> For the complete documentation index, see [llms.txt](https://stock-manual.swalloworkstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://stock-manual.swalloworkstudio.com/readme.md).

# Stock Asset Management — User Guide

> Supported version: 8.0 and above

Key features of Stock Asset Management:

1. Position Management — Record buy, sell, and dividend transactions to easily track each holding
2. Profit & Loss Report — Automatically calculate unrealized P\&L and return rate, with detailed realized P\&L reports
3. Automatic Price Updates — Fetch the latest market prices automatically after each market close. Supports US, Japan, Hong Kong, Taiwan, Koean stocks, etc.
4. Asset Overview — Stock assets are included alongside other accounts in the overall asset summary

   <div align="left"><figure><img src="/files/8dHv98RCrninFj0wCtQx" alt="" width="375"><figcaption></figcaption></figure></div>

## User Guide

{% content-ref url="/pages/zWJCWykSJkMWXv2XCdrk" %}
[Create a Stock Account](/guides/create-stock-account.md)
{% endcontent-ref %}

{% content-ref url="/pages/CAFdjUlN3UqsQJH11fJV" %}
[Add a Holding](/guides/add-stock-position.md)
{% endcontent-ref %}

{% content-ref url="/pages/GksYw2HlioIDm7b7ufgd" %}
[Record a Transaction (Buy / Sell / Dividend)](/guides/record-transactions.md)
{% endcontent-ref %}

{% content-ref url="/pages/sgSLcUqTts8Lf1U4TKTl" %}
[Unlock the Feature](/guides/unlock-features.md)
{% endcontent-ref %}

### FAQ

{% content-ref url="/pages/NKfI6WTmops2mRizo9Mg" %}
[Are stock prices updated automatically?](/faq/auto-update-stock-price.md)
{% endcontent-ref %}


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