Report updated May 12, 2026
台股記帳本
For taiwanese stock market investors requiring detailed transaction logging, tax calculation, and portfolio performance analysis.
台股記帳本 is an established finance app that is free with in-app purchases. With a 4.5/5 rating from 4 reviews, it shows polarized user reception.
What is 台股記帳本?
台股記帳本 is a finance app for Taiwanese investors to track stock transactions and calculate investment performance on iOS and Android.
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.
Current Momentum
v2.2 · 1w ago
Maintenance- Last major update May 2026.
- Maintains consistent local tax logic updates.
Active Nemesis
Fragmented niche
No dominant direct rival identified yet — see Other Rivals below.
Other Rivals
7-Day Rank Pulse 🇺🇸
FinanceNo ranking data
Rating Pulse 🇺🇸
What makes this app unique?
Loading...
What Are The Key Features?
Calculates transaction costs including brokerage fees, securities transaction taxes, and loan interest
Calculates XIRR and provides pre-sale profit/loss simulation
Supports tracking and merging performance data across multiple investment accounts
How much does it cost?
- Free tier with basic tracking and manual cloud backup
- Premium 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.
Who Built It?
Enrichment in progress
Publisher profile available very soon
What other apps does Shaowen Lu make?
What do users think recently?
Analysis in progress, available soon
View the full user-sentiment analysis
Mood gauge, ratings & review-volume history, every praise / complaint / request, and sentiment over time.
What is the competitive landscape for 台股記帳本?
Where is it available?
Localized markets (1)
How's The Finance Market?
How does it evolve in 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.
Rank progression
2 active rankings tracked — 30-day window
Which niche is 台股記帳本 in?
to track stock investment performance and profit
Explore the full Investing Loggers niche
Every app in this space — 2 tracked, the niche's live rankings, and Marlvel's editorial take on the job-to-be-done.
The rivals identified
Same space(4)
Both apps target users managing complex financial data, though Statrys focuses on business-grade multi-currency transfers rather than personal stock tracking.
Differentiators
- Provides professional multi-currency payment infrastructure which is absent from the target's stock-focused toolset.
- Offers business-centric transaction history tracking that caters to corporate users rather than retail investors.
This app competes for the attention of finance-focused users who require real-time market data and currency conversion tools.
Differentiators
- Features a dedicated offline mode for currency conversion, providing utility where the target requires connectivity.
- Includes multi-platform widgets for quick rate checks, whereas the target lacks home-screen data visualization.
Both platforms serve the investment community, though they operate in different asset classes—debt crowdfunding versus equity tracking.
Differentiators
- Integrates a specialized Sharia-compliant investment marketplace that differentiates it from general-purpose stock tracking tools.
- Utilizes a digital-only application flow for debt crowdfunding, creating a distinct user journey from manual logging.
This app overlaps with the target's utility by providing specialized calculators for trading risks and margin requirements.
Differentiators
- Focuses exclusively on trading risk and margin call calculations, providing deeper technical analysis than the target.
- Supports multi-asset trading calculations, whereas the target is strictly optimized for the Taiwan stock market.
New entrants(2)
This newcomer targets the same personal finance audience by optimizing credit card rewards and spending perks.
Differentiators
- Automates credit card offer discovery, providing a passive value-add that the target's manual entry model lacks.
Moneko competes for the user's daily financial management time by offering broader budget tracking and reporting features.
Differentiators
- Employs smart budget planning algorithms to help users manage daily cash flow beyond just investment tracking.
Compare 台股記帳本 against every rival
All rivals in one side-by-side table — identity, store metrics, ratings & sentiment, and strategic intel — plus a head-to-head page for each.
The outtake for 台股記帳本
Strengths to defend, gaps to attack
Core Strengths
- Specialized local-market tax logic enables precise profit/loss reporting for Taiwanese retail investors
Critical Frictions
- Manual data entry requirement creates a high friction barrier for daily active usage
Growth Levers
- Integration with local brokerage APIs would remove the manual logging bottleneck
Market Threats
- Fintech entrants with automated data synchronization capabilities directly undermine manual logging tools
What are the next best moves?
Integrate local brokerage APIs because manual entry is the primary churn risk → increase daily active usage.
Manual logging is a high friction barrier that prevents scaling against automated competitors.
Trade-off: Pause the development of new chart visualization types — API connectivity has a higher retention impact.
A counter-intuitive read
The app's reliance on manual entry is not just a weakness but a moat, as it forces users to engage deeply with their investment costs, creating higher switching costs than automated tools.
Feature Gaps vs Competitors
- Real-time brokerage API synchronization (available in modern fintech apps but absent here)
- Home-screen widgets for quick portfolio checks (available in Currency Rates Converter Live but absent here)
Key Takeaways
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.
Where Is It Heading?
Stable
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.