Patents Assigned to TD Ameritrade IP Company, Inc.
  • Patent number: 9544256
    Abstract: Disclosed herein are system, method, and computer program product embodiments for crowdsourcing e-mail filtering. An embodiment operates by receiving an input from a community member indicating that an e-mail received by the community member is unwanted, counting a number of inputs received from community members indicating that e-mail is unwanted based on one or more criteria, flagging future e-mails based on the criteria when the number of inputs counted reaches a threshold for penalizing an originator or a group associated with the originator of the unwanted e-mail, and denying delivery of future e-mails from the originator or the group associated with the originator until a penalty period expires.
    Type: Grant
    Filed: June 28, 2013
    Date of Patent: January 10, 2017
    Assignee: TD AMERITRADE IP COMPANY, INC.
    Inventors: Louis Steinberg, Teresa Hyda, Jason Vincent, Vincent M. Ponticelli, Trent McAuliff, Joseph Kelly, Andrew Strear
  • Patent number: 9323970
    Abstract: Methods, systems, and apparatuses, including computer programs encoded on computer-readable media, for receiving barcode data including a company identifier. The company identifier is determined from the barcode data. A company name is determined based upon the company identifier. One or more associated company names associated with the manufacturer are determined based upon the company name. Based upon the company name, a ticker symbol is determined. In addition, one or more ticker symbols based upon the one or more associated company names are determined.
    Type: Grant
    Filed: December 6, 2012
    Date of Patent: April 26, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: John E. Hart, William J. Shea
  • Publication number: 20150262300
    Abstract: Systems, methods, and instructions stored on computer-readable mediums for calculating an aggregated significance score for each of a plurality of consumer goods or website interactions by aggregating historical significance scores and calculating a reference significance score for a benchmark. A relative significance score is derived for each of the plurality of consumer goods or website interactions based upon the significance score for each of the plurality of consumer goods or website interactions and the relative significance score. A consumer priority index is derived indexed to a relevant measure based on the aggregated significance scores and the reference significance score.
    Type: Application
    Filed: May 27, 2015
    Publication date: September 17, 2015
    Applicant: TD Ameritrade IP Company, Inc.
    Inventors: Chris JENNINGS, Steve QUIRK
  • Publication number: 20150206238
    Abstract: A system, a method and a computer program product for generating a policy for a financial instrument are provided. A policy for a principal of a financial instrument is generated based on a derivative instrument. The derivative instrument is associated with a security of the financial instrument. Once generated, the policy is provided for purchase to investors, such that the policy and the financial instrument are purchased as a single product.
    Type: Application
    Filed: January 23, 2014
    Publication date: July 23, 2015
    Applicant: TD Ameritrade IP Company, Inc.
    Inventors: Chenthil JEYARAJ, Chris CZARNOWSKI, Vamsi KANURI, Perem Sharmila Veera Pal RAJ, Joanne SEYL
  • Patent number: 9002740
    Abstract: Systems, methods, and instructions stored on computer-readable mediums for calculating a volatility score for each of a plurality of securities and calculating a reference volatility score for a benchmark. A relative volatility score is derived for each of the plurality of securities based upon the volatility score for each of the plurality of securities and the reference volatility score. A correlation for each of the plurality of securities to the benchmark is determined. The relative volatility score for at least one of the securities is adjusted based on the correlation. An aggregated volatility score is derived for each of a plurality of accounts based in part on securities held within an account and the relative volatility scores for the securities. A sentiment index is determined based upon the aggregated volatility score for each of the plurality of accounts.
    Type: Grant
    Filed: April 4, 2013
    Date of Patent: April 7, 2015
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Chris Jennings, Steve Quirk
  • Publication number: 20150046423
    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: Application
    Filed: August 12, 2013
    Publication date: February 12, 2015
    Applicant: TD Ameritrade IP Company, Inc.
    Inventor: Andrew WEEKS
  • Publication number: 20150032592
    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: Application
    Filed: December 9, 2013
    Publication date: January 29, 2015
    Applicant: TD Ameritrade IP Company, Inc.
    Inventors: Victor Anthony Jones, Arun Venkatesh
  • Publication number: 20140279350
    Abstract: Methods, systems, and apparatuses, including computer programs encoded on computer-readable media, for receiving a create order request from a client. Building a fill order request based on the create order request and comprising a security identifier and a quantity. Extracting a conditional order price from the create order request. Building a conditional order request based on the fill order request and the conditional order price. Sending an open order request to the trading platform, the open order request comprising the fill order request and the conditional order request, wherein the trading platform creates a fill order and a conditional order based on the open order request.
    Type: Application
    Filed: March 15, 2013
    Publication date: September 18, 2014
    Applicant: TD AMERITRADE IP COMPANY, INC.
    Inventors: John D. PETERSEN, Bryan E. SAMPIERI, Victor A. JONES
  • Publication number: 20140279348
    Abstract: Methods, systems, and apparatuses, including computer programs encoded on computer-readable media, for requesting one or more open orders from a trading platform and sending to a client. Price data for at least one of the one or more orders is requested and sent to the client. A limit price for a first open order from the one or more open orders is received and a new order request is built. The order request is based at least on the first open order and the limit price. A cancel order request is built based at least on the first open order. A cancel-replace request is send to the trading platform. The cancel-replace request is based at least on the new order request and the cancel order request. The trading platform cancels an open order and opens a new order based on the cancel-replace request.
    Type: Application
    Filed: March 15, 2013
    Publication date: September 18, 2014
    Applicant: TD AMERITRADE IP COMPANY, INC.
    Inventors: John D. PETERSEN, Bryan E. SAMPIERI, Victor A. JONES
  • Publication number: 20140149312
    Abstract: Systems, methods, and instructions stored on computer-readable mediums for calculating a volatility score for each of a plurality of securities and calculating a reference volatility score for a benchmark. A relative volatility score is derived for each of the plurality of securities based upon the volatility score for each of the plurality of securities and the reference volatility score. A correlation for each of the plurality of securities to the benchmark is determined. The relative volatility score for at least one of the securities is adjusted based on the correlation. An aggregated volatility score is derived for each of a plurality of accounts based in part on securities held within an account and the relative volatility scores for the securities. A sentiment index is determined based upon the aggregated volatility score for each of the plurality of accounts.
    Type: Application
    Filed: April 4, 2013
    Publication date: May 29, 2014
    Applicant: TD Ameritrade IP Company, Inc.
    Inventors: Chris JENNINGS, Steve QUIRK
  • Patent number: 8635130
    Abstract: The present invention provides a stock analysis, management and education system and process which, via an Internet based software application, allows a client to receive daily trading information on all the Stocks traded without having to conduct multiple queries and/or extended downloads. The system also provides for the efficient transfer of daily stock information from a server to a client's system by having the server receive and process into binary files stock information from exchanges. The client then establishes a communications link with the server, receives a list file, selects files from the list and receives those files. The system provide custom stock screening and display options, while significantly reducing download times by separating charting data from screening data and providing “quick update” files. Day Trading features enable an investor to day trade with relative low risk.
    Type: Grant
    Filed: April 3, 2000
    Date of Patent: January 21, 2014
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Michael S. Smith, Chad D. Clifford
  • Patent number: D766317
    Type: Grant
    Filed: August 17, 2015
    Date of Patent: September 13, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Harrison W. Napper, Enrique Sallent
  • Patent number: D766940
    Type: Grant
    Filed: August 17, 2015
    Date of Patent: September 20, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Harrison W. Napper, Enrique Sallent
  • Patent number: D766941
    Type: Grant
    Filed: August 17, 2015
    Date of Patent: September 20, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Harrison W. Napper, Enrique Sallent, Michael Nix
  • Patent number: D766942
    Type: Grant
    Filed: August 17, 2015
    Date of Patent: September 20, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Harrison W. Napper, Enrique Sallent
  • Patent number: D766971
    Type: Grant
    Filed: August 17, 2015
    Date of Patent: September 20, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Harrison W. Napper, Enrique Sallent
  • Patent number: D774051
    Type: Grant
    Filed: November 24, 2014
    Date of Patent: December 13, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: John Hart, Louis Palma
  • Patent number: D774066
    Type: Grant
    Filed: December 19, 2014
    Date of Patent: December 13, 2016
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Martin Kas, Rahul Mahesh Kulkarni
  • Patent number: D781912
    Type: Grant
    Filed: March 31, 2016
    Date of Patent: March 21, 2017
    Assignee: TD AMERITRADE IP COMPANY, INC.
    Inventors: Harrison W. Napper, Enrique Sallent, Michael Nix
  • Patent number: D786302
    Type: Grant
    Filed: September 30, 2016
    Date of Patent: May 9, 2017
    Assignee: TD AMERITRADE IP COMPANY, INC.
    Inventors: Harrison W. Napper, Enrique Sallent, Michael Nix