Taiwan Investors' Essential Guide: 8 Popular Investment and Financial Apps to Help You Easily Navigate the Stock Market

Core Logic for Choosing Investment Apps

As global economic policies become increasingly accommodative, the demand for asset preservation and appreciation grows more urgent. According to investor survey data from Schroders Investment Trust, Taiwanese individuals allocate a significant portion of their disposable income to financial assets, ranking among the top worldwide, reflecting the high importance placed on financial management.

However, the market offers a dazzling array of investment and financial apps, leaving many novice investors facing difficulty in choosing the right tools. How can you select the most suitable app from numerous options? The key lies in understanding your own investment needs and matching them with platforms that offer the appropriate features. A complete investment ecosystem often requires the coordinated use of multiple apps—some focus on market analysis, others on order execution, and some assist with financial planning.

This article categorizes investment apps based on their core functions into three main types: trading, information analysis, and bookkeeping/financial management. It reviews the most commonly used tools among Taiwanese investors to help you quickly find the investment and financial management platform that suits you.

Understanding Your Investment App Ecosystem

To fully cover the entire stock market investment process in Taiwan, investors need to establish a multi-layered app usage matrix:

Trading Layer — For direct buying and selling of stocks, ETFs, funds, etc.
Market Information Layer — To grasp real-time market dynamics, individual stock data, industry news
Learning & Analysis Layer — For studying stock selection logic, financial statement analysis, investment strategies
Asset Management Layer — To record investment income and expenses, analyze returns, and plan asset allocation

All four layers are indispensable. Next, we will introduce high-quality investment apps in each category.

Recommended Taiwan Stock Trading Apps

1. Fuguo Account — A New Taiwan Stock Trading Platform Focused on Smooth Experience

Fuguo Account is a platform jointly developed by E.SUN Securities and Fuguo (Qunfu Technology). This fintech company previously ranked in the top ten at Singapore’s largest fintech competition, with proven technical strength.

Core Advantages:

• Fully online account opening process, no need to visit branches
• Simple, intuitive interface, easy for beginners to learn quickly
• Clear display of individual stock information, facilitating rapid decision-making
• If you hold an E.SUN Bank account, opening a Fuguo account is extremely convenient

Suitable for: Especially suitable for new investors who are just starting with Taiwan stocks and want to experience modern trading interfaces.

2. KGI Securities — An Established Player with Diversified Offerings

KGI Securities, formerly China Trust Securities, has extensive experience in trading complex products like government bonds. The company offers multiple investment apps (such as Mobile eStrategy, Mobile Dealer, KGI Investment Pass), supporting a wide range of assets including Taiwan stocks, US stocks, ETFs, options, and overseas stocks.

Core Advantages:

• Large platform scale with comprehensive trading varieties
• User-friendly design combined with full functionality
• Rich features to meet different investment styles

Suitable for: Investors who are busy, cannot monitor the market all day, and need highly automated tools for assistance.

3. Yuanta Securities’ Investment Mr. — Smart Stock Picking Tool from Yuanta Bank

Investment Mr. is launched by Yuanta Bank, providing complete market data for securities, warrants, futures, and more, with a simple and practical interface.

Core Advantages:

• Built-in intelligent stock selection features (Bull/Bear Picks, K-line Picks, etc.)
• Complete investment information ecosystem, including stock data, research reports, professional programs
• Optimized order placement process, suitable for active traders

Suitable for: Active Taiwan stock traders who need real-time trading aligned with market movements.

Recommended Fund Investment Apps

Juheng Fund Buying — A Comprehensive Platform for Fund Investment

Juheng, Taiwan’s largest private fund company, offers an app that covers product selection, investment consulting, and transaction execution in a complete closed loop.

Core Advantages:

• Extensive fund product library, nearly covering all mainstream funds in the market
• Competitive transaction fees
• Full-range services from product screening to investment advice

Suitable for: Those who prefer professional fund managers to handle investments rather than self-select stocks; this app fully meets those needs.

Stock Market Information & Analysis Apps

1. Emily Fixed Deposit Stocks — Personalized Stock Selection Strategy Tool

Emily Fixed Deposit Stocks applies the well-known investor Emily’s “Red-Green Light Stock Picking Method.” This approach helped her achieve financial freedom from a monthly salary of 25K, demonstrating its practical effectiveness.

Core Advantages:

• Visualizes complex investment judgments through the red-green light method
• Six advanced indicators help identify “good companies”
• Real-time updates of individual stock financial reports, with ample data

Suitable for: Rational investors who want to establish clear stock selection logic and avoid blindly following trends.

2. San竹 Information — Taiwan’s Largest Brokerage-Level Market Monitoring Software

San竹 Information is a leading Taiwanese financial information service provider, with undeniable technical strength—its market monitoring software is developed and maintained by the majority of Taiwan’s 47 brokerages and 91% of industry professionals.

Core Advantages:

• Rich stock information coverage across multiple dimensions
• Strong backend technology, high system stability
• Connects with nearly all Taiwanese securities firms

Suitable for: Investors demanding high stability and comprehensive information in their monitoring tools; an institutional-grade choice.

3. Investing — A Global Financial Information Platform

Investing ranks among the top three global financial information providers, supporting real-time data for global stock markets, forex, futures, funds, bonds, and more.

Core Advantages:

• International coverage, especially suitable for those interested in overseas markets
• Practical tools like dynamic charts and economic calendars
• Mature and stable platform features

Suitable for: Investors with diversified assets, involved in US stocks or other international markets, and who have established their own investment logic.

Recommended Financial & Bookkeeping Apps

CWMoney — Your Investment Portfolio Record Keeper

CWMoney is a well-established financial management app tested in the market, with comprehensive features. Although its early interface was criticized, recent updates have significantly improved the UI.

Core Advantages:

• Can directly connect to EasyCard, iPASS, and other payment tools for automatic expense uploads
• Supports invoice bookkeeping, financial info viewing, automatic income and expense statistics
• Simple interface, lowering the barrier for new users

Suitable for: Those who want to build a complete personal financial record system, tracking investment returns and daily expenses in one platform.

How to Scientifically Choose Investment Apps?

When faced with many options, ask yourself the following questions to make an informed decision:

Operational Experience Layer

• Does the interface match your aesthetic and habits?
• Is the order placement process smooth and straightforward?
• Does it offer demo trading for beginners?

Functionality Completeness Layer

• Does the platform support your preferred investment targets (Taiwan stocks, US stocks, funds, etc.)?
• Are market analysis and tools sufficient?
• Can you easily access the information you need?

Personal Fit Layer

• Does your trading style align with the platform’s positioning (long-term vs. active trading)?
• Does it support your preferred technical indicators?
• Are the costs (fees, currency exchange, etc.) acceptable?

Ideal Investment App Combinations

Different investors should tailor their app choices based on their own style:

Conservative Investors

• Fund Investment: Juheng Fund Buying
• Information & Research: Investing, San竹 Information
• Asset Recording: CWMoney

Taiwan Stock Focused Investors

• Trading Execution: Fuguo Account or KGI Securities
• Stock Picking Assistance: Emily Fixed Deposit Stocks
• Market Analysis: San竹 Information
• Asset Management: CWMoney

Diversified Asset Allocators

• Taiwan Stock Trading: KGI Securities or Investment Mr.
• Fund Allocation: Juheng Fund Buying
• International Information: Investing
• Comprehensive Analysis: San竹 Information
• Bookkeeping: CWMoney

Summary

The Taiwanese investment and financial app ecosystem is quite mature. Whether you are a beginner just entering the stock market or an experienced asset allocator, there are suitable tools available. The key is not to try to solve all problems with a single app but to select 2-4 complementary platforms based on your investment style and lifestyle to build your own investment toolbox.

Starting from downloading suitable investment apps, establishing systematic stock selection logic, recording investment income and expenses, and gradually optimizing asset allocation is a progressive process. We hope the app recommendations above can assist your investment journey and help you achieve your financial goals easily on your mobile device.