Patents Assigned to TD Ameritrade IP Company, Inc.
  • Patent number: 11334808
    Abstract: A classification system includes a processor and a memory that stores an initial dataset, an analyzed dataset, a model rules database, and instructions. The instructions, in response to receiving first interaction data corresponding to a first interaction, store the first interaction data in the initial dataset as a first entry. The instructions include, at a predetermined time, selecting a set of entries from the initial dataset including the first entry and obtaining a set of analysis rules from the model rules database. The instructions include, for each selected set of entries, calculating an additional parameter based on the obtained set of analysis rules and generating a first analyzed dataset corresponding to the obtained set of analysis rules. The instructions include storing the first analyzed dataset and providing the first analyzed dataset to determine a recommendation using the first analyzed dataset and displaying the recommendation on a user interface.
    Type: Grant
    Filed: September 27, 2019
    Date of Patent: May 17, 2022
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Richard Douglas Judy, Jr., Rajesh Badu Devabhaktuni, Aaron Andrew Blomberg, Shruthi Polasani, Adrian Alan Hooper
  • Patent number: 11294655
    Abstract: A method includes storing sets of deployment parameters. A first set of deployment parameters specifies deployment of a first application to a first environment. The method includes, in response to receiving a pointer to an executable form of the first application, storing the pointer as part of the first set. The method includes generating release objects, each identifying a specific version of deployment parameters. The method includes assigning the release objects to the plurality of environments. The method includes deploying the release objects to the assigned environments. A first release object corresponds to the first application and identifies a specified version of the first set. The method includes, subsequent to the first release object being assigned to the first environment, configuring the first environment according to the specified version of the first set, copying the pointed-to executable form to the first environment, and initiating execution of the copied executable.
    Type: Grant
    Filed: August 31, 2020
    Date of Patent: April 5, 2022
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Yuly Shteyman, Jonathan M. Mell
  • Patent number: 11228632
    Abstract: A system for capturing impression data includes a server in communication with a user's computing device via a communications network. The server is configured to generate a pixel for embedding in a digital communication viewable in a web browser on the user's computing device. The pixel is served from a domain associated with the server. The server is configured to, in response to the digital communication being viewed in the web browser on the user's computing device, set a cookie on the user's computing device via the pixel. The cookie is configured to store data associated with one or more impressions of digital communications viewed on the user's computing device. The server is configured to, in response to the user's computing device accessing the domain via the web browser, receive the stored data associated with the one or more impressions from the cookie set on the user's computing device.
    Type: Grant
    Filed: September 30, 2020
    Date of Patent: January 18, 2022
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Kevin Michael Wysocki, Michelle Schroeder
  • Patent number: 11163435
    Abstract: A system includes instructions for execution by at least one processor. The instructions include, in response to receiving user input for a result graph request, determining a horizontal axis range and a vertical axis range. The instructions include obtaining and storing option data corresponding to an option for a stock identifier, receiving a first location of a movable user interface element, identifying a first strike price based on the first location of the movable user interface element, and obtaining a first option based on the first strike price. The instructions include determining a result value of the first option based on a projected price of the first option. The instructions include plotting, on a result graph, the result value for each integer of the horizontal axis range. The instructions include, in response to the movable user interface element being moved to a second location, updating the result graph.
    Type: Grant
    Filed: February 27, 2020
    Date of Patent: November 2, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Harrison W. Napper, Nathaniel Philippe Lizardo, Jordan David Dravis
  • Patent number: 11157253
    Abstract: A software deployment system includes a release module, a deployment control module, and a deployment module. The release module is configured to generate a first release object identifying a specific version of a first set of files in a version control system. The files encode deployment parameters, including a pointer to an executable form of a first application. The deployment control module is configured to promote the first release object to an environment by copying the first set of files to a location in the version control system corresponding to the environment. The deployment module is configured to, after the first release object is promoted to an environment, deploy the first release object by: configuring the environment according to the deployment parameters; copying the executable form of the first application from the pointer location to the environment; and initiating execution of the copied executable form in the environment.
    Type: Grant
    Filed: June 30, 2020
    Date of Patent: October 26, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Yuly Shteyman, Jonathan M. Mell
  • Patent number: 11113351
    Abstract: A method includes acquiring data from sources of search query data. The data indicates searches performed at multiple search engines. The method includes identifying a set of search terms from the data, determining a number of times each of the identified set of search terms was searched, and generating a search count for each of the identified set of search terms based on the number of times each of the identified set of search terms was searched. The method includes classifying, based on predetermined criteria, the searches for the identified set of search terms as being active or passive, assigning weights according to predetermined rules to each of the searches based on whether each of the searches is active or passive, and generating weighted search counts by multiplying the search counts with respective weights. The method includes generating a score indicating an interest level in the first search term.
    Type: Grant
    Filed: June 17, 2019
    Date of Patent: September 7, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventor: Joel Christopher Renner
  • Patent number: 11093227
    Abstract: A software deployment system includes a storage module, a release module, a deployment control module, and a deployment module. The storage module stores sets of deployment parameters for multiple applications. The Storage module receives a pointer to an executable form of the first application and stores the pointer as part of a first set of deployment parameters for a first application. The release module generates release objects that each identifies a specific version of one of the sets of deployment parameters. The deployment control module assigns the release objects to the environments. Subsequent to a first release object being assigned to the first environment, the deployment module configures the first environment according to the specified version of the first set of deployment parameters, copies the executable form of the first application from the location indicated by the pointer, and initiates execution of the copied executable form in the first environment.
    Type: Grant
    Filed: June 30, 2020
    Date of Patent: August 17, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Yuly Shteyman, Jonathan M. Mell
  • Patent number: 11080471
    Abstract: A system includes a request processing module configured to receive a chart description request associated with an asset. The system also includes a rules store configured to store rules, a rules application module configured to determine a set of rules and a set of results by applying each rule in the set of rules to chart data associated with the asset, a rules selector module configured to select a subset of results from the set of results, a text generation module configured to generate a text description based on the subset of results, and an output module configured to transmit the text description. Each of the rules includes a relevancy score. The selection of the subset of results is based on the score of each rule associated with the set of results. The description describes a chart associated with the asset.
    Type: Grant
    Filed: March 21, 2019
    Date of Patent: August 3, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Chesley Carl Spencer, Chad Michael Cocco
  • Patent number: 11068988
    Abstract: A system includes a topic subsystem module, a portfolio subsystem module, a performance subsystem module, a server, and a client device. The topic subsystem module acquires and stores artifact data relative to a first predetermined period having user-defined start and end. The topic subsystem module extracts topics related to preselected data. The portfolio subsystem module stores data regarding asset positions in a financial portfolio and the performance of each position over a second predetermined period having user-defined start and end. The performance subsystem module is configured to generate performance metrics for aggregate categories over a third predetermined period having user-defined start and end. The server generates relevancy relationships between the respective artifact data, asset positions, and performance metrics. The client receives the relevancy data and displays, on a graphical user interface, a knowledge web relating individual components of the relevancy data.
    Type: Grant
    Filed: September 16, 2020
    Date of Patent: July 20, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventor: Jeffrey Michael Freisthler
  • Patent number: 11057164
    Abstract: A communication system includes a processor and a memory that stores recovery bits of a previous message and instructions. The instructions cause the processor to, in response to receiving a new message, obtain the recovery bits of the previous message and selectively generate a candidate message by attempting recovery of the previous message from the new message and the recovery bits of the previous message. The instructions include, in response to an indicator indicating that the recovery was successful, computing a delta between the new message and the candidate message and generating a delivery message based on (i) the computed delta or, in response to the indicator indicating that the recovery was unsuccessful, (ii) the new message. The instructions include calculating new recovery bits from the new message, replacing the stored recovery bits of the previous message with the new recovery bits, and transmitting the delivery message to a destination.
    Type: Grant
    Filed: September 13, 2019
    Date of Patent: July 6, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventor: Sanjay John Cherian
  • Patent number: 10986200
    Abstract: A method includes assigning unique symbols to pages of a website, respectively. The method includes obtaining page symbol sequences of browsing sessions, respectively. Each browsing session corresponds to a visitor of the website. For each browsing session, the page symbol sequence of the browsing session is a sequence of symbols that corresponds, respectively, to a sequence of pages of the website visited during the browsing session by the corresponding visitor. The method includes generating a master string including the page symbol sequences, generating a suffix array corresponding to the master string, and generating a longest common prefix (LCP) array corresponding to the suffix array. The method includes, based on the suffix array and LCP array, determining one or more most common n-step subsequences of pages (n is an integer greater than 1).
    Type: Grant
    Filed: June 30, 2020
    Date of Patent: April 20, 2021
    Assignee: TD Ameritrade IP Company, Inc
    Inventors: Sean Ming-Yin Law, Kenneth Edward Angel
  • Patent number: 10885048
    Abstract: A system includes a pattern engine that, in response to selection by a user of a first data set, generates a similarity self-join of the first data set for a specified length. The similarity self-join indicates, for each reference subsequence, a minimum value of distances between the reference subsequence and other subsequences within the first data set. A user portal generates a user interface visually representing the first data set and identifying two subsequences that correspond to the lowest value of the similarity self-join. An alert system receives an alert request specifying a second data set and a pattern specification. An incremental pattern engine generates an initial state of a similarity join of the second data set and the pattern specification. In response to data being received for the first data set, the alert system transmits an alert message if any value of the similarity join meets a threshold.
    Type: Grant
    Filed: February 11, 2019
    Date of Patent: January 5, 2021
    Assignee: TD Ameritrade IP Company, Inc.
    Inventor: Sean Ming-Yin Law
  • Patent number: 10867000
    Abstract: A content recommendation system includes a processor and a memory coupled to the processor. The memory stores instructions that, upon execution, cause the processor to obtain a first viewing history of a first user from the viewing history index. The instructions include determining, based on the user similarity index, a first set of users similar to the first user. The instructions include obtaining a corresponding viewing history from the viewing history index and selecting a set of similar content item identifiers based on similarity scores. The instructions include updating a first recommendation list with (i) the corresponding viewing history for each similar user in the first set of users and (ii) the set of similar content item identifiers. The instructions include selecting and transmitting to a user device a subset of recommended content item identifiers from the first recommendation list.
    Type: Grant
    Filed: March 31, 2019
    Date of Patent: December 15, 2020
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Logan Sommers Ahlstrom, Ravindra Reddy Tappeta Venkata, Sean Ming-Yin Law, Joseph Clark Walston, Raviteja Lokineni, Dayanand Narregudem
  • Patent number: 10862750
    Abstract: A network configuration apparatus includes a user interface module configured to receive a traffic request from a user. The traffic request includes a source and a destination for desired traffic. A barrier identification module obtains network data indicating a set of networking devices present in a route between the source and the destination. For each of the devices, the barrier identification module determines whether the device may block traffic from reaching the destination and, if so, adds the device to a set of potential barriers. A route analysis module, for each device of the potential barriers, flags the device if it will block the desired traffic. The user interface module, in response to there being at least one flagged device, transmits an alert that the traffic request is a failure; and, in response to there being zero flagged devices, transmits an alert that the traffic request is a success.
    Type: Grant
    Filed: March 31, 2019
    Date of Patent: December 8, 2020
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: William Victor Wollman, Donald Robert Steinmetz, Jr.
  • Patent number: 10812622
    Abstract: A system includes a management data store configured to store configuration information for a service and reboot information for a server that hosts the service. The system also includes an execution module configured to: generate (i) a configuration file and (ii) a reboot script and push (i) the configuration file and (ii) the reboot script out to the server. The configuration file includes a location of at least one management script (i) associated with the service and (ii) stored on the server. The execution module is configured to obtain a status of the service on the server by executing the at least one management script on the server. The system also includes an operator portal configured to create a first user interface for display to a user. The first user interface includes a name of the service, a name of the server, and the status of the service.
    Type: Grant
    Filed: March 31, 2019
    Date of Patent: October 20, 2020
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Glenn Jared Komsky, Chibo Qian
  • Patent number: 10776977
    Abstract: A device includes a processor and a memory that stores predetermined data including a progressive transition rule and animation models. Each of the animation models corresponds to a respective phoneme. The memory stores instructions including receiving a request from a user and obtaining an answer to the request. The answer includes first and second indicators that correspond to first and second phonemes. The instructions include, according to the first indicator, identifying a first animation model that corresponds to the first phoneme. The instructions include, according to the second indicator, identifying a second animation model that corresponds to the second phoneme. The instructions include generating a transition animation model according to the progressive transition rule using the first and second animation models. The instructions include generating images according to the first, second, and transition animation models. The instructions include outputting the images to the user via a display.
    Type: Grant
    Filed: February 11, 2019
    Date of Patent: September 15, 2020
    Assignee: TD Ameritrade IP Company, Inc.
    Inventor: Abd Alrazzak Habra
  • Patent number: 10540715
    Abstract: Disclosed herein are system, method, and computer program product embodiments for generating a flattened trading spread. An embodiment operates by receiving one or more inputs indicating criteria for a potential trade including a stock, a predicted direction for the stock, a predicted duration for the predicted direction, a tolerable probability of success, and a tolerable percentage of potential loss from an account. A scan on the stock within the predicted duration is executed against a database containing real-time quotes and associated trading data. Results returned from the executing are processed to determine if each result accords with one or more strategies determined to meet the criteria. For each result determined from the processing to accord with a strategy, a flattened spread is calculated based on the criteria, the flattened spread comprising: a probability of success, a measure of return, and a measure of risk.
    Type: Grant
    Filed: December 9, 2013
    Date of Patent: January 21, 2020
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Victor Anthony Jones, Arun Venkatesh
  • Patent number: 10509612
    Abstract: A three-dimensional display device is provided. The device includes a plurality of surfaces. At least one surface of the plurality of surfaces is configured to display data. The device also includes a receiver configured to receive data along with a circuit configured to determine a change in orientation of the display device. The device further includes a processor configured to receive a first market data, display the first market data on the at least one surface, and illuminate the plurality of surfaces in a first color when the first market data is above a first threshold. The processor is further configured to illuminate the plurality of surfaces in a second color when the first market data is below the first threshold and change an intensity of the first color or the second color based on a degree of change of the first data.
    Type: Grant
    Filed: August 10, 2017
    Date of Patent: December 17, 2019
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Mike Bongiovanni, Sami Thessman, Domingo Ramos, Scott Galbraith, Joe McHeffey, Darah Rifkin, Adam Lassy, Sami Viitamaki
  • Patent number: 10255363
    Abstract: Systems and methods for refining search query results are provided. A first user input is received. A plurality of search categories for the first input are determined. The plurality of search categories are then associated with different segments of a first slider. The first slider allows a user to generate a search query for the first user input among the plurality of associated categories. The search query returns a set of search query results. A plurality of sub categories may be determined for each search category. The plurality of sub-categories are associated with different segments of a second slider. Movement of a slider button of a second slider to a first segment of the second slider may be detected. The search query results may be filtered based on the first segment of the second slider. The filtering adjusts a level of detail of the set of search query results.
    Type: Grant
    Filed: August 12, 2013
    Date of Patent: April 9, 2019
    Assignee: TD Ameritrade IP Company, Inc.
    Inventor: Andrew Weeks
  • Patent number: D888722
    Type: Grant
    Filed: May 24, 2017
    Date of Patent: June 30, 2020
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Brett Calzada, Brandon Leveson