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台股記帳本

台股記帳本

By Shaowen Lu

台股記帳本 is a finance app for Taiwanese investors to track stock transactions and calculate investment performance on iOS and Android.

The App DNA

What makes this app unique?

Users hire this app to handle the specific, complex tax and fee structures of the Taiwan stock market that generic international trackers ignore, ensuring accurate profit reporting.

For Taiwanese stock market investors requiring detailed transaction logging, tax calculation, and portfolio performance analysis.

Key features

Automated Tax and Fee Calculationedge

Calculates transaction costs including brokerage fees, securities transaction taxes, and loan interest

Advanced Performance Metricsedge

Calculates XIRR and provides pre-sale profit/loss simulation

Multi-Account Managementstandard

Supports tracking and merging performance data across multiple investment accounts

How much does it cost?

freemiumFree tier with basic tracking and manual cloud backupPremium subscription for advanced analytics, ad-free experience, and automated features

Freemium model gates advanced analytical tools like XIRR and automated features behind a subscription to monetize power users.

Velocity

Maintenance developmentUX improvementsnew contentShow more...

The app currently ships at a maintenance-level cadence, with only two releases identified over the past week across different platforms. Development is focused on functional utility, specifically financial data imports and visualization enhancements. There is no evidence of a high-frequency release cycle or live-ops strategy. The current pace suggests a stable, feature-driven maintenance model rather than rapid iteration.

See all version history

Who built it?

Shaowen Lu

5 apps tracked · Finance

iQuery - 基金淨值查詢iQuery - 基金淨值查詢AccountingBook - MyAsset LT V2AccountingBook - MyAsset LT V2美股記帳本美股記帳本Accounting Book - MyAsset V2Accounting Book - MyAsset V2
Explore the full publisher profile

User Sentiment

What do users think recently?

How are ratings & reviews evolving?

App Store
4.50 · 4
Google Play
0.00 · 0

Not enough recent reviews to extract reliable themes yet.

Read the full review analysis

Competition

Competitive landscape for 台股記帳本

How's the Finance market?

The app maintains a 4.5 rating on iOS, signaling strong utility for its core niche, though the lack of Android rating data suggests a fragmented platform presence.

Read the market outlook

The rivals identified

Unlock the deeper market read.

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The Analyst's Read

Key takeaways for 台股記帳本

Where is it heading?

The market for personal finance tools is shifting toward automated, real-time data synchronization. The app's current manual-entry model leaves it exposed to churn as users migrate to platforms that eliminate the logging friction.

  • The app maintains a stable update cadence, focusing on tax-logic accuracy rather than aggressive feature expansion.
  • The absence of automated data feeds forces manual entry, which limits the app's ability to compete with modern, API-integrated finance platforms.

The SWOT

Core Strengths
  • Specialized local-market tax logic enables precise profit/loss reporting for Taiwanese retail investors
Critical Frictions 1 weakness inside
Growth Levers
  • Integration with local brokerage APIs would remove the manual logging bottleneck
Market Threats 1 threat identified

Next best moves

1 Invest

Integrate local brokerage APIs because manual entry is the primary churn risk → increase daily active usage.

The counter-intuitive read

The app's reliance on manual entry is not…

Read the full take

Feature gaps

Real-time brokerage API synchronization (available in modern fintech apps but absent here) +1

Since the last report: The report reflects a strategic pivot in competitive benchmarking and a clearer identification of manual entry as a primary churn risk.

Bottom line

The app wins on local tax precision, but the manual entry requirement limits its long-term retention, so the PM should prioritize brokerage API integration to remain competitive.

Unlock 1 critical friction, 1 market threat and the analyst’s take.

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Report last updated

Disclosure: Independent intel to help mobile builders succeed.

AI-powered analysis with automated quality gates, built from publicly available sources. Marlvel.ai is not affiliated with, endorsed by, or sponsored by 台股記帳本, its developer, the app publisher, Apple, or Google Play. All trademarks, logos, and screenshots referenced remain the property of their respective owners.

What's new

The report reflects a strategic pivot in competitive benchmarking and a clearer identification of manual entry as a primary churn risk.

shifted

SWOT Analysis Re-alignment

shifted

Competitive Landscape Overhaul

added

Home-screen Widget Gap

Cite this report

Marlvel.ai. “台股記帳本 Intelligence Report.” Updated May 12, 2026. https://marlvel.ai/apps/tw-idv-lusoft-istocks

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