# TW投資帳本 -台股、期貨、美股、加密資產、損益即時更新

> Multi-asset investment tracker for Taiwanese investors, offering portfolio analysis and risk management. (iPhone/iPad app by WEN PANG WU.)

- Source: https://appshunter.io/ios/app/tw/id6755919084 (this page in markdown: same URL + `.md`)
- Developer: [WEN PANG WU](https://appshunter.io/developer/1814804224)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 4.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 15.0 · 41 MB
- Languages: Chinese (Traditional, Taiwan)
- Released: 2026-01-08
- Data updated: 2026-08-14
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/tw/id6755919084/reviews.md

## What is TW投資帳本?

TW投資帳本是為台灣投資人打造的多資產投資帳本，幫你把台股、期貨、美股、ETF、基金與加密資產整理在同一個地方。

它不只記錄買進賣出，也協助你看懂資產變化、損益來源、投資配置與風險狀態。無論你是長期投資、波段交易、質押操作、退休規劃，或同時管理多個帳戶，都能用更清楚的方式追蹤自己的投資全貌。

核心特色

投資總覽
快速查看總市值、本金、損益、報酬率與資產趨勢。首頁以儀表板方式呈現今日、本週、本月、今年與全期間表現，讓投資狀態一眼掌握。

多帳本管理
可以建立不同投資帳本，分開追蹤長期投資、短線交易、家庭帳戶、退休帳戶或不同策略，避免所有資料混在一起。

交易紀錄與損益追蹤
完整記錄買入、賣出、股利、費用稅金與交易明細，協助你掌握已實現損益、未實現損益、成本與資金流向。

投資月報與年報
自動整理投資報告，包含本期組合變化、報酬率、基準比較、持股貢獻與風險狀態。你可以用月報或年報回顧投資表現，而不是只看單日漲跌。

市場基準比較
將投資組合與 TAIEX、S&P 500、NASDAQ 等市場基準比較，幫助你判斷自己的配置是否真正跑贏市場。

股票質押與槓桿追蹤
內建質押與借款追蹤，可查看借款餘額、淨資產、維持率、槓桿倍數、每月利息與追繳風險，讓高風險操作更透明。

個股研究
輸入股票代號即可查看基本資料、估值指標、本益比、股價淨值比、現金殖利率、EPS 與本益比河流圖，研究股票時更有依據。

財經工具箱
內建股票質押計算器、投資組合比較、複利計算機、退休提領計算機、股票回測系統與蒙地卡羅模擬，從記帳、分析到試算都能在同一個 App 完成。

適合誰使用

想整理台股、美股、期貨或加密資產的投資人
想知道真實損益與報酬率的人
需要追蹤多個投資帳戶或策略的人
有股票質押、借款或槓桿部位的人
想用月報、年報回顧績效的人
想把交易紀錄、持股配置與財經工具集中管理的人

TW投資帳本不是投資建議工具，而是你的投資整理中心。

用更直覺的方式整理資產、看懂績效、檢查風險，讓每一次投資決策都有更清楚的依據。

## Key features

- Multi-asset tracking (stocks, futures, crypto)
- Portfolio overview and performance dashboard
- Multiple account and strategy management
- Detailed transaction and P/L tracking
- Investment reports (monthly/annual)
- Market benchmark comparison
- Stock pledge and leverage tracking
- Financial tools and calculators

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| 訂閱我們 | $1.99 | per month |



## Frequently asked questions about TW投資帳本

### What types of assets can I track with TW投資帳本?

TW投資帳本 allows you to track a wide range of assets including Taiwanese stocks, futures, US stocks, ETFs, funds, and cryptocurrency. It aims to consolidate all your investment data into a single, organized platform.

### Does TW投資帳本 offer investment advice?

No, TW投資帳本 is designed as an investment organization and analysis tool, not an investment advisory service. It helps you understand your existing investments and performance rather than suggesting new ones.

### How does TW投資帳本 help with risk management?

The app provides insights into your asset allocation and risk status. It also includes specific features for tracking stock pledges, loans, and leverage ratios, helping you monitor potential risks associated with high-risk operations.

### Can I compare my investment performance to market benchmarks?

Yes, TW投資帳本 allows you to compare your investment portfolio's performance against market benchmarks such as TAIEX, S&P 500, and NASDAQ. This helps you assess if your strategy is outperforming the broader market.

### What financial tools are included in TW投資帳本?

The app includes a financial toolbox with features like a stock pledge calculator, investment portfolio comparison tool, compound interest calculator, retirement withdrawal calculator, stock backtesting system, and Monte Carlo simulations.

### How are investment reports generated?

TW投資帳本 automatically generates investment reports, including monthly and annual summaries. These reports detail portfolio changes, returns, benchmark comparisons, stock contributions, and risk status, providing a comprehensive review of your investment performance.

### Does TW投資帳本 have ads?

Yes, TW投資帳本 contains advertisements. As a free app with in-app purchases, advertisements are part of its operational model.

### What is the subscription cost for TW投資帳本?

TW投資帳本 offers a subscription plan at $1.99 per month. This subscription likely unlocks premium features or removes ads, though specific details are not provided in the description.

## Version history (last 5 releases)

### 2.8.13 — 2026-08-10

優化穩定性

### 2.8.12 — 2026-08-05

修正美股即時市值與本週、本月、今年期間損益不同步的問題，並改善損益標示。

### 2.8.11 — 2026-08-03

修復相關 Bug

### 2.8.10 — 2026-08-02

修正股票分割Bug

### 2.8.8 — 2026-07-20

修復期貨Bug

## Apps similar to TW投資帳本

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Networth淨資產](https://appshunter.io/ios/app/networth/id6756923481) | — | Free | Finance |
| [Investing and Rebalancing](https://appshunter.io/ios/app/investing-and-rebalancing/id6759631692) | — | Free | Finance |
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| [美股記帳本](https://appshunter.io/ios/app/id6748304843) | — | Free | Finance |
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| [我的美股](https://appshunter.io/ios/app/id1641854675) | 3.0 (1) | Free | Finance |

## More apps by WEN PANG WU

- [運轉手帳本](https://appshunter.io/ios/app/id6746039315)

All apps by WEN PANG WU: https://appshunter.io/developer/1814804224

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-14.*