Features 股積帳本 - 台股ETF投資交易記帳、存股長期績效追蹤
✨ Main functions- Real-time Taiwan stock price information: including listed OTC stocks and ETFs- Transaction records: record buying, selling and dividends, automatically calculate realized/unrealized gains and losses (including interest)- Performance tracking: daily/monthly/yearly return on investment, review your investment strategy- Shareholding distribution: optimize your asset allocation at any time1️⃣ New transactionSearch for all OTC stocks and ETFs listed on Taiwan stocks, automatically substitute the current stock price, and remember the discount for handling fees, saving a lot of input time.
After the input is completed, the trial calculation result will be displayed immediately, and the transaction price and transaction cost (handling fee, certificate payment tax) can be easily grasped.2️⃣ Transaction HistoryProvide concise data, including return on investment, realized/unrealized profit and loss, and present value of total assets.
Each transaction is also clearly listed, allowing you to grasp changes in holdings and funds.3️⃣ Performance trackingUse line charts and bar charts to track changes in net profit, total assets, and rate of return within a specific time period (such as this week, this year), and adjust investment strategies based on historical performance.4️⃣ Shareholding distributionDont put all your eggs in one basket.
Through the pie chart, understand the current asset allocation, and adjust the shareholding ratio in a timely manner to deal with unknown risks.
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