Automated tracking and reporting of trader positions

Abstract

A data collection application includes a collection document having a first code portion configured to format the document, at least one information input configured to receive an input wherein the at least one information input is defined by the first code portion, and a second code portion stored within the collection document and configured to include the information provided via the at least one information input. The data collection document further includes an archival routine configured to create a second collection document based on the second code portion and the information provided via the at least one information input.

1 . A method for data collection with a processor comprising:
 creating a first collection document, wherein the creating comprises:
 accessing a program from a first code portion that formats the first collection document to be accessible in a first browser session; 
 receiving information to be included with the first collection document, wherein the information received includes trading information; and 
 storing the first code portion including the information received as a second code portion; 
   creating a second collection document based on the second code portion, wherein the creating comprises:
 utilizing the program with the second code portion to format the second collection document to be accessible in a second browser session; and 
 receiving additional information to be included with the second collection document, wherein the additional information comprises at least some of the information received with the first collection document; 
   removing the information received from the first collection document after the second collection document has been created.   
     
     
         2 . The method of  claim 1  wherein the second collection document is created in a second browser session based on the second code portion. 
     
     
         3 . The method of  claim 2  further comprising:
 configuring an archival routine to create the second collection document. 
 
     
     
         4 . The method of  claim 1  wherein the information received to be included with the first collection document is through at least one first information input. 
     
     
         5 . The method of  claim 4  wherein the second collection document includes at least one second information input. 
     
     
         6 . The method of  claim 5  wherein the additional information received to be included with the second collection document is through the at least one second information input. 
     
     
         7 . The method of  claim 4  wherein the trading information comprises a first reportable position of a trading account. 
     
     
         8 . The method of  claim 7  wherein the at least one first information input comprises a plurality of inputs. 
     
     
         9 . The method of  claim 8  wherein one of the plurality of inputs is configured to receive an identification of whether the first reportable position hedges a commodity position. 
     
     
         10 . The method of  claim 8  wherein one of the plurality of inputs is configured to receive an identification of whether the first reportable position hedges a second reportable position. 
     
     
         11 . The method of  claim 7  wherein one of the plurality of inputs is configured to receive a number of accounts associated with an entity in control of the trading account. 
     
     
         12 . The method of  claim 1  further comprising:
 providing the first collection document for creation of additional collection documents. 
 
     
     
         13 . The method of  claim 12  wherein the removing of the information received from the first collection document resets the first collection document for usage with the creation of the additional collection documents. 
     
     
         14 . The method of  claim 1  wherein the second collection document is transmitted electronically in response to a request for the trading information. 
     
     
         15 . The method of  claim 14  wherein the electronic transmission includes communicating the document via an electronic mail application. 
     
     
         16 . The method of  claim 1  wherein storing the second code portion includes storing the second code portion within an array established within the collection document. 
     
     
         17 . In a non-transitory computer readable medium having stored therein data representing instructions executable by a programmed processor for data collection, the storage medium comprising instructions operative for:
 creating a first collection document, wherein the creating comprises:
 accessing a program from a first code portion that formats the first collection document; 
 receiving, through at least one first information input, first information to be included with the first collection document; and 
 storing the first code portion including the first information received as a second code portion; 
   creating a second collection document based on the second code portion, wherein the creating comprises:
 utilizing the program with the second code portion to format the second collection document; and 
 receiving, through at least one second information input, second information to be included with the second collection document, wherein the second information comprises at least some of the first information received with the first collection document; 
   removing the first information received from the first collection document after the second collection document has been created.   
     
     
         18 . The computer readable medium of  claim 17  wherein the at least one first information input and the at least one second information input each comprises a plurality of inputs. 
     
     
         19 . The computer readable medium of  claim 18  wherein the plurality of inputs for the at least one first information input are configured to receive an identification of whether a first reportable position hedges a commodity position. 
     
     
         20 . The computer readable medium of  claim 18  wherein the plurality of inputs for the at least one second information input are configured to receive an identification of whether the first reportable position hedges a second reportable position.