A transaction record and holdings management app designed specifically for stock investors, supporting both Taiwan and US stocks. It helps you easily organize investment data and track costs and profits/losses.
**Accounting and Analysis**
- Supports transaction records for buys, sells, dividends, rights issues, splits, and capital reductions.
- Automatically calculates holding costs, market value, realized and unrealized profits/losses.
- Supports multiple accounts, transaction notes, and management of both Taiwan and US stocks.
- Provides real-time stock prices, the Taiwan Weighted Index, ex-dividend/rights queries, and quick access via Yahoo Finance.
- Supports historical profit/loss charts and various rate of return calculations to understand investment performance.
- Allows drag-and-drop adjustment of holding order, as well as sorting and merging holding lists by different columns.
**Import and Backup**
- Supports CSV import and export for easy saving or transfer of transaction data.
- Supports importing inventory from the "Taiwan Depository & Clearing Corporation E-Passbook" PDF.
- Supports local backup and Google Drive cloud backup and restore.
- Backs up your holdings, transactions, account information, and holdings sorting data; quick recovery is available even when switching devices.
Personalized Settings
- Supports light, dark, and AMOLED all-black themes.
- Adjustable app text size.
- Key data is stored locally on your device; cloud backup is optional.
Simplify your investment records and stay on top of your holdings and investment results anytime.
Stock Bookkeeping and Shareholding Management