US 12,307,527 B2
Security trading backtesting system having an interactable journal
Rodrigo A. Collao Benitez, Norman, OK (US); Matthew Concordia, Innisfil (CA); and John H. Goocher, Davidson, NC (US)
Assigned to FX Replay, Inc, Oklahoma City, OK (US)
Filed by FX Replay, Inc., Oklahoma City, OK (US)
Filed on Oct. 15, 2024, as Appl. No. 18/915,708.
Claims priority of provisional application 63/593,113, filed on Oct. 25, 2023.
Prior Publication US 2025/0139700 A1, May 1, 2025
Int. Cl. G06Q 40/04 (2012.01)
CPC G06Q 40/04 (2013.01) 19 Claims
OG exemplary drawing
 
1. A system, comprising:
a processing component comprising one or more processor; and
a memory comprising a non-transitory processor-readable medium storing processor-executable instructions that when executed by the processing component, causes the processing component to:
generate a backtesting session view for a backtesting session comprising a historic stock mapped on a graph, the graph having an axis of abscissas corresponding to a time and an axis of ordinates corresponding to a value of the historic stock;
receive a first input indicative of a user selecting a new trade option;
generate a journal creation dialog having one or more inputs selected from: an add screenshot input, a checklist selector, a tag input, and a notes input;
receive a journal model having one or more journal property based on the one or more input of the journal creation dialog and a journal timestamp;
associate the journal model with the backtesting session;
store the journal model in the memory;
determine a stock value of historic stock and bounding box of one or more journal indicator; and
draw and display, in the backtesting session view, the one or more journal indicator corresponding to the journal model on the graph of the historic stock, placing the one or more journal indicator at a first position on the axis of abscissas corresponding to the journal timestamp and at a second position on the axis of ordinates associated with the stock value of the historic stock, the one or more journal indicator being bounded by a bounding box, wherein the first position and the second position are selected such that the one or more journal indicator do not overlap the historic stock mapped on the graph, enabling the user to see trade decisions and notes in direct visual correlation with price movements; and
wherein the one or more journal indicator displays values of the one or more journal property of the journal model, the one or more journal property comprising at least one of: the journal timestamp, at least a portion of the notes, and one or more tag.