Step 1 Create an instrument

You cannot skip this step. An instrument has to exist before it can be chosen when you add a trade.

_{New instrument（click the image to enlarge）}

_{Instrument list（click the image to enlarge）}

Go to the "Instruments" tab and fill in the form at the top:

Field	Description	Required
Symbol	For Taiwan stocks enter the number, for example 2330	✅
Name	For example TSMC	✅
Market	Taiwan stock / ETF / US stock. This decides how fees and transaction tax are calculated	✅
Type	Taiwan stocks only: stock or warrant (see Warrants). The form suggests it when the code looks like a warrant
Board	Choose "TSE" for listed, "OTC" for over-the-counter. If unsure leave "Auto"
Currency	Leave "Auto" (US stocks become USD automatically)
Sector	Used to filter and total on the Positions and Allocation pages, for example "Semiconductors"
Tags	Your own grouping; one instrument can have several, for example "Core" or "High yield"; press Enter after typing, the dropdown suggests existing tags and new ones are created automatically. You can filter by tag above the Positions list; at the bottom of the Instruments page you can rename or delete them, and a tag no instrument uses disappears by itself
Dividend frequency / months	Used only in the dividend calendar and affects no calculation. If the months vary each year, leave them empty: the calendar uses the months actually paid in the last two years (marked "est"); a monthly payer left empty means every month
Reference price	Only needed when no market price can be found (emerging or unlisted stocks). Ticking "Use this price first" overrides the automatic quote (when the quote is inaccurate for thinly traded, suspended or delisting stocks); also fill "From which date", and the asset trend uses this price from that date on
yfinance symbol	Left empty it is inferred automatically; you usually do not need to fill it

Why the board matters: the price-lookup symbol for OTC stocks ends in .TWO instead of .TW, so choosing the wrong one finds no price.

Once created, that row shows the current price, your share count and the number of trades. Click the pencil icon to edit, the eye icon to hide and the trash icon to delete.

An instrument that already has trade, dividend or lending records cannot be deleted; it is blocked, because deleting it would make those records no longer add up. If it is sold out and you do not want to see it any more, use hide: it disappears from the instrument list and the New trade dropdown, while past records, profit and reports stay as they were. An instrument you still hold cannot be hidden (otherwise you could not sell it). To bring it back, click "Show hidden" at the top right of the instrument list, then click the eye icon again to unhide.

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← Getting started ｜ Contents ｜ Step 2: Record a trade →