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Transcript of 01-CockpitSpecs
Cockpit Application Specifications
Contents:• Personas• Application Schematic• Buying Powers Customer States• ROE Component Schematic/Workflow• Portfolio Component Schematic• Open Orders Component Schematic/Workflow• Level I Component Schematic• News Component Schematic• Level II Component Schematic/States• StyleGuide• Application Dimensions
Authored by: Sean Patrick Coon May 1, 2002 Version 1.0
USER RESEARCH | Personas
Target Audience: Active Online Stock TradersRo
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*
RajElite MemberDay Trader
Kwang SooElite MemberSwing Trader
39 years old; married w/2 kids; retired dot.com executive; college graduate w/3 degrees from India; once in US, worked his way up from family bodega, through computer industry to cash cow IPO; loves American football
~ Works the market from 8am to 8pm on a DSL line from his home office; schedules tee-time around trading pattern
averages 60 trades per day
aggressive, an educated gambler; uses all means available to turn a profit; very resourceful, follows trends, researches companies with a fine toothcomb
performs all trading online
~9-12hrs. per day; 1hr. on the weekend; advanced computer skills, expert with online trading software; uses his desktop computer to:
- day trade - email (read, write, stock-lists) - browse the internet - manage finances - play games with his kids
MicroSoft OfficePDA (PalmPilot)Mobile PhoneBloomberg Network News SubscriptionThe Wall Street JournalFormer colleagues
42 years old; second generation Korean; married; 1 child; college graduate; works as a computer networks engineer; avid computer games player and car enthusiast
~ 8 hour work day; commutes from suburbs to large city for work; works out of his home 1 day per week on a cable modem; often trades before and after bell and during lunch break
averages 25 trades per month
relies on stringent research and industry trends to make majority of decisions; will take leads from close associates on occation
trades through broker and online account
~6hrs. per day; 4hrs. on the weekend; advanced computer skills, extremely comfortable with online trading; uses his computer to:
- communicate with office infrastructure - unsnag network issues - email (read, write, games/car lists) - browse the internet - manage finances - trade stock - plays online games
MicroSoft OfficePDA (PalmPilot)Raging Bull Bulletin BoardMobile Phone
• Island Book viewer• Extended hours trading• Streaming Level II quotes• Streaming Level I Quotes• Portfolio management• Quality buying power information• Order status display• Company news features
• Streaming Level I Quotes• Real-time charts• Island Book Viewer• News Center• Extended hours trading• Streaming Level II quotes• Portfolio management
DatekCockpitSean Patrick Coon 4/9/02
* information taken from the 2002 Strategic Customer Relationship Management Plan
Symbol
Size MMID BidSize MMID Bid
Symbol Bid Ask Last High Low Change %Change Quote Trend Trade Trend '00's Volume AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 Alert
AAPL + .53Last: 24.451 High: 25.432 Low: 23.546
Volume: 3,456,275
(71 more) (55 more)
Last updated: 12:54:04
Welcome to Datek's Streamer Quotes
Size MMID BidSize MMID Bid
MSFT -1.02Last: 24.451 High: 25.432 Low: 23.546
Volume: 3,456,275
(71 more) (55 more)
Last updated: 12:54:04
Symbol
Size MMID BidSize MMID Bid10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
Last: High: Low:
Volume:
Last updated: 12:54:04
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
24.4 24.45 24.5
500 -
?DJIA 10,210.62 - 45.65NASDAQ 1,738.33 - 28.74S&P 500 1,108.78 +12.45
DJIA 10,210.62 - 45.65NASDAQ 1,738.33 - 28.74S&P 500 1,108.78 +12.45
COCKPIT
Order: Type in an order string, enter your password and hit enter to submit.
Example: b3000xyz31.33
SymbolSymbol Symbol
Cockpit ApplicationFUNCTIONAL NOTES
• Settings- Add up to 6 indices• Help- Launches help window• Buying power - See state/use cases for details- Auto refresh buying power every minute, w/time stamp- Refresh button manually refreshes buying power• RapidOrderEntry - See state/use case• Messages - All trade specific messages appear in the message window color coded: - Green - Successful operation/Positive message - White - Order in queue/Average importance - Red - Failed attempt/ Urgent message• Portfolio - See state/use case• Open Orders - See state/use case• Level I Quotes - See state/use case• News - See state/use case• Actives icon - pops up Actives applet• Daily Activity Icon - links to web page• Level II's - See state/use case
NAVIGATION
- On entering the app., the cursor focus is in the ROE field.
- The F1 key will change the focus from one module to the next (i.e. ROE to focused middle module [or Portfolio on start] to focused Level II [or first window on start])
- The Tab key will tab through components of a module (i.e. Portfolio to Open Orders to Level I Quotes to News)
- When a user leaves the application, the system saves the symbols in the Level II windows
Sean Patrick Coon 4/29/02
SBP: XXXXXXXX DTBP: XXXXXXXX
PASSWORD GO
B S+ Add LII 12 3
RapidEntry:
10:24:34 AMAccount Value: $12,769.23
AC: XXXXXXXX 10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XX
PCC: XXXXXXXX 10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XX
Customer: Not Margin enabled, no options
Customer: Not Margin enabled, no options, potential cash call
AC: XXXXXXXX 10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Not Margin enabled, w/ options
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Not Margin enabled, w/ options, potential cash call
Cockpit ApplicationBuying Power Customer States
PC CALL: XXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XX
Customer: Margin enabled, no options,
SBP: $XXXXXXXX DTBP: $XXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XX
Customer: Margin enabled, no options, Potential REGT Call
PREGT CALL: $XXXXXXXX DTBP: $XXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XX
Customer: Margin enabled, no options, ActualDT Call
SBP: $XXXXXXXX DTBP: $0.00 ADT CALL: SXXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XX
Customer: Margin enabled, no options, Potential DT Call | ActualDT Call
SBP: $XXXXXXXX PDT CALL: $XXXXXXXX ADT CALL: SXXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Margin enabled, w/ options
SBP: $XXXXXXXX DTBP: $XXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Margin enabled, w/ options, Potential REGT Call
PREGT CALL: $XXXXXXXX DTBP: $XXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Margin enabled, w/ options, Potential DT Call
SBP: $XXXXXXXX PDT CALL: $XXXXXXXX
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Margin enabled, w/ options, ActualDT Call
SBP: $XXXXXXXX DTBP: $0.00 ADT CALL: SXXXXXXXX
Sean Patrick Coon 4/29/02
Available Cash
Potential Cash Call
Available Cash
Potential Cash Call
Stock Buying Power Day Trading Buying Power
Potential RegT Call
Potential RegT Call
Day Trading Buying Power
Stock Buying Power Potential Day Trading Call
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XX
Customer: Margin enabled, no options, Potential DT Call
SBP: $XXXXXXXX PDT CALL: $XXXXXXXX
Stock Buying Power
Stock Buying Power Day Trading Buying Power
Day Trading Buying Power
Potential Day Trading Call
Stock Buying Power Potential Day Trading Call
Actual Day Trading Call
Stock Buying Power Potential Day Trading Call Actual Day Trading Call
Stock Buying Power Day Trading Buying Power Actual Day Trading Call
Stock Buying Power Day Trading Buying Power Actual Day Trading Call
10:24:34 AMAccount Value: $XXX,XXX,XXX.XXLong Stock Value $XXX,XXX,XXX.XXShort Stock Value $XXX,XXX,XXX.XXLong Option Value $XXX,XXX,XXX.XXShort Option Value $XXX,XXX,XXX.XXCash $XXX,XXX,XXX.XX- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - AC for Withdrawl $XXX,XXX,XXX.XXMarginable Equity $XXX,XXX,XXX.XXOptions BP $XXX,XXX,XXX.XX
Customer: Margin enabled, w/ options, Potential DT Call | ActualDT Call
SBP: $XXXXXXXX PDT CALL: $XXXXXXXX ADT CALL: SXXXXXXXX
• On RollOver of buying power titles, show ToolTips• Dropdown list DOES NOT hotlink anywhere - onRelease of dropdown, keep item in focus THROUGH refresh
Cockpit ApplicationROE Component Schematic/Workflow
Sean Patrick Coon 4/29/02
Order: Type in an order string, enter your password and hit enter to submit.
Example: b3000xyz31.33
Order: Buy 200 AAPL @ Market
Expires: Day || Routing: AUTO
Default State:
As user inputs order:Order string builds and describes user input.
b200aapl
RapidEntry
RapidEntry
RapidEntry
Order: Buy 200 AAPL @ Market
Expires: Day || Routing: AUTO
As user physically enters order:System checks to see if user has express ordering turned on.
If yes, system attempts to process order
If no, system provides a password field and a link to the express settings page
Workflow Diagram:
b200aapl PASSWORD GO
User enters order
User enters password
PopulateOpen order monitor &bring it in focus
YES
YES
YES, post messageIs userexpress?
Is ordervalid?
Passwordvalid?
NO
NO, post message
NO, reset password field NO, post message
ROEComponent
ROEComponentw/Password
MessageWindow
Open Orders
Cockpit ApplicationPortfolio Component Schematic
In Focus: Portfolio state
- Fixed size, no settings
Left click- Single click on row activates Buy, Sell, Island, Big Chart, Last Sale and Level II links - Single click on Buy or Sell icon populates ROE field - Single click on Big Chart icon launches symbol driven chart - Single click on Island icon launches javascript popup w/ fixed window & zero navigation - Single click on last sale icon launches last trade charts - Rollover Level II icon creates LII window menu. OnClick poulates chosen Level II window- Single click on module tabs changes focus- Single click on Daily Activity icon (upper right) launches web page (in focus)
Right click (menu options)- Buy (populate ROE)- Sell (populate ROE)------------------------ Big Chart- Island Bookviewer- Last Sale------------------------ Level Two - Window 1 - Window 2 - Window 3
Sean Patrick Coon 4/29/02
Symbol Shares Price Change Value Trend Bid Ask Last %Change Value ChangeAAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400AAPL 200 23.15 +.55 $4,000 23.45 23.55 23.48 .58% $400
Welcome to Datek's Streamer Quotes
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
B S LII 12 3
Cockpit ApplicationOpen Orders Component Schematic
Sean Patrick Coon 4/29/02
Welcome to Datek's Streamer Quotes
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
Entered Buy/Sell Qty Stock Price Type Expire Routing Tracking# 03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Sell 500 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy AAPL Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
Cancel/Replace UndoAll
Welcome to Datek's Streamer Quotes
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
Entered Buy/Sell Qty Stock Price Type Expire Routing Tracking# 03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 800 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 18.00 Limit Day Auto M200AAAJ8587
03/24/2002 Sell 500 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
03/24/2002 Buy AAPL Limit Day Auto M200AAAJ8587
03/24/2002 Buy 200 AAPL 24.55 Limit Day Auto M200AAAJ8587
Cancel/Replace UndoAll Cancel 1 Order/ Replace 2 Orders
In Focus: OpenOrders
- Fixed size, no settings
Left click- Single click in check box selects order to be cancelled and creates a text string "Cancel 1 Order"- Changes to either the Qty or Price of an order creates a text string "Replace 1 order"- Once the user has selected and/or edited an order, the Cancel/Replace and UndoAll buttons become active.- Clicking ion UndoAll returns the applet to its original state- If the user clicks on Cancel/Replace, the system checks to see if they are an express user. - If express, order goes through - If not, password field appears (see below workflow)
Right Click- N/A
Workflow Diagram:Cancel/Replace order
User enters password
YES/NO
YES
YES
YES/NO
Is userexpress?
Passwordvalid?
NO
NO, reset password field
OpenOrders
OpenOrdersw/Password
MessageWindow
Apply changes to OpenOrders
PASSWORD GO
Cockpit ApplicationLevel I Component Schematic
In Focus: Level I state
- "Add field" moved to the left- 10 rows before scroll
Left click- Single click on row activates Buy, Sell, Island, Big Chart, Last Trade and Level II links - Single click on Buy or Sell icon populates ROE field - Single click on Big Chart icon launches symbol driven chart - Single click on Island icon launches javascript popup w/ fixed window & zero navigation - Single click on last sale icon launches last trade charts - Rollover Level II icon creates LII window menu. OnClick poulates chosen Level II window- Single click on module tabs changes focus
Right click (menu options)- Delete (Remove row)------------------------ Buy (populate ROE)- Sell (populate ROE)------------------------ Big Chart- Island Bookviewer- Last Sale------------------------ Level Two - Window 1 - Window 2 - Window 3-----------------------Save Column OrderSettings
Sean Patrick Coon 4/29/02
Symbol Bid Ask Last High Low Change %Change Quote Trend Trade Trend '00's Volume Alert
Welcome to Datek's Streamer Quotes
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
B S+ Add LII 12 3
Settings- "Stock Lists" - same- "Alerts" - same- 13 column max (11 when Options field activate [in QA])- Remove "Display" and "View"
AAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 AlertAAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14% 1 x 2 3,234,674 Alert
Cockpit ApplicationNews Component Schematic
In Focus: Actives states The News component will work the same as it presently does
Settings- Remove "Display" and "View"- Remove "Headlines," make Default text color white- Keep "Custom Colors"- Add "Alerts" - Choose stock lists to make the "News" tab flash when new headlines come in and the news applet is not the locus of attention
Right click- none
Sean Patrick Coon 4/29/02
Note Time Source Headline
Headlines received: 0
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
ALL NEWS
New Settings X
Custom Colors Alerts
Choose which stock lists will alert you by flashing the News i
All News
Hot News
--------------------
Technology
Medical
Retail
Save Changes
Close
Symbol
Size MMID AskSize MMID Bid
Last: High: Low:
Volume:
Last updated: 12:54:04
Size MMID BidSize MMID Bid
CSCO -1.02Last: 24.451 High: 25.432 Low: 23.546
Volume: 3,456,275
(71 more) (55 more)
Last updated: 12:54:04
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
Symbol
Size MMID AskSize MMID Bid
MSFT -1.02Last: 24.451 High: 25.432 Low: 23.546
Volume: 3,456,275
(71 more) (55 more)
Last updated: 12:54:04
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
Symbol
Size MMID AskSize MMID Bid
MSFT -1.02Last: 24.451 High: 25.432 Low: 23.546
Volume: 3,456,275
(71 more) (55 more)
Last updated: 12:54:04
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.35
10 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3510 TRAC 24.3524.4 24.45 24.5
500 -
Symbol
Cockpit ApplicationLevel II Component Schematics/States
Out of Focus: Empty state
- No symbol- No stock information- Toned down colors
Left click- Go to In Focus: Empty state
Right click- Go to In Focus: Empty state
In Focus: Empty state
- No symbol- No stock information- Stronger colors
Left click- Enter stock symbol
Right click- N/A
Out of Focus: Symbol entered state
- Symbol (red or green representing current daily status)- Stock information- Toned down colors- Island/Chart/Last Trade icon buttons
Left click- Go to In Focus: Symbol entered state
Right click- Go to In Focus: Symbol entered state
In Focus: Symbol entered state
- Symbol (red or green representing current daily status)- Stock information- Stronger colors- Island/Chart/Last Trade icon buttons active
Left click- Enter stock symbol- Single click on buy/sell row populates order entry (specific MMID placed only if user is Datek Direct enabled)- Single click on Island icon launches javascript popup w/ fixed window & zero navigation- Single click on chart icon launches Level II chart- Single click on last sale icon launches last trade charts- Single click of up arrow, size distribution chart slides up
Right click (menu options)- Big Chart- Saily Activity--------------------------- Settings
In Focus: Size distribution chart state
- Size distribution chart is in focus, yet all functionality is still available- On exiting focus, chart remains in focus
Left click- Enter stock symbol- Single click on buy/sell row populates order entry (specific MMID placed only if user is Datek Direct enabled)- Single click on Island icon launches javascript popup w/ fixed window & zero navigation- Single click on chart icon launches Level II chart- Single click on last saleicon launches last trade charts- Single click of down arrow, chart slides down
Right click (menu options)- Big Chart- Daily Activity--------------------------- Settings
Size MMID AskSize MMID Bid
Last: High: Low:
Volume:
Last updated: 12:54:04
Symbol
Sean Patrick Coon 4/29/02
Color palette
The majority of the application will exist in a grayscale palette. Exceptions to this palette will occur within areas that contain changing information (i.e. change in stock price, Level II bid/ask prices, etc.)
Branding/Indices bar
Buying power bar
Application background
Tabs/Toolbar
Field Categories
Fields
AppletBase
COCKPIT
RGB: 51, 51, 51
RGB: 227, 227, 235
RGB: 65, 65, 65
RGB: 65, 65, 65 RGB: 153, 153, 153
RGB: 102, 102, 102
RGB: 102, 102, 102
RGB: 153, 153, 153
RGB: 51, 51, 51
SBP: XXXXXXXX DTBP: XXXXXXXX Account Value: $12,769.23
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
Symbol Bid Ask Last High Low Change %Change Quote Trend
Cockpit Style Guide
AAPL 22.45 23.15 22.55 25.35 21.24 +0.56 +2.14%
Welcome to Datek's Streamer Quotes
Cockpit Style Guide
Level II Palette
Open orders
Fonts
Arial Regular, 11pt- Buying power (Bold for title, Regular for balance)- Tabs (Bold for InFocus)- ROE Copy- Field categories
Arial Regular, 10pt- Indices (Bold for index and change, Regular for price)- Time stamp- Tabs (Regular OutFocus)- Fields
Top price
Second price
Third price
Fourth price
Fifth price
Remaining prices/Background color
Volume/Category header/"more" areas
Symbol area
Welcome to Datek's Streamer Quotes
LEVEL I QUOTES OPEN ORDERS NEWSPORTFOLIO
Entered Buy/Sell Qty Stock Price Type 03/24/2002 Buy 200 AAPL 24.55 Limit
03/24/2002 Buy 800 AAPL 24.55 Limit
03/24/2002 Buy 200 AAPL 24.55 Limit
03/24/2002 Buy 200 AAPL 18.00 Limit
03/24/2002 Sell 500 AAPL 24.55 Limit
03/24/2002 Buy 200 AAPL 24.55 Limit
03/24/2002 Buy AAPL Limit
03/24/2002 Buy 200 AAPL 24.55 Limit
Cancel/Replace UndoAll Cancel 1 Order/ Replace 2 Orders PASSWORD GO
Replace:RGB: 200, 230, 230
Cancel:RGB: 206, 206, 154