投資先生

投資先生 delivers comprehensive market data for Taiwan stocks, international equities, funds, bonds, futures, and options—all through an intuitive interface designed for both novice and experienced investors.

Access real-time pricing, technical analysis, institutional investor flows, and market sentiment in one app. The platform integrates over ten data types per stock, including revenue performance, after-hours information, and related ETF constituents. Watch financial news programs directly while managing your portfolio, or learn investment fundamentals through comic-strip tutorials that break down market concepts, trading processes, and risk assessment.

Stock selection becomes straightforward with six distinct methods: Bull/Bear Selection highlights momentum plays, Theme Selection groups stocks by sector or narrative, Indicator Selection filters by technical criteria, K-line Selection identifies chart patterns visually, Hot Stock Selection surfaces trending names, and Strategy Selection applies quantitative models. Advanced filters allow cross-comparison to narrow results to your preferences. Expert tools include quantitative analysis, fund flow tracking, and revenue focus screens.

Manage orders with speed and clarity. The order interface displays five price levels, intraday trends, and live inventory data side by side—click a stock name to review details, click the price to trade. Conditional orders (both securities and futures) let you set triggers without constant monitoring. Monitor positions through profit-and-loss pie charts and position barometers that visualize your portfolio at a glance.

Regular investment programs automate wealth building: set fixed or variable amounts for Taiwan stocks, US equities, or funds based on net asset value or index performance. Dividend reinvestment works with one click—automatically channel payouts back into stocks, ETFs, or funds with ratio control and estimated calculations built in.

Bond trading brings yield calculations that instantly project returns based on your investment size. Overseas bond selection covers popular instruments for income-focused portfolios.

Account setup and administration happen online. Open securities or international trading accounts in one step; add futures, stock lending, or two-way securities lending later without paperwork. Document signing, monthly statements, shareholder voting, and deposit management are all available in the app.

Asset consolidation ties together your full Yuanta Financial Holdings portfolio—securities accounts, bank deposits, insurance, futures, and investment trusts—through unified Fast ID verification and data sharing. One dashboard shows all holdings across subsidiaries.

New users explore market information without login. Registered users customize homepage shortcuts to their most-used functions, streamlining daily workflow. Download 投資先生 to simplify your investment decisions with professional-grade data and beginner-friendly design.