US 12,014,420 B1
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 Jun. 26, 2023, as Appl. No. 18/341,228.
Application 18/341,228 is a continuation of application No. 17/721,260, filed on Apr. 14, 2022, granted, now 11,734,765.
Application 17/721,260 is a continuation of application No. 16/930,150, filed on Jul. 15, 2020, granted, now 11,334,950, issued on May 17, 2022.
Claims priority of provisional application 62/874,495, filed on Jul. 15, 2019.
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)] 18 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 from an exchange data source, during a predetermined period, securities data associated with a security; and
a processor, coupled to the data aggregation system, configured to render, on a user interface during a display date, a dynamic tool configured to receive user input and display data based on the user input and the securities data, the dynamic tool including:
a graphical representation of an outcome period cap for a current outcome period, wherein the graphical representation of the outcome period cap reflects a remaining return rate cap based on the securities data;
in an interactive window, rendered in response to the user input via the user interface of a selected date, date-specific investment data associated with the security, and comprising a date-specific remaining cap and a date-specific remaining buffer, that are each associated with the selected date; and
an automatic update of the graphical representation including updates of the outcome period cap after an end of the current outcome period.