Synx iconSynx
User Guide

Your Net Worth, in Perfect Sync.

From live market prices to automated cash flow, Synx gives you a clear, private, and real-time view of your entire financial life.

Synx App 投資組合頁面,顯示多個投資帳戶的比例與投資績效總覽
Synx App 總覽頁面,顯示淨資產走勢圖與各帳戶資產分佈

Features

Synx 淨資產折線圖與財務趨勢視覺化介面

Visualize Your Financial Journey

See your net worth come to life through interactive line charts. Switch between time ranges, assets, investments, and liabilities to understand your financial direction at a glance.

Real-Time Market Sync

Your assets stay perfectly aligned with real-time prices from major global markets including the U.S., Taiwan, China, U.K., Japan, Hong Kong, precious metals, and cryptocurrencies. You can also manually add assets from other markets.

Synx 即時股票市場價格同步功能,支援台股美股與加密貨幣
Synx 自訂投資組合與資產分布圖表

Customizable Portfolio Insights

Visualize your entire portfolio with clear performance metrics, growth trends, and asset proportions. Create custom views that match your investment style.

Automated Transaction Management

Synx handles fixed and variable transactions differently to maximize efficiency. Fixed income and expenses execute automatically in the background, while variable investments like DCA are pre-filled based on real-time market data. You simply review and confirm in one tap, saving time while ensuring your portfolio costs remain accurate.

Synx 自動交易管理與定期定額投資
Synx 投資儀表板顯示個股損益與成本分析

Investment Dashboard

The Investment Dashboard gives you a clear snapshot of your portfolio. See your cost basis, unrealized and realized P&L, and explore interactive charts showing price, average cost, and market value trends. Understand your investment performance at a glance.

多幣別支援圖示

Multi-Currency Support

離線優先圖示

Offline First

iCloud 自動備份圖示

iCloud Auto Backup

隱私至上圖示

Privacy First

批次新增交易圖示

Batch Transactions

Frequently Asked Questions