元大基金先生

元大投信

About this app

[Account Inventory Management]
Quickly and accurately view your fund inventory with comprehensive information, including reference market value, reference profit and loss, total investment amount, and the number of units held and investment returns for each fund. Trust the Yuanta Mr. Fund app for inventory management.

[Historical Detail Inquiry]
Instantly track your fund account transaction history, clearly tracking every transaction, including completed and pending, and its current status. Additionally, your dividend distribution details are displayed at a glance. The Yuanta Mr. Fund app also exclusively allows investors who have participated in Yuanta ETF dividends to view their past dividend history directly within the app, helping investors better understand their investment status and asset allocation.

[Search for Popular Funds and ETFs]
Enter keywords or select search criteria to quickly find the product information you're looking for. The Yuanta Mr. Fund app provides important information, including the latest net asset value, performance, holdings, investment regions, and industry allocations for funds and ETFs. You can also compare funds and ETFs to quickly find your ideal fund.

[Easy Fund Purchase]
In just three simple steps, easily complete fund transactions, including single subscriptions, regular installments, buybacks, and transfers. In addition to offering occasional fee-free promotions, you can flexibly change the deduction date and amount. Advanced settings, such as automatic addition and subtraction and profit-and-loss exits, allow the Yuanta Mr. Fund app to automatically adjust your investment portfolio based on market conditions, making investment management simpler.

[Personalized Service]
The Yuanta Mr. Fund app offers personalized services, including real-time information push notifications that investors care about, such as basic information modifications, fund statement delivery, successful transaction returns, and net asset value (NAV) price notifications, allowing you to stay informed about fund trends. It also features market trend research reports and video services, providing access to popular investment topics and selected investment targets, fully meeting your fund management needs.


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The personal information collected by our company includes, but is not limited to, name, ID number, date of birth, address, phone number, email address, user ID, password, and other necessary information. In addition, the Company may also retain server-generated records of your browsing or inquiries, including but not limited to the IP address of your connecting device, the browser used, usage time, and browsing and click history.

For more details on the Company's data collection, storage, and protection of personal information, please read the Yuanta Financial Holdings Co., Ltd. and Subsidiaries Privacy Statement.

By downloading and using this application, you are deemed to have read, understood, and agreed to the Company's Privacy Statement and the relevant information above.

[To ensure the best user experience, we recommend that you upgrade your operating system to the latest version and install genuine antivirus software on your mobile device for enhanced security.]

What’s new

歡迎使用元大基金先生App 1.25.3

此次版本更新內容如下：
【功能優化】修正部份程式與操作問題，提升App的用戶體驗。

立刻下載/更新元大基金先生App，體驗全方位的個人化服務！