Patents Assigned to Power Financial Group, Inc.
  • Patent number: 8630937
    Abstract: Systems and methods for financial data analysis are provided. A system is provided wherein financial data associated with stocks and stock options is collected from multiple sources and calculations performed thereon to derive values for a set of searchable screening parameters related to searching stock option spreads. Users may access the system and provide values and ranges of values for searching the set of searchable screening parameters. In response, users are presented with the set of option spreads, in sorted order, that satisfy the user-supplied search values. Users may select to execute an option spread in which case the system automatically executes the plurality of option trades that underly the spread.
    Type: Grant
    Filed: October 2, 2012
    Date of Patent: January 14, 2014
    Assignee: Power Financial Group, Inc.
    Inventors: Ernest H. Zerenner, Gilbert A. Segal, Gregory James Zerenner
  • Patent number: 8595123
    Abstract: A system for testing option search strategies comprises a repository of historical option data reflecting financial market conditions on a plurality of days in the past. The system is adapted to receive user defined search criteria for searching the repository of historical option data for option investments, search the repository of historical option data for option investments satisfying the user defined search criteria, and transmit the results. The system is further adapted to receive a request to use the user defined search criteria to search current financial market data for existing investment opportunities.
    Type: Grant
    Filed: May 7, 2012
    Date of Patent: November 26, 2013
    Assignee: Power Financial Group, Inc.
    Inventors: Ernest H. Zerenner, Gregory James Zerenner, Michael L. Chupka
  • Publication number: 20130066801
    Abstract: Midrange values, which may be, for example, midpoint values, may be derived and provided for use in identifying spread opportunities. A first midrange value disposed between a bid price and a ask price is derived for the first financial instrument. A second midrange value disposed between a bid price and a ask price is derived for a second financial instrument. A computing system then derives from the first and second midrange values a midrange spread value representing a difference between the first and second midrange values. Information identifying the first financial instrument including the first midrange value, information identifying the second financial instrument including the second midrange value, and the midrange spread value are communicated for display.
    Type: Application
    Filed: September 8, 2011
    Publication date: March 14, 2013
    Applicant: Power Financial Group, Inc.
    Inventor: Michael Phillips
  • Patent number: 8301535
    Abstract: Systems and methods for financial data analysis are provided. A system is provided wherein financial data associated with stocks and stock options is collected from multiple sources and calculations performed thereon to derive values for a set of searchable screening parameters related to searching stock option spreads. Users may access the system and provide values and ranges of values for searching the set of searchable screening parameters. In response, users are presented with the set of option spreads, in sorted order, that satisfy the user-supplied search values. Users may select to execute an option spread in which case the system automatically executes the plurality of option trades that underly the spread.
    Type: Grant
    Filed: September 29, 2000
    Date of Patent: October 30, 2012
    Assignee: Power Financial Group, Inc.
    Inventors: Ernest H. Zerenner, Gilbert A. Segal, Gregory James Zerenner
  • Patent number: 8200569
    Abstract: A system for testing option search strategies comprises a repository of historical option data reflecting financial market conditions on a plurality of days in the past. The system is adapted to receive user defined search criteria for searching the repository of historical option data for option investments, search the repository of historical option data for option investments satisfying the user defined search criteria, and transmit the results. The system is further adapted to receive a request to use the user defined search criteria to search current financial market data for existing investment opportunities.
    Type: Grant
    Filed: June 21, 2007
    Date of Patent: June 12, 2012
    Assignee: Power Financial Group, Inc.
    Inventors: Ernest H. Zerenner, Gregory James Zerenner, Michael L. Chupka
  • Patent number: 7797215
    Abstract: Exemplary systems and methods for analyzing and searching financial instrument data respond to user defined searches using updated financial market data. Potential returns from different investment strategies can be viewed together so that the returns and risks can be compared and contrasted. The effect on various option strategies of a change in the price of the underlying stock can be analyzed. Potential investment opportunities relating to an existing investment position can be identified. Stock repair opportunities relating to a selected stock investment can be identified and implemented.
    Type: Grant
    Filed: June 26, 2003
    Date of Patent: September 14, 2010
    Assignee: Power Financial Group, Inc.
    Inventors: Ernest H. Zerenner, Gilbert A. Segal, Gregory James Zerenner
  • Patent number: 7165042
    Abstract: A client establishes and/or modifies an interactive account on a server via proprietary sorting and filtering and reporting criteria as a means for timely processing of online financial data and/or other business information to retrieve valuations, sorted lists, etc. The method involves establishing a link with a server preset and programmable with client criteria for investment or decision making, acquiring data, sorting, filtering, etc.
    Type: Grant
    Filed: March 13, 2000
    Date of Patent: January 16, 2007
    Assignee: Power Financial Group, Inc.
    Inventors: Gilbert A. Segal, Ernest H. Zerenner
  • Patent number: 6049783
    Abstract: A client establishes and/or modifies an interactive account on a server via proprietary sorting and filtering and reporting criteria as a means for timely processing of online financial data and/or other business information to retrieve valuations, sorted lists, etc. The method involves establishing a link with a server preset and programmable with client criteria for investment or decision making, acquiring data, sorting, filtering, etc.
    Type: Grant
    Filed: May 29, 1998
    Date of Patent: April 11, 2000
    Assignee: Power Financial Group, Inc.
    Inventors: Gilbert Allan Segal, Ernest Hugo Zerenner