AssetTrack · 資產追蹤

Account

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LV.—

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Achievements—

Literacy—

Allocation

Net Worth TWD

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Stocks—

Cash—

Total P&L—

Return—

Cost basis—

Asset Growth

Performance

Annualized (XIRR≈)—

Max Drawdown—

Effective Leverage—

Volatility (ann.)—

vs 0050 (same period)—

Holdings

Ticker	Shares	Avg	Price	Value	Day	Return

日常操作

Buy / Sell

股票代號（可直接打新代號）

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股數

價格

計入手續費 0.1425% + 證交稅（ETF 0.1%/個股 0.3%）同時連動現金（買扣款 / 賣入帳）

Cash Adjustment

金額（收入填正、支出填負）備註

資產項目

Funds

Mutual funds valued daily from official NAV (T+1). Foreign funds converted to TWD by exchange rate.

Liabilities

Loans (mortgage, car, credit…). Monthly payment is auto-computed by amortization; balance decreases over time.

Rebalance Radar

Set target weights. Total must equal 100%.

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⚠ 你的持股幾乎都是台灣科技 beta（0050 本身台積電權重高，加上元太／日月光／正2／國巨），實質集中在台股科技與台積電曝險。此為固定風險提醒，非即時成分股計算。

Daily Report

Morning brief 08:30 · Post-market 18:00. Not investment advice. Tap a date for history.

Morning Brief Jump to Post-Market ↓

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Post-Market

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Economics & Investing Course

今日課程 · 歷史回顧

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Financial Freedom

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Discipline Path

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紀律分 · 成就 · 等級進度

六大能力

能力概覽

紀律 · 學習 · 風控 · 從容

Investing Literacy

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答對率 · 單元覆蓋 · 複習進度

學習地圖

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錯題複習

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