Button: OK.
[0102] If the user attempts to add a name that already exists, he
will get the error dialog "New Watch List: Same Name (5518)." If
the user taps OK, he is brought back to the "New Watch List" dialog
with the old data still present for editing.
[0103] New Watch List: Same Name (5518): [0104] Title: Name Already
Exists [0105] Icon Indicator Fall [0106] Message: You already have
a Watch List named [name attempted.] Please enter a different name
for this Watch List. [0107] Button: OK
[0108] If the user reaches 100 watch lists, he will get the error
dialog "Too Many Watch Lists (5502)" when he taps the OK button in
the "New Watch List Information" dialog 39. Tapping OK will bring
him back to the Watch List Manager Level 24 screen.
[0109] Too Many Watch. Lists (55021: [0110] Title: Too Many Watch
Lists [0111] Icon Indicator Warning [0112] Message: You can only
have 100 watch lists. You may not add another watch list until
another watch list has been deleted. [0113] Button: OK
[0114] If the user successfully adds a new list, he will get the
confirmation dialog "Add Watch List Confirmation." When the user
taps "OK," he will be brought to the Watch List Manager Level 24
screen.
[0115] Add Watch List Confirmation:
[0116] Title: Watch List Added
[0117] Icon Indicator Info
[0118] Message: [Watch List name] has been successfully added.
[0119] Button: OK
New Entry 50:
[0120] If, in response to the "New Watch List Information" dialog
39, the user selects "Entry," the "New Entry" dialog 50 is
displayed. If the user successfully adds the entry to the watch
list, he will return to the Watch List Manager Level 24 screen with
the new entry added, and the list scrolled to reveal it. The
defaults for the New Entry dialog 50 fields will be: A blank in
Symbol. The drop down will consist of all watch lists that the user
has. The default the first time will be the first alphabetical
watch list. After the first time, the drop down will stay on the
last list selected by the user.
[0121] If the user enters an unknown symbol, such unknown symbols
will appear in a watch list, but the watch list will have "Unknown"
in the price list, and the user can later delete the entry. The use
of "Unknown" as a price will not be limited to entries that are
misspelled. A valid stock could become decommissioned during
mergers or bankruptcy.
[0122] If a user taps "add" in the "New Entry" dialog 50 and no
information is filled in, he will get the error dialog "Watch List
Entry Incomplete Information."
[0123] Watch List Entry Incomplete Information:
[0124] Title: Incomplete Information
[0125] Icon Indicator Warning
[0126] Message: You must fill in a symbol. [0127] Button: OK
[0128] The Palm Pilot device will perform local validation to see
if a user has a valid form for a symbol. A valid stock symbol is
1-5 alpha characters. A valid index symbol is a period followed by
1-4 alpha characters. If the symbol field does not meet this
description, the user will get the dialog "Invalid Symbol." OK will
return the user to the New Entry dialog.
[0129] Invalid Symbol:
[0130] Title: Invalid Symbol
[0131] Icon Indicator Fall
[0132] Message: This is not a valid symbol. Please re-enter.
[0133] Button: OK
[0134] If the entry already exists in the watch list, the user will
get no error. The user will be able to list multiple occurrences of
the same symbol in a single watch list. Each occurrence will count
against the 100-entry limit. If there are already 100 symbols in
the watch list manager, the user will be shown the dialog "Too Many
Entries (5505)" when he chooses the OK button in the "New Watch
List Information" dialog.
[0135] When the user taps OK, he will be brought back to the Watch
List Manager Level 24 screen.
[0136] Too Many Entries (55051: [0137] Title: Too Many Entries
[0138] Icon Indicator Fall [0139] Message: You have reached the
maximum number of entries (100) allowed in your watch list manager.
In order to add a symbol, you will have to delete another from the
list. [0140] Button: OK
Edit 40:
[0141] Referring now to FIGS. 8 and 9, in this embodiment of the
present invention, the Edit button 40 is always present. If the
user is on an entry (stock), it will bring him to the dialog: "Edit
Watch List Entry" 52. Otherwise, it will bring the user to a dialog
that will prompt him to either rename or delete a watch list: "Edit
Watch List" 54. The user will have to select which watch list to
edit as there will be no way to select one directly.
Edit Watch List 54:
[0142] The defaults for the Edit Watch List dialog 54 fields are:
The watch list drop down will be the last selected by the user. If
it is the first time, it will be the first alphabetical list. The
default for the radio button will be the delete option 56, and the
rename field 58 will be empty.
[0143] If the user chooses to rename the watch list and succeeds,
he will get the "Edit Watch List Confirmation" dialog.
[0144] Edit Watch List Confirmation: [0145] Title: Watch List
Renamed [0146] Icon Indicator Info [0147] Message: Watch List "[Old
watch list name]" has been successfully renamed to watch list "[new
watch list name.]" [0148] Button: OK
[0149] If the user taps "OK," he will return to the Watch List
Manager Level 24 with changes made. If he fails, the same error
conditions and dialogs will appear as in creating a new watch
list.
[0150] If the user chooses to delete the watch list and taps Make
Change, he will be brought to the dialog "Delete Watch List" 60. In
either case, if the user taps Cancel, he will return to the Watch
List Manager Level 24 with no changes made.
[0151] If the user enters a new name which already exists, he will
get the error message, just as in the creation of a new watch list
discussed above, "New Watch List: Same Name (5518)."
Edit Entry 52:
[0152] Referring now to FIG. 9, the dialogs for editing watch list
entries will now be discussed. The defaults for the Edit Watch List
Entry dialog 52 fields are: The default for the radio button will
be the delete option 62. The watch list drop down will be the last
selected by the user. If it is the first time, it will be the first
alphabetical list. The rename field 64 will be pre-filed with the
entry that was selected.
Delete Watch List or Entry:
[0153] A user will come to delete either a watch list or an entry
from their respective edit dialogs. There are no menus for the
delete dialogs. If in the "Edit Watch List" dialog 54, the user
chooses to delete the watch list, he will be brought to the "Delete
Watch List" dialog 60, FIG. 8, and asked to confirm the deletion.
If in the "Edit Entry" dialog 52, the user chooses to delete the
entry, he will be brought to the "Delete Watch List Entry" dialog
66, FIG. 9, and asked to confirm the deletion.
Delete Watch List:
[0154] If the user selects Delete in the "Delete Watch List" dialog
60, and it successfully occurs, the user will get the confirmation
"Delete Watch List Confirmation." Tapping OK will bring the user in
this dialog to the Watch List Manager Level 24 with the watch list,
and its stocks deleted. If the user chooses to Cancel from the
"Delete Watch List" dialog 60, he will be brought back to the Watch
List Manager Level 24 without any changes having been made.
[0155] Delete Watch List Confirmation: [0156] Title: Watch List and
Entries Deleted [0157] Icon Indicator Info [0158] Message: The
watch list "[watch list name]" and all of its entries have been
successfully deleted from your set of watch lists. [0159] Button:
OK
Delete Entry:
[0160] If the user chooses to delete an entry in the "Edit Watch
List Entry" dialog 52, he will get the "Delete Watch List Entry"
dialog 66, FIG. 9. If the entry appears in more than one list, a
checkbox 68 will be available that will allow the user to delete
the entry symbol from all lists in which it occurs. The default is
off. (It is to be noted that the example illustrated in FIG. 9, the
entry "ADBE" appears in more than one list.) If the user taps
Cancel, he will be brought back to the Watch List Manager Level 24
with no changes made.
[0161] If the deletion happens successfully, the user will see the
dialog "Delete Entry from Watch List Confirmation." If the user
taps OK, he will be brought back to the Watch List Manager Level 24
with the changes made.
[0162] Delete Entry from Watch List Confirmation--Entry Removed
from One List: [0163] Title: Watch List Entry Deleted [0164] Icon
Indicator Info [0165] Message: [Entry] has been removed from the
Watch List "[Watch List name]." [0166] Button: OK
[0167] Delete Entry from Watch List Confirmation--Entry Removed
from All Lists: [0168] Title: Watch List Entry Deleted [0169] Icon
Indicator Info [0170] Message: [Entry] has been removed from all
Watch Lists. [0171] Button: OK
Watch List Level 26:
[0172] As discussed in connection with FIGS. 4 and 5, the user can
navigate between the Watch List Manager Level 24 and specific watch
lists in the Watch List Level 26 through secondary drop down menu
34. If a user selects to see a watch list from the secondary drop
down menu 34, he will be shown the screens 70 or 72 in FIG. 10, for
example. Screen 70 shows the information provided for the "hitek"
watch list when an index, e.g. ".DJI" is selected. When an index is
in a watch list and is selected, the bid and ask fields will be
omitted. If volume information is not available, that field will
have "n/a" entered.
[0173] Screen 72 shows the information provided for the "hitek"
watch list when an individual stock, e.g. "AAPL" is selected.
Because there is no explicit support for decimal alignment on the
Palm Pilot device, and in order to conserve space, the values for
Bid, Ask, Volume, High, Low, and % Move are positioned as shown in
screens 70 and 72, aligned right after the field label. This is
also because the longest labels happen to need the least value
space.
Sorting:
[0174] When the user is in the Watch List Level 26, as illustrated
in FIG. 10, tapping on the Symbol column header will sort the list
by symbol. Tapping on the Last Trd (last trade) will sort by that
column. These two will be bolded when each is the sort column. The
change and volume radio box serve both to select what data appears
in the last column as well as to indicate and execute the sort. The
sort upon entry will be the state in which the user last left the
watch list. If it is the first entry, the default will be sorted by
Symbol. The first time the user taps either of the Chng or Vol
boxes, it will go to descending numerical order. If the item is
highlighted and is tapped again, the sort order will reverse.
Palm Pilot Menu:
[0175] Also shown in FIG. 10 are the navigational paths through
which the user can add, edit or delete entries in the watch list.
As shown, the Palm Pilot device menu 46 provides the New Entry and
Edit Entry and Delete Entry functions for the user. In contrast
with the Watch List Manager Level 24, the New, Edit buttons have
been removed from the screen in the Watch List Level 26 in order to
conserve screen space. The New Entry menu item will bring the user
to the dialog "New Entry" 50, FIGS. 3 and 7. The user will be
navigated to Watch List Manager Level 24, and all error conditions
defined in the Watch List Manager Level 24 will apply.
[0176] The Edit Entry menu item will bring the user to the dialog
"Edit Entry" 52, FIGS. 3 and 9, based on the selected entry. The
user will be navigated to Watch List Manager Level 24, and all
error conditions defined in the Watch List Manager Level 24 will
apply. The Delete Entry menu item will bring the user to the dialog
"Delete Entry" 66, FIGS. 3 and 9, based on the selected entry. The
user will be navigated to Watch List Manager Level 24, and all
error conditions defined in the Watch List Manager Level 24 will
apply.
Request:
[0177] The Request button 30 will update the entry information. It
is always active.
News:
[0178] The News button 74 will appear when there is market moving
news headlines for the selected stock. If the user selects news, he
will effectively execute a search for market moving news on the
company selected and will be brought directly to the headlines
result screen for company news. If a stock does not have
market-moving news, and it is selected, the News button will
disappear. If the user jumps to headlines from this screen, a
"Watch" button will appear that will allow the user to return to
the watch list he left in order to see the news. This button will
only appear from a direct jump to the headlines from the watch list
news button. If the user navigates to any other primary and/or
secondary, and then returns, the context-sensitive "Watch" button
goes away. Also, if the user executes a new headline search, upon
refresh, the button will go away.
Details:
[0179] A user will be able to get details on a stock symbol. The
Details button 76 will bring up the Quote Details dialog, for both
stock and Indices, a feature associated with another function
available from the primary drop down menu 32 in the application of
which the present invention is a feature. Here, however, if the
user doses the Quote Details dialog via the "Back to Watch," he
will return to the Watch List screen.
[0180] The features and operations described herein are implemented
in a conventional manner, and in conformance with the software
development and application interface standards and user interface
standards for the Palm Pilot device. While the content, and thereby
the organizational features described above are novel, they are
implemented using standard Palm Pilot programming techniques.
[0181] The terms expressions which have been employed herein are
used as terms of description and not of limitation, and there is no
intention in the use of such terms and expressions of excluding
equivalents of the features shown and described, or portions
thereof, it being recognized that various modifications are
possible within the scope of the invention claimed.
* * * * *