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Dynamic flow-through context switching of investment data into multiple investment tools

机译:将投资数据动态流过上下文切换到多种投资工具中

摘要

A system and software product include a plurality of domain and child navigators, various investment tools, and external and internal data sources coupled to the navigators and tools. The navigators provide for user selection of various levels of domains regarding financial instruments such as securities, markets, portfolios, indices, exchanges, industries, and sectors. Selection of one or more domains in the navigators creates a context defining the selected security or other categorical construct (e.g. a specific index or security or portfolio). The context describes the selected construct, but not the particulars of its data. This context is provided to currently active investment tools. Each investment tool processes specific types of investment data, such as news, real time pricing, corporate data, historical data, earnings estimates and the like. Upon receiving a context, an investment tool obtains the underlying data for the particular context, and outputs such data in a predefined configured template for the investment tool. The predefined templates may be preconstructed or user configured or both. The data used by the various tools comes from disparate data feed sources which have their various data feeds normalized by a normalization engine into a standardized data format. Publish/subscribe and request/reply engines fetch or push data to the investment tools as needed. An application server interfaces between the tools of these engines, and receives the context from the navigators to provide the appropriate data to each active investment tool.
机译:一种系统和软件产品,包括多个域和子级导航器,各种投资工具以及耦合到该导航器和工具的外部和内部数据源。导航器为用户提供有关金融工具(例如证券,市场,投资组合,指数,交易所,行业和部门)的各个级别域的选择。在导航器中选择一个或多个域会创建一个上下文,该上下文定义了所选的安全性或其他分类构造(例如,特定的索引或安全性或产品组合)。上下文描述所选的构造,但不描述其数据的细节。该上下文提供给当前活跃的投资工具。每个投资工具都处理特定类型的投资数据,例如新闻,实时定价,公司数据,历史数据,收益估算等。在接收到上下文后,投资工具获得特定上下文的基础数据,并在用于投资工具的预定义配置模板中输出此类数据。预定义的模板可以是预构建的,也可以是用户配置的,也可以是两者。各种工具使用的数据来自不同的数据提要源,这些数据提要源将其各种数据提要通过标准化引擎标准化为标准化数据格式。发布/订阅和请求/答复引擎根据需要获取或推送数据到投资工具。应用服务器在这些引擎的工具之间进行接口,并从导航器接收上下文,以向每个活动的投资工具提供适当的数据。

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