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 Taiwan, US, Japan, Hong Kong, and more

4. Asset Overview — Stock assets are included alongside other accounts in the overall asset summary

User Guide

Create a Stock AccountAdd a HoldingRecord a Transaction (Buy / Sell / Dividend)Unlock the Feature

FAQ

Are stock prices updated automatically?