與巴菲特一樣思考的 AI 投資顧問已上線 The AI Advisor that thinks like Buffett is live

用 AI 重新定義你的
Redefine Your
投資組合管理 Portfolio Management

告別繁瑣的手動記帳。一鍵匯入券商 PDF 對帳單、自動處理股息與跨國稅務，並結合頂尖 AI 與總經模型，為您提供機構級的持倉深度分析。 Say goodbye to manual tracking. Import PDF statements with one click, auto-process dividends & taxes, and get institutional-grade portfolio analysis powered by top-tier AI and macro models.

了解更多功能 Learn More
App Dashboard Mockup
我的投資組合My Portfolio
總收益 (USD)Total Return (USD)
+ $14,250.00
對比 VOO:vs VOO: +2.4%
AI 洞察AI Insights
巴菲特：你的持倉過於集中於單一科技股，建議關注市盈率與安全邊際... Warren: Your portfolio is heavily concentrated in a single tech stock. I recommend focusing on the P/E ratio and margin of safety...

強大特性Powerful Features

為認真的投資者打造Built for Serious Investors

AI 智能對帳單匯入AI Statement Import

支援 IBKR、富途 (Futu) 等主流券商 PDF 對帳單。利用 AI 自動萃取交易紀錄，完美處理跨頁、合股拆股，從此告別手動輸入。 Supports PDF statements from major brokers like IBKR and Futu. AI automatically extracts trade records, handles pagination and stock splits perfectly. Say goodbye to manual entry.

極致隱私保護Ultimate Privacy

本地儲存您的所有交易紀錄，絕不上傳任何個人財務數據至雲端，最大化保密您的個人數據隱私，安全無憂。 All your trade records are stored locally on your device. We never upload any personal financial data to the cloud, maximizing your privacy and security.

精準股息與稅務計算Precise Dividend & Tax Calc

支援 CN、HK、TW、US 等多地稅務身分。自動扣除預扣稅，精確計算「稅後實收股息」與包含股息的真實歷史總回報率 (MWRR)。 Supports tax residencies for US, HK, CN, TW, etc. Automatically deducts withholding taxes to calculate your net dividends and true historical Money-Weighted Rate of Return (MWRR).

多市場與基準對比Multi-Market & Benchmarks

支援美股、港股、A股 (滬深)，並具備多幣種自由切換 (USD/HKD/CNY)。可將您的投資組合與標普 500 (VOO) 進行走勢對比。 Supports US, HK, and China A-shares with seamless multi-currency switching (USD/HKD/CNY). Visually benchmark your portfolio's performance against the S&P 500 (VOO).

Powered by LLMs

不僅是記帳，更是您的
專屬投資顧問 More than a tracker, it's your
Personal AI Advisor

  • 👨‍💼
    巴菲特 AI 對話Buffett AI Chat

    像巴菲特一樣思考的 AI 投資顧問。為您的投資組合進行體檢，指出過度集中風險，並強調安全邊際。 An AI advisor trained to think like Warren Buffett. It evaluates your portfolio's health, warns against concentration risks, and constantly reminds you of the margin of safety.

  • 獨家總經與估值模型Exclusive Macro & Valuation Model

    內建美聯儲 FRED 與 Shiller CAPE 數據介接。透過 X 軸（估值）與 Y 軸（信用利差）將市場劃分為四個象限，結合高收益債利差 (HY OAS) 與股權風險溢價 (ERP) 即時監控市場水位，協助您判斷當前所處的宏觀週期位置，避開高風險時期。 Built-in integration with FED FRED and Shiller CAPE data. By plotting Valuation (X-axis) against Credit Spreads (Y-axis), it divides the market into four quadrants. Tracking HY OAS and ERP helps you instantly grasp the macroeconomic cycle and avoid high-risk periods.

  • AI 異常波動洞察AI Volatility Insights

    當您的組合發生劇烈波動時，AI 將自動聯網搜尋您持倉庫存的最新財報與宏觀新聞，精準指出漲跌原因。 When your portfolio experiences severe volatility, the AI automatically searches the web for the latest earnings and macro news affecting your holdings, pinpointing the exact reasons for the swings.

AI Chat Mockup
巴菲特 AI 顧問Buffett AI Advisor
Macro Model Mockup
獨家總經模型Macro Model

您的資料，完全由您掌握Your Data, Completely Under Your Control

隱私是我們的首要考量。AlphaFolio 本地儲存您的所有交易紀錄，絕不上傳雲端，最大化保密個人數據隱私。 當使用 AI 運算與 PDF 解析時，我們採用嚴格的 Token 認證機制與去識別化處理，絕不收集或留存您的財務隱私。 Privacy is our top priority. AlphaFolio stores all your trade records entirely on your local device. We never upload your data to the cloud, ensuring maximum privacy. When utilizing AI processing or PDF parsing, we use strict Token authentication and data anonymization, leaving zero trace of your financial information on our servers.