US2014180966A1PendingUtilityA1

Method and system for building and maintenance watch lists

Assignee: CHARLES SCHWAB & COPriority: Mar 20, 2000Filed: Feb 25, 2014Published: Jun 26, 2014
Est. expiryMar 20, 2020(expired)· nominal 20-yr term from priority
G06Q 40/04G06Q 40/06G06Q 20/108
64
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Claims

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.

Claims

exact text as granted — not AI-modified
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.

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