> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/zh-cn/tou-zi-yu-shi-chang/investment.md).

# 投资

## 记录投资

1. 点击右下角记账按钮。
2. 点击右上角当前账单类型，选择 **投资**。
3. 选择市场和操作，填写数量、单价、账户、账本及日期。
4. 点击数字键盘右下角按钮保存。

| 操作     | 记录结果              |
| ------ | ----------------- |
| **买入** | 增加持仓数量和成本，并扣减付款账户 |
| **卖出** | 减少持仓，并把所得金额记入收款账户 |
| **分红** | 记录市场产生的现金分红       |
| **股息** | 记录市场产生的股息收入       |

## 使用投资页面

投资页面顶部可以切换以下内容：

| 分段     | 显示内容                      |
| ------ | ------------------------- |
| **市场** | 按市场分组显示全部未归档市场及持仓         |
| **统计** | 查看市值、持仓成本、未实现收益、收益构成和收益日历 |
| **账单** | 查看买入、卖出、分红和股息等投资账单        |

市场分段中，有持仓的行显示数量、成本、市值和收益；没有持仓的行显示当前市场价格。点击任一市场行进入市场统计，查看价格、持仓、收益和相关投资账单。

点击右上角 **管理**可以进入市场管理页。新增、编辑、归档和删除市场的操作请查看[市场](/zh-cn/tou-zi-yu-shi-chang/market.md)。

## 账本与货币

投资账单属于所选账本，并使用所选账户产生余额变化。投资统计会按账本范围筛选，并将不同币种按当前统计货币换算显示。

{% hint style="info" %}
市场价格变化会影响当前市值和未实现收益，但不会改写已经保存的买入、卖出和其它投资账单。
{% endhint %}


---

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