Abstract: A system and associated method with a target number of shares for conducting security transactions includes a client device with a client interface configured to receive a client buy, sell, sell short, or buy to cover order. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine and inventory account are included. A targets engine determines the target number of long and shorted shares of a security to be held by the inventory account.

Abstract: A system and associated method for conducting security transactions includes a client device with a client interface configured to receive a client buy, sell, sell short, or buy to cover order from a client. The client is associated with a social media network and has at least one social network friend. A host server is coupled to the client device and executes logic resources for carrying out transactions for the client. A pricing engine and an inventory account are included. A targets engine determines a target number of long and shorted shares of a security to be held by the inventory account. A social networking engine allows clients to share information for at least one of, portfolios, orders and investment ideas. The social networking engine allows users to execute securities transactions based on the shared information.

Abstract: A system and method for conducting security transactions includes a client device with a client interface. A host server is coupled to the client device and executes logic resources for carrying out portfolio transactions for a client. An inventory account and a pricing engine are provided. A targets engine calculates a target number of long and short shares of a stock to be included in the inventory account to meet present and future buy, sell, sell short, and buy to cover client orders.

Abstract: A system and associated method for conducting security transactions is provided for hedging of market exposure or harvesting of tax losses. A client device with a client interface is configured to receive a client order for hedging of market exposure or harvesting of tax losses. A host server is coupled to the client device which executes logic resources for carrying out transactions for a client. A pricing engine and an inventory account are provided. A trading engine processes the client order of hedging of market exposure or harvesting of tax losses. The trading engine enables the trading of fraction shares and reduces a frequency of orders sent to market by executing principal trades against the inventory account.

Abstract: A system and associated method allows a client to balance the client's security portfolio that includes constituent securities. A client device is provided with a client interface. A host server is coupled to the client device and executes logic resources for balancing the portfolio. A balancing engine allows a client to manipulate the client's security portfolio and keep it in balance at all times. The balancing engine provides that any constituent moved by a client remains at a declared level and remaining constituents are proportionally balanced so that the sum of the weights adds to 100%.

Abstract: A system and method for conducting security transactions provides a system with a client device with a client interface, an inventory account and a trading engine. The trading engine processes a client buy, sell, sell short or buy to cover order. The trading engine enables a trading of fraction shares in real time as well as reduces a frequency of orders sent to market by executing principal trades against the inventory account.

Abstract: A system and associated method for conducting index or theme based basket security transactions includes a client device with a client interface, and is configured to receive an index or theme based basket client order. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine, an inventory account and a targets engine are included. The trading engine is configured to process the client index or theme based basket order as a single order. The trading engine enables the trading of fraction shares in real time as well as reduces a frequency of orders sent to market by executing principal trades against the inventory account.

Abstract: A system and associated method if provided for rebalancing a client's portfolio of securities. A client device is provided with a client interface that is configured to receive a client's rebalance order which includes fraction shares. A host server is coupled to the client device and executes logic resources for carrying out transactions for a client. A pricing engine and an inventory account are included. A targets engine determines a target number of long and shorted shares of a security to be held by the inventory account. A trading engine that is configured to process a client's rebalance order of a client's portfolio. The client receives a list of current positions, selects a share-weighted portfolio, chooses an alternate weighting, and decides to: (i) add funds, (ii) remove funds or (iii) rebalance the share-weighted portfolio.

Abstract: Embodiments of the present invention provide techniques for mapping hierarchical data from a query result into a tabular display, such as a spreadsheet. The tabular display allows some (or all) of the elements included in the hierarchical display to be mapped to positions on the report. In one embodiment, a field of the result that stores hierarchical data with repeating elements (e.g., an XML document) is mapped into the tabular report using jagged rows. This approach allows a user to map both the hierarchical and relational data in the result set to cells in the spreadsheet, and in the process, handle any embedded collection (repeated element) in the hierarchical data.

Abstract: A unified query building system generates a source structure comprising nodes from a data structure input of an identified data source, displays the generated source structure in a logical view, adds a selected node or element from the nodes to a design query canvas, generates a query object from the selected node based on a source type of the selected node, presents a logical view of a query function of a selected query object, and generates a unified query comprising the generated query objects. The logical view is displayed in a graphical user interface comprising a design query canvas comprising grids corresponding to functions in a query language such as SQL or XML. The generated unified query is displayed in an actual query view and is outlined in a query outline view.

Abstract: A method for providing a query builder for at least one query language is disclosed. The method includes providing a plurality of grids and at least one resource for a grid set including at least one of the plurality of grids. The grids correspond to a plurality of functional units of the query language(s). The grid set corresponds to one of the functional units. The resource(s) correspond to the functional unit and to the grid set. The resource(s) are capable of being used as at least one argument for the grid set.

Abstract: An apparatus, system, and method are disclosed for web service access to a remote data source procedure. The method includes receiving a web service request from a client and identifying the procedure call identifier within the web service request. The web service request includes a procedure call identifier and zero or more parameters. The method includes creating a procedure call to a data source procedure accessible through an Application Program Interface. The procedure call is created at least in part by ordering parameters of the procedure call based on an order of the zero or more parameters in the web service request. The parameters of the procedure call are ordered without using an explicit parameter mapping. The method includes sending a web service response to the client in response to receiving a response from the data source procedure. The web service response includes information responsive to the procedure call.

Abstract: Embodiments of the invention provide techniques for specifying precise queries of hierarchical data. In one embodiment, a mapping template is created to represent the hierarchical data in terms that are easy to for users to understand. The mapping template is used to generate a query tool having a tree structure made up of nodes that are queried by the user. The user may compose a query by navigating the tree structure to select nodes of interest, and specifying predicates for the selected nodes. Once the query is composed, it may be executed against the hierarchical data.

Abstract: Embodiments of the present invention provide techniques for mapping hierarchical data from a query result into a tabular display, such as a spreadsheet. The tabular display allows some (or all) of the elements included in the hierarchical display to be mapped to positions on the report. In one embodiment, a field of the result that stores hierarchical data with repeating elements (e.g., an XML document) is mapped into the tabular report using jagged rows. This approach allows a user to map both the hierarchical and relational data in the result set to cells in the spreadsheet, and in the process, handle any embedded collection (repeated element) in the hierarchical data.

Abstract: A unified query building system generates a source structure comprising nodes from a data structure input of an identified data source, displays the generated source structure in a logical view, adds a selected node or element from the nodes to a design query canvas, generates a query object from the selected node based on a source type of the selected node, presents a logical view of a query function of a selected query object, and generates a unified query comprising the generated query objects. The logical view is displayed in a graphical user interface comprising a design query canvas comprising grids corresponding to functions in a query language such as SQL or XML. The generated unified query is displayed in an actual query view and is outlined in a query outline view.

Abstract: A system and method for building an XQuery using a model-based XQuery building tool is presented. An XQuery builder includes a general user interface (GUI) that enables a user to graphically interpret XML source documents and create a query model. The XQuery builder then optimizes the query model by generating relative paths for nodes and converting FLWOR expressions to XPath expressions. In addition, the XQuery builder inserts runtime parameters into the query model that correspond to XML documents that are required to test the XQuery. Subsequently, the XQuery builder generates an XQuery from the optimized query model, and provides the XQuery and required XML documents to a query engine that, in turn, produces query results.

Abstract: An XPath generation system generates a default XPath expression (XPath) from a selected destination node. The system provides to a user the default XPath with modification options. The system modifies the default XPath according to selected modification options to generate a resulting XPath. If none of the modifications options are selected, the system selects the default XPath as the resulting XPath. The modification options comprise selecting a different node as a destination node of the XPath, selecting a context node as a starting node of the XPath, selecting an axis for specifying a path between the context node and the destination node, specifying selection of a node by name or by type, specifying selection of any node, and specifying return of only unique values of the resulting XPath.

Abstract: A unified query building system generates a source structure comprising nodes from a data structure input of an identified data source, displays the generated source structure in a logical view, adds a selected node or element from the nodes to a design query canvas, generates a query object from the selected node based on a source type of the selected node, presents a logical view of a query function of a selected query object, and generates a unified query comprising the generated query objects. The logical view is displayed in a graphical user interface comprising a design query canvas comprising grids corresponding to functions in a query language such as SQL or XML. The generated unified query is displayed in an actual query view and is outlined in a query outline view.

Abstract: A search string is received to be applied to structured data. A concatenated version of the structured data is obtained and the search string is applied to the concatenated version to obtain search results. A list of results is generated and comprises search string correlated information from different portions of the structured data.

Abstract: A method and system for providing a query builder for at least one query language is disclosed. The method and system include providing a plurality of grids and at least one resource for a grid set including at least one of the plurality of grids. The grids correspond to a plurality of functional units of the query language(s). The grid set corresponds to one of the functional units. The resource(s) correspond to the functional unit and to the grid set. The resource(s) are capable of being used as at least one argument for the grid set.