TW投資帳本 -台股、期貨、美股、加密資產、損益即時更新

About TW投資帳本 -台股、期貨、美股、加密資產、損益即時更新

TW Investment Ledger is an investment record and asset tracking tool designed for Taiwanese investors. It helps you centrally manage Taiwanese stocks, US stocks, and crypto assets, keeping track of total assets, profit and loss, transaction records, and investment trends.

Key Features

・Investment Ledger Management
Supports the creation of multiple ledgers to separately record different investment strategies, fund uses, or investment portfolios for family members.

・Taiwanese Stocks, US Stocks, and Crypto Asset Tracking
Records purchases, sales, inventory, and average cost, and views total assets and profit and loss in NTD. US stocks and crypto assets can be converted using currency, making cross-market asset comparisons easier.

・Profit and Loss and Asset Trends
View today's, this week's, this month's, this year's, and total profit and loss, and understand portfolio changes through asset trend charts.

・Transaction Records and Realized Profit and Loss
Saved every transaction, tracking buying and selling records, fees, taxes, realized profit and loss, and profit and loss rates.

・AI Investment Monthly and Annual Reports
Generates investment reports based on ledger data, including period returns, asset changes, stock holding contributions, risk warnings, and key points for future observation. • Individual Stock Research: Access basic stock information, P/E ratio charts, EPS, dividends, revenue, gross profit margin, operating profit margin, and net profit margin to assist in pre-investment research.

• Investment Tools: Built-in stock pledge calculator, portfolio comparison, compound interest calculator, retirement withdrawal calculator, stock backtesting system, and Monte Carlo simulation.

• Desktop Widgets: Supports widgets displaying asset, profit and loss, and holdings summaries, allowing you to quickly grasp your portfolio status.

Suitable for:

• Investors who want to organize their Taiwan stock, US stock, or cryptocurrency asset records.

• Individuals who want to track total assets, profit and loss, and transaction records.

• Individuals who want to uniformly review cross-market portfolios in Taiwan dollars.

• Individuals who want to regularly generate monthly, annual, and review investment reports.

• Individuals who want to use backtesting, compound interest, retirement withdrawal, or Monte Carlo simulation for investment planning.

Disclaimer:

This app provides investment record, data organization, calculation, and research assistance functions. The content is for reference only and does not constitute any investment advice, buy or sell recommendation, or profit guarantee. Investing involves risks, and users should make their own judgments and bear the consequences of their investment decisions.