Moniit vs TW投資帳本－股票記帳・台股美股損益

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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。