> 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-tw/tou-zi-yu-shi-chang/investment.md).

# 投資

## 記錄投資

1. 點一下右下角記帳按鈕。
2. 點一下右上角目前帳單類型，選擇 **投資**。
3. 選擇市場和操作，填寫數量、單價、帳戶、帳本及日期。
4. 點一下數字鍵盤右下角按鈕儲存。

| 操作     | 記錄結果                |
| ------ | ------------------- |
| **買入** | 增加持倉數量和成本，並扣除付款帳戶餘額 |
| **賣出** | 減少持倉，並將所得金額記入收款帳戶   |
| **分紅** | 記錄市場產生的現金分紅         |
| **股利** | 記錄市場產生的股利收入         |

## 使用投資頁面

投資頁面頂部可以切換以下內容：

| 分段     | 顯示內容                      |
| ------ | ------------------------- |
| **市場** | 依市場分組顯示全部未封存市場及持倉         |
| **統計** | 查看市值、持倉成本、未實現收益、收益組成和收益日曆 |
| **帳單** | 查看買入、賣出、分紅和股利等投資帳單        |

市場分段中，有持倉的資料列會顯示數量、成本、市值和收益；沒有持倉的資料列會顯示目前市場價格。點一下任一市場資料列進入市場統計，查看價格、持倉、收益和相關投資帳單。

點一下右上角 **管理**可以進入市場管理頁。新增、編輯、封存和刪除市場的操作請查看[市場](/zh-tw/tou-zi-yu-shi-chang/market.md)。

## 帳本與幣別

投資帳單屬於所選帳本，並使用所選帳戶產生餘額變動。投資統計會依帳本範圍篩選，並將不同幣別依目前統計幣別換算顯示。

{% hint style="info" %}
市場價格變動會影響目前市值和未實現收益，但不會改寫已經儲存的買入、賣出和其他投資帳單。
{% endhint %}


---

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