Option ticker symbol lookup
This application is related to the following co-pending applications, which are each hereby incorporated by reference in their entirety: Lora, also filed Dec. The disclosed embodiments relate generally to a system and method for populating a list with ticker symbols or other descriptors for investment vehicles.
A stock ticker is a scrolling display of current or recent security prices and trading volumes. Ticker symbols composed of option ticker symbol lookup a few letters are widely used in the United States to identify shares of common stocks on a stock ticker. Ticker symbols are also used to identify securities of mutual funds and exchange traded funds ETFsas well as some options and some market indices.
Securities identified by five-letter ticker symbols are usually in a special class, i. Creating an investment list at a web page e. For example, in order to complete a list of target investments e. Entering a ticker symbol for a company or a mutual fund in an investment list frequently presents a difficulty for an investor who knows one or more words in the name of the company or mutual fund, but who does not know the ticker symbol for securities of that company or mutual fund.
Mutual funds are similarly the subject matter of this situation. The operation of option ticker symbol lookup associated ticker symbol lookup tool is generally straight-forward. Depending on the ticker symbol database utilized by the option ticker symbol lookup symbol lookup tool, the ticker symbol for one or more pink sheet securities might also be returned. The page includes a traditional ticker symbol lookup tool Unlike the investor who reviewed an output like that of Table 1, another investor may bypass using a ticker symbol lookup tool.
Many types of ticker symbol lookup tools are available other than tools and of FIGS. Option ticker symbol lookup Coca-Cola Company ticker symbol: KO appears in this output. If an investor has an equity position in The Coca-Cola Company ticker symbol: A novice investor may naively consider short key words in a company name e.
It has changed to COCA. You may look option ticker symbol lookup the symbols. You may look up the symbol. In short, these quote tools require that valid ticker symbols be entered and submitted in order to provide price information on investments to which the corresponding ticker symbols are assigned.
These quote tools are not robust in that they do not also return price information on the entry and submission of key words in the name option ticker symbol lookup the investment e.
That is, these quote tools are not both ticker-symbol-based and investment-name-based lookup tools. Many account holders of financial services companies often fail accurately to complete ticker-symbol entries on an investment list particularly for mutual funds despite the ready availability of ticker symbol lookup tools.
Rather then use a ticker symbol lookup tool to find the ticker symbol assigned to a mutual fund, some account holders, in completing a Retirement Plan Questionnaire like the ones of FIGS. Similarly, consider an unmotivated account holder who, on completing a Retirement Plan Questionnaire similar to the ones depicted in FIGS.
In addition, a company who pursues such an operation could run a risk of being perceived as intrusive toward account holders by often communicating with account holders in order to clarify form entries. In view of the foregoing, a need exists for improved systems and methods to assist account holders and other users complete ticker-symbol-based investment option ticker symbol lookup e. In general, the disclosed embodiments are related to a system and method for robustly looking up a ticker symbol of a security e.
In being both robust in ticker symbol lookup capabilities, as well as efficient in adding ticker symbols or names of an investment to a linked investment list, various embodiments enable account holders or other users to generate accurate investment lists with relative ease.
A more complete appreciation of the disclosed embodiments and their attendant advantages will be readily obtained and better understood by reference to the following detailed description when considered in conjunction with the accompanying drawings it being understood that the drawings contained herein are not necessarily drawn to scale ; wherein:. In the embodiment depicted in FIG. Atthe computer system then evaluates whether the input matches a single ticker symbol Q 1.
More specifically, after the computer system accepts data entered from a data entry field e. The search identifies matching valid ticker symbols. Option ticker symbol lookup computer system may accomplish simultaneously or subsequently or have accomplished previously another search, which is diagrammed atfor other matching preassigned descriptors, e.
That is, atthe computer system evaluates whether the input matches only a single other preassigned descriptor Q 2. If the search es in the one or more investment vehicle databases result s in a match to only one corresponding valid ticker symbol i. In various embodiments, the computer system also adds other information at i. If, at option ticker symbol lookup, the search es in the one or more investment vehicle databases do es not result in a match to only a single ticker symbol i.
If additional or simultaneous or previously accomplished search es option ticker symbol lookup the one or more investment vehicle databases result s in a match to a only a single other preassigned descriptor of option ticker symbol lookup investment i.
If, atthe search es by the computer system of one or more investment vehicle databases do es not result in only a single other preassigned descriptor for an investment being returned i. If, atthe computer system identifies multiple matches to ticker symbols or to other preassigned descriptors e.
The computer system may then receive a selection by the user at of a ticker symbol or name of an investment displayed on Results Page corresponding to a position in an actual or target portfolio of the user. The computer system then adds, at in a manner responsive to the selection received atthe name of the selected investment e. Atbuilding of the linked investment list may resume at i.
Therefore, the described ticker symbol lookup tool or quote tool allows, with one tool, each of the following: A valid ticker symbol s to be submitted using the tool, and information on corresponding investment s to be routinely returned, or, B key word s in the name of the investment e.
In short, the tool does not operate so as routinely to process both investment-name-based searches and ticker-symbol-based searches. That is, the tool also does not permit a ticker descriptor for an investment or investment vehicle to be added efficiently to a linked investment list. In various presently described embodiments, the computer system adds only a ticker symbol or only a name of the matching investment but not both to a linked investment list. In these embodiments, the linked investment list generally comprises either only ticker symbols or only names of investments, respectively.
In various other embodiments, if the computer system does not match the data entered in its search es of one or more investment vehicle databases to only a single ticker symbol or only a single other preassigned descriptor for an investment e. On receipt of the requested more precise data, the computer system responsively runs an additional search es of one or more investment vehicle databases using the more precise data. If the computer system then finds only a single matching investment, the computer system adds the name of the matching investment or its ticker symbol or both the name and the ticker symbol to the linked investment list of the user.
In other option ticker symbol lookup, the computer system may prompt the user to submit a more precise indication for an investment one or more additional times if the computer option ticker symbol lookup identifies multiple matches to ticker symbols or to other preassigned descriptors but the computer system does not identify only a single match to a ticker symbol i.
In various embodiments, if the computer system continues to identify multiple matches after providing one, two or more prompts to the user to submit a more precise descriptor i. If the user simply selects the ticker symbol of the candidate investment that corresponds to the user's investment or selects text of the name of the candidate investment, in some embodiments, or selects both a option ticker symbol lookup symbol and a name on a Results Page, the computer systems accepts the selection and adds the name of the investment or its ticker symbol or both to a linked investment list of the user.
Principles of embodiments are not limited to facilitating the creation of investment lists for accounts option ticker symbol lookup individuals, but also embrace the development of investment lists for accounts of all types whether real or simply desired regardless of ownership e.
Principles of embodiments are similarly not limited to facilitating the creation of investment lists in response to option ticker symbol lookup schedule of contributions to an account. A user may also modify e. In various embodiments, a user may cause the computer system to add any one of these five companies to the user's linked investment list simply by selecting any one of the five ticker symbols of this Results Page.
As noted previously for FIG. Coca Cola Enterprises, Inc. For some of the previously described embodiments, a robust ticker symbol lookup tool has been described as matching an entry of a user to ticker descriptor of a candidate investment where only an exact match albeit possibly partial exists.
However, embodiments also include ticker symbol lookup tools capable of generating a list of multiple candidate investment vehicles without an exact, complete match existing with characters of a search term that a user has entered e.
That is, in various embodiments, a robust ticker symbol lookup tool may recognize candidate investment vehicles having ticker descriptors that only imperfectly match search characters that a user has entered e. Such an embodiment of a robust ticker symbol lookup tool may output a list of candidate investment vehicles on a Results Page e.
Furthermore, a ticker symbol, or name, or both a ticker symbol and a name for an investment vehicle selected from the output list of generated candidates may nonetheless be capable of being efficiently added to a user's linked investment list in such various embodiments e. Computer system includes a bus or other communication mechanism for communicating information, and a processor coupled with bus for processing option ticker symbol lookup.
Computer system also includes a main memorysuch as a random access memory RAM or other dynamic storage device, coupled to bus for storing information and instructions to be option ticker symbol lookup by processor Main memory also may be used for storing temporary variables or other intermediate information during execution of instructions to be executed by processor Computer system further includes a read only memory ROM or other static storage device coupled to bus for storing static information and instructions for processor A storage devicesuch as a magnetic disk or optical disk, is provided and coupled to bus for storing information and instructions.
Computer system may be coupled via bus to a displaysuch as a cathode ray tube CRTfor displaying information to a computer user. An input deviceincluding alphanumeric and other keys, is coupled to bus for communicating information and command selections to processor Another type of user input device is cursor controlsuch as a mouse, a trackball, or cursor direction keys for communicating direction option ticker symbol lookup and command selections to processor and for controlling cursor movement on display This input device typically has two degrees of freedom in two axes, a first axis e.
One or more populating acts may be provided by computer system in response to processor executing one or more sequences of one or more instructions contained in main memory Such instructions may be read into main memory from another computer-readable medium, such as storage device Execution of the sequences of instructions contained in main memory causes processor to perform processes described herein.
One or more processors in a multi-processing arrangement may also be employed to execute the sequences of instructions contained in main memory In other embodiments, hard-wired circuitry may be option ticker symbol lookup in place option ticker symbol lookup, or in combination with, software instructions.
Thus, embodiments are not limited to any specific combination of hardware circuitry and software. Such option ticker symbol lookup medium may take many option ticker symbol lookup, including but not limited to, non-volatile media, volatile media, and transmission media. Non-volatile media include, for example, optical or magnetic disks, such as storage device Volatile media include dynamic memory, such as main memory Transmission media include coaxial cables, copper wire and fiber optics, including the wires that comprise bus Transmission option ticker symbol lookup take the form of acoustic or light waves, such as those generated during radio frequency RF and infrared IR data communications.
Various forms of computer readable media may be involved in carrying one or more sequences of one or more instructions to processor for execution. For example, the instructions may initially be borne on a magnetic disk of option ticker symbol lookup remote computer. The remote computer can load the instructions into its dynamic memory and send the instructions over a telephone line using a modem. A modem local to computer system can receive the data on the telephone line and use an infrared transmitter to convert the data to an infrared signal.
An infrared detector coupled to bus can receive the data carried in the infrared signal and place option ticker symbol lookup data on bus Bus carries the data to main memoryfrom which processor retrieves and executes the instructions.
The instructions received by main memory may optionally be stored on storage device either before or after execution by processor