US 11,734,765 B2
System and method for managing data for delivering a pre-calculated defined investment outcome in an exchange-traded fund
H. Bruce Bond, Wheaton, IL (US); John Wilder Southard, Jr., Wheaton, IL (US); and Graham Alexander Day, Wheaton, IL (US)
Assigned to Innovator Capital Management, LLC, Wheaton, IL (US)
Filed by Innovator Capital Management, LLC, Wheaton, IL (US)
Filed on Apr. 14, 2022, as Appl. No. 17/721,260.
Application 17/721,260 is a continuation of application No. 16/930,150, filed on Jul. 15, 2020, granted, now 11,334,950.
Claims priority of provisional application 62/874,495, filed on Jul. 15, 2019.
Prior Publication US 2022/0270175 A1, Aug. 25, 2022
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/06 (2012.01); G06F 3/0482 (2013.01)
CPC G06Q 40/06 (2013.01) [G06F 3/0482 (2013.01)] 24 Claims
OG exemplary drawing
 
1. A computer-based system for displaying, on a user interface, investment outcome alternatives, the system comprising:
a data aggregation system configured to:
automatically obtain via at least one exchange data source, during a predetermined period, securities data associated with a security; and
aggregate the securities data to produce a historical aggregated data value set associated with values of the security at different times during the predetermined period including values related to a display date;
a processor, coupled to the data aggregation system, configured to render, on a user interface during the display date, a dynamic tool to display, based on the historical aggregated data value set, a graphical display of investment data associated with the security, the graphical display including each of:
a graphical representation of a return rate cap for a current outcome period, wherein the return rate cap includes one or more of a remaining return rate cap and an initial return rate cap;
a graphical representation of a buffer threshold for a current outcome period, the buffer threshold associated with losses from an investment in the security, wherein the buffer threshold includes one or more of a remaining buffer threshold and an initial buffer threshold; and
outcome data pertaining to a performance of the security at a selected time during a displayed period, of the security,
wherein the processor is further configured to:
automatically update the graphical representation of the return rate cap after an end of the current outcome period.