Shiguang AI StudioDigital Products
Taiwan Stock Profit & Loss Tracker
Record every Taiwan stock trade on your own computer. It fetches current prices automatically, calculates commissions based on your broker's discount, and applies ETF tax rates. See at a glance what you've gained or lost, and export to Excel with one click.
Why You Need This Pack
Your broker app shows your holdings, but it's hard to answer a simple question: "How much have I actually made this year?"
You might be struggling with these:
"Calculating fees and taxes myself is a hassle." Discounts, minimum commissions, the 0.3% securities transaction tax on stocks, and the 0.1% on ETFs: every trade means reaching for a calculator.
"Once I sell a stock, it disappears from my holdings." Realized profit and loss is scattered across statements and can't be viewed alongside the stocks you still hold.
"When I build it myself in Excel, the formulas often break." You have to paste in current prices by hand and split costs for partial sales yourself. After a few months, it becomes a mess.
What this package solves
Record every trade in one table, and let the program do the rest. Current prices are fetched automatically, fees are calculated automatically, and profit and loss is totaled automatically. Your data stays only on your own computer.
Contents
1️⃣ Main program stock_tracker.py
- Enter a stock code to automatically display its Chinese name and current price (TWSE-listed, TPEx-listed, ETFs, and bond ETFs)
- Automatically calculates buy fees, sell fees, and securities transaction tax, with support for broker discounts and minimum fees
- Stocks are charged 0.3%, equity ETFs 0.1%, and bond ETFs are tax-exempt. The rate is determined automatically from the code.
- Realized profit/loss and return rate, unrealized profit/loss (net of estimated selling costs), and win rate
- Partial sales are supported. Cost is calculated proportionally by share count.
- Planned buy and sell price fields can be used as a watchlist
2️⃣ One-click Excel report export
Summary (realized, unrealized, win rate, holding cost) plus details (filterable, with frozen panes).
3️⃣ Double-click 開啟損益追蹤器.bat, and edit the settings file config.json
4️⃣ 使用說明.md (User Guide)
Covers installation, broker fee discount settings, six menu functions, how each calculation works, backup and use on multiple computers, and 8 troubleshooting tips.
Who It's For / Who It's Not For
30-second self-check: is this package right for you?
Check the boxes that apply to you.
✅ This package is for you if...
- You trade Taiwan stocks or ETFs and want to know exactly how much each trade gains or loses
- You often forget to deduct fees and transaction tax, so your calculated profit doesn't match your brokerage statement
- You want your data to stay on your own computer, not handed over to a third-party app
- You're willing to follow the instructions to install Python once (after that, double-clicking is all you need)
❌ This package is not for you if...
- You want someone to tell you what to buy. This is a bookkeeping tool. It does not offer stock picks or buy/sell advice.
- You need automatic sync with your broker's trade records. You enter each trade yourself.
- You mainly trade day trades, futures, or overseas securities through a Taiwan broker (複委託). This tool only calculates regular spot trades of Taiwan stocks.
- You only use a phone and don't have a computer.
FAQ
Do I need to apply for an account or API key?
No. Current prices come from real-time public information published by the Taiwan Stock Exchange, which the program reads directly.
Will my trade records be uploaded?
No. All records are saved in a CSV file on your computer. The program only queries stock prices from the Taiwan Stock Exchange. The source code is fully public, so you can check it yourself.
Are the fee calculations accurate?
Calculated under standard rules: trade amount × 0.1425% × your discount rate, with the minimum fee applied if the result is below the floor. Brokers round differently, so you may be off by NT$1 from your statement. Your brokerage statement is the official figure.
Does it work on Mac?
Yes, run python3 stock_tracker.py in a terminal. The double-click .bat file is for Windows only.
Can I use the same records on two computers?
Yes. Put the folder in your cloud drive's sync folder. The user guide explains what to watch out for.
What file format is it?
One zip file containing the Python source code, config file, Windows double-click file, and two Markdown guides. All files can be opened in Notepad.
Can I modify the code and use it for work?
You may modify the code freely for personal use and internal use within your own team. Please don't resell it, share the download link, or modify it to sell as your own product.
Is this investment advice?
No. This tool is for organizing information and learning only. It is not investment advice. Data may be delayed or inaccurate. Make your own investment decisions and bear the risk. It is a bookkeeping tool and does not provide any buy or sell recommendations.
Will it be updated?
We don't promise regular updates. When an update is available, use the original download link to get the new version at no extra charge.
Can I get a refund if I'm not satisfied?
Yes. Per Portaly platform rules, you may request a refund within 7 days of purchase. If the files won't open or the program won't run, please email xyzhkwork@gmail.com first, and we'll help you resolve the issue.
Launch offer valid until 2026-11-25
This page was machine-translated from Traditional Chinese. If anything differs, the Traditional Chinese original prevails. Purchases and support are in Traditional Chinese.