AlphaFolio | AI Portfolio Tracker

核心功能Core features

所有重要資訊，集中在一個地方。 Everything that matters, in one place.

AlphaFolio 把持倉、市值、成本、回報、資產配置、基準比較、AI 分析與市場週期模型整合成一個清晰視圖。 AlphaFolio brings holdings, market value, cost, returns, allocation, benchmarking, AI analysis, and market-cycle models into one clear view.

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即時持倉總覽Live portfolio summary

市值、今日變動、總收益、已實現與未實現收益，一眼看清。Market value, daily movement, total gain, realized gain, and unrealized gain at a glance.

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回報與成本分析Return & cost analytics

比較成本、市值、回報曲線，並與 VOO 做長期基準對比。Compare cost, value, return curves, and long-term performance against VOO.

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AI 投資組合問答AI portfolio Q&A

用自然語言詢問你的組合，理解風險、集中度與長期持有邏輯。Ask natural-language questions and understand risk, concentration, and long-term positioning.

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市場週期模型Market cycle model

用信用與估值框架閱讀 DotCom、2008、Covid 等市場環境。Read DotCom, 2008, Covid, and custom regimes through credit and valuation.

產品體驗Product experience

更少噪音，更快看清。Less noise. More clarity.

從總覽開始。Start with the whole picture.

Portfolio Summary 把市場價值、收益和活躍持倉整理在同一視圖，讓你先知道組合正發生什麼。Portfolio Summary brings value, gains, and active positions into one view, so you know what is happening before you go deeper.

✓即時市值與盈虧Live market value and P/L

✓已實現 / 未實現收益拆解Realized / unrealized gain breakdown

✓活躍持倉與個股表現Active positions and stock performance

理解收益來源。Understand what drives returns.

比較你的回報與 VOO，追蹤成本和市值變化，分辨真正的回報來源。Compare your return with VOO, track cost versus value, and identify where performance really comes from.

✓VOO benchmark comparison

✓Market Value vs Cost

✓收益曲線與時間區間Return curves and time ranges

直接問你的投資組合。Ask your portfolio directly.

透過 AI 對話，用更自然的方式檢查持倉、風險、集中度和長期邏輯。Use AI chat to review holdings, risk, concentration, and long-term logic in a more natural way.

✓上下文相關的 AI 回覆Context-aware AI responses

✓適合定期投資復盤Built for portfolio reviews

✓幫你提出更好的問題Helps you ask better questions

把市場放回週期中。Put the market back in context.

Credit & Valuation Model 幫你從估值和信用環境理解不同市場階段。The Credit & Valuation Model helps you understand regimes through valuation and credit conditions.

✓DotCom / 2008 / Covid

✓估值 x 信用四象限Valuation × credit quadrant

✓自訂時間區間Custom range analysis

知道贏家，也知道風險。Know your winners — and risks.

Asset Allocation、Top / Worst performers 和 Gains Trend 讓你快速看出集中度、貢獻和拖累。Allocation, top / worst performers, and gains trends help you see concentration, contribution, and drag.

✓資產配置圖Asset allocation chart

✓最佳 / 最差表現Best / worst performers

✓集中度與收益來源Concentration and gain sources

工作流Workflow

從資料，到判斷。From data to judgment.

AlphaFolio 不追求製造更多資訊，而是讓重要資訊變得更清楚。AlphaFolio is not about more information. It is about making important information clearer.

01

Track

先掌握市值、盈虧和活躍持倉。Start with value, gains, and active positions.

02

Analyze

拆解回報來源、成本、配置和基準差距。Break down returns, cost, allocation, and benchmark gaps.

03

Understand

結合 AI 和市場週期，形成更有脈絡的判斷。Use AI and market cycles to build better context.

FAQ

常見問題。Frequently asked questions.

AlphaFolio 適合誰？Who is AlphaFolio for?

適合長期投資者、主動管理持倉的人，以及希望更系統地理解投資組合的人。It is designed for long-term investors, self-directed portfolio managers, and anyone who wants a more structured view of their holdings.

AI 是投資建議嗎？Is AI analysis investment advice?

不是。AI 分析僅供資訊參考，最終投資決策仍應由你自行作出。No. AI analysis is for informational purposes only. Final investment decisions remain your responsibility.

是否支援 App Store 上架要求？Does the site support App Store requirements?

網站已包含 Support、Privacy Policy 和 Terms 頁面，可用於 App Store Connect。The site includes Support, Privacy Policy, and Terms pages that can be used in App Store Connect.

如何聯絡支援？How do I contact support?

你可以透過 developer@jinss.com.hk 聯絡開發者。You can contact the developer at developer@jinss.com.hk.

App Store 支援資訊已準備好。Support information is ready for App Store launch.

你可以在 App Store Connect 使用本站的 Support、Privacy Policy 和 Terms 頁面。You can use this site’s Support, Privacy Policy, and Terms pages in App Store Connect.

需要幫助？Need help?

如有 bug、帳號、訂閱、資料導入或功能建議，請聯絡 AlphaFolio 支援。For bugs, account issues, subscriptions, imports, or feature feedback, contact AlphaFolio support.

developer@jinss.com.hk