Inventors:
Douglas Corning - San Francisco CA, US
Natalie Lera - Oakland CA, US
Jennifer Kwan - San Francisco CA, US
Corinne Wayshak - Los Altos CA, US
Christopher Burmester - Kensington CA, US
Assignee:
Charles Schwab & Co. - San Francisco CA
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 37, 705 1, 705 42, 455466
Abstract:
A method and apparatus for monitoring a items such as stocks and other securities, suitable for use in portable devices, such as personal organizers, wherein instead of separate watch lists, a pool of items being watched is maintained, and the total number of items which can be contained in the pool is intentionally limited to a predefined number, and further wherein each of the items in the pool includes an associated tag which defines a watch list to which it belongs, and the pool of the items being watched can be viewed simultaneously as one coherent collection, or specific watch lists can be displayed.