Device, method, and computer program product for displaying total profit and loss of tagged owned shares

Abstract

An apparatus, method, and computer program product for tag-based inventory stock allocation. The method includes: establishing a connection with a central server and receiving an inventory stock list; generating an inventory stock view containing a column of inventory stock tags, the column including all tags and a first custom tag; receiving a tag selection instruction generated by the first custom tag and reading the custom tag inventory stock list; calculating a second total profit and loss and / or a second total rate of return corresponding to the first custom tag based on the custom tag inventory stock list; and displaying the second total profit and loss and / or the second total rate of return corresponding to the first custom tag in the inventory stock view. This invention allows users to allocate inventory stocks according to their needs and assign them to different custom tags, clearly understanding the total profit and loss and total rate of return of the inventory stock portfolio corresponding to each custom tag.

Claims

1. A tag-type inventory ledger device, the device comprising: a communication module for establishing an Internet connection; and a login verification module for receiving an account and a password or a biometric feature corresponding to the account and the password and uploading them to a server for login verification. A stock inventory view module is used to establish a connection with a middleware server, receive a stock inventory list, and store it in memory. The stock inventory list contains a plurality of stocks and their corresponding cost prices. It also connects to a quotation server or the middleware server to receive the market price corresponding to one of the stocks. A stock inventory view is generated and displayed on a screen. The stock inventory view includes a stock inventory label column, which contains an "All" label and a first custom label. The "All" label corresponds to all the stocks. Based on the market price and cost price corresponding to one of the stocks, a stock profit / loss and / or a stock return rate are calculated. Based on all the stocks corresponding to the "All" label and their respective market prices and cost prices, a first total market capitalization and a first total cost price are calculated. Based on the first total market capitalization and the first total cost price, a first total profit / loss and / or a first total return rate are calculated. The first custom label is based on the stock inventory list corresponding to a custom label. One or more of the inventory stocks receive a tag selection instruction generated by all the tags to display the first total market value, the first total profit and loss and / or the first total rate of return, and the individual stock profit and loss and / or the individual stock rate of return corresponding to each of the inventory stocks in the inventory stock view. After receiving the tag selection instruction generated by the first custom tag, the custom tag inventory stock list is read and a second total market value and a second total cost price are calculated based on one or more of the inventory stocks corresponding to the first custom tag and their respective market price and cost price. A second total profit and loss and / or a second total rate of return are calculated based on the second total market value and the second total cost price. The second total market value, the second total profit and loss and / or the second total rate of return, and the individual stock profit and loss and / or the individual stock rate of return corresponding to one or more of the inventory stocks in the custom tag inventory stock list are displayed in the inventory stock view. When the custom tag inventory stock list is empty, a custom tag module is driven to generate a custom tag setting view. The custom label module generates the custom label setting view, which includes a selection element corresponding to each of the inventory stocks. It receives a product selection instruction generated by the selection element and stores one or more of the selected inventory stocks into the custom label inventory stock list. The memory stores an application, the inventory stock list, the custom label inventory stock list, and the cost price and market price corresponding to each of the inventory stocks. The application includes the login verification module, the inventory stock view module, and the custom label module. The screen displays the graphical user interface of the application. One or more processors are connected to the memory and the screen and execute the application.

2. The device for a tag-based treasury stock ledger as described in claim 1, wherein the treasury stock view module further comprises: reading a preset selection tag in the memory, the preset selection tag of the treasury stock tag column being all the tags, and the treasury stock view displaying the individual stock profit and loss and / or the individual stock return rate, the first total market value, the first total profit and loss and / or the first total return rate of all the treasury stocks.

3. The device for a tag-based treasury stock ledger as described in claim 1, wherein the treasury stock view module further comprises: reading a preset selection tag in the memory, wherein the preset selection tag in the treasury stock tag column is the previously selected first custom tag, and the treasury stock view presents the individual stock profit and loss and / or the individual stock return rate, the second total market value, the second total profit and loss and / or the second total return rate of one or more treasury stocks corresponding to the first custom tag.

4. The device for a tag-based inventory stock ledger as described in claim 1, wherein the inventory stock view module further comprises: when the first custom tag is selected in the inventory stock tag column of the inventory stock view, the inventory stock view displays an edit custom button to drive the custom tag module to generate the custom tag setting view for setting one or more of the inventory stocks corresponding to the first custom tag.

5. The device for a tag-based inventory ledger as described in claim 1, wherein the inventory tag column includes a second custom tag, the second custom tag corresponding to one or more of the inventory stocks based on the custom tag inventory stock list, and the inventory stock view module further includes: calculating a third total market value and a third total cost price based on the one or more inventory stocks corresponding to the second custom tag and their respective market price and cost price; calculating a third total profit or loss and / or a third total rate of return based on the third total market value and the third total cost price; and receiving a tag selection instruction generated by the second custom tag to display the third total market value, the third total profit or loss and / or the third total rate of return, and the individual profit or loss and / or the individual rate of return corresponding to each of the one or more inventory stocks in the custom tag inventory stock list in the inventory stock view.

6. The tag-type treasury stock ledger as described in claim 5, wherein the first custom tag and the second custom tag in the custom tag treasury stock list may contain one of the same treasury stocks.

7. A method for tabulated inventory stock accounting, applied to a client device, the client device including a communication module, a memory, and a screen, the method comprising: establishing a connection with a server and performing login verification; establishing a connection with a middleware server and receiving and storing a list of inventory stocks in the memory, the list of inventory stocks including a plurality of inventory stocks and a corresponding cost price for each; connecting with a quotation server or the middleware server and receiving a market price corresponding to each of the inventory stocks; generating an inventory stock view and displaying it on the screen, the inventory stock view including an inventory stock label column, the inventory stock label column including an all label and a first custom label, the all label corresponding to all of the inventory stocks; receiving a label selection instruction generated by the all label; calculating a stock profit or loss and / or a stock return rate based on the market price and the cost price corresponding to one of the inventory stocks; calculating a first total market value and a first total cost price based on all the inventory stocks corresponding to the all label and their corresponding market prices and cost prices; Calculate a first total profit or loss and / or a first total rate of return based on the first total market capitalization and the first total cost price; display the first total market capitalization, the first total profit or loss and / or the first total rate of return, and the individual stock profit or loss and / or the individual stock rate of return corresponding to each of the treasury stocks in the treasury stock view; receive a tag selection instruction generated by the first custom tag, the first custom tag being based on a custom tag treasury stock list corresponding to one or more of the treasury stocks; calculate a second total market capitalization and a second total cost price based on the one or more treasury stocks corresponding to the first custom tag and their respective market price and cost price; calculate a second total profit or loss and / or a second total rate of return based on the second total market capitalization and the second total cost price; display the second total market capitalization, the second total profit or loss and / or the second total rate of return, and the individual stock profit or loss and / or the individual stock rate of return corresponding to each of the one or more treasury stocks in the custom tag treasury stock list in the treasury stock view; When the custom label stock list is empty, a custom label setting view is generated, which includes a selection element corresponding to each of the stock items; and a product selection instruction generated by the selection element is received to store one or more of the selected stock items into the custom label stock list.

8. The method of tabbed treasury stock ledger as described in claim 7, further comprising: reading a preset selection tab in the memory, wherein the preset selection tab of the treasury stock tab column is all the tabs, and the treasury stock view presents the individual stock profit and loss and / or the individual stock return rate, the first total market value, the first total profit and loss and / or the first total return rate of all the treasury stocks.

9. The method of tag-based treasury stock ledger as described in claim 7, further comprising: reading a preset selection tag from the memory, wherein the preset selection tag of the treasury stock tag column is the previously selected first custom tag, and the treasury stock view presents the individual stock profit and loss and / or the individual stock return rate, the second total market value, the second total profit and loss and / or the second total return rate of one or more treasury stocks corresponding to the first custom tag.

10. The method of tabbed inventory management as described in claim 7, further comprising: when the first custom label is selected in the inventory label column of the inventory view, the inventory view displays an edit custom button to generate the custom label settings view for setting one or more of the inventory stocks corresponding to the first custom label.

11. The method for tabulated treasury stock accounting as described in claim 7, wherein the treasury stock tab column includes a second custom tab, the second custom tab corresponding to one or more of the treasury stocks based on the custom tab treasury stock list, further comprising: calculating a third total market value and a third total cost price based on the one or more treasury stocks corresponding to the second custom tab and their respective market prices and cost prices; calculating a third total profit or loss and / or a third total rate of return based on the third total market value and the third total cost price; and receiving a tab selection instruction generated by the second custom tab to display the third total market value, the third total profit or loss and / or the third total rate of return, and the individual profit or loss and / or the individual rate of return corresponding to each of the one or more treasury stocks in the custom tab treasury stock list in the treasury stock view.

12. The method of tag-based treasury stock segregation as described in claim 11, wherein the first custom tag and the second custom tag in the custom tag treasury stock list may contain one of the same treasury stocks.

13. A computer program product installed on a mobile device having a processor, a memory and a screen, the computer program product being stored in the memory and running on the processor, wherein when the processor executes the computer program product, it implements a method for a tag-type inventory ledger according to any one of claims 7 to 12 above.

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