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Cat Tom
2025-09-24 19:10:57 +08:00
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docs/finance/column/6.md
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不过，“投资理财”部分暂不在“家庭总资产”进行记录，推荐先在“投资记账”进行详细记录，后续再导入关联。“投资记账”可以针对单个理财产品或多个理财产品进行管理。我们只需要在申购或定投时和每周末记录理财产品的实际金额，就能直接得出持有理财产品的资金加权收益率和年化收益率，做到心中有数。
<figure markdown="span">
![投资记账](https://static.cattom.site/new_blog_image/finance-column-6-3.jpg?x-oss-process=style/webp)
![投资记账](https://static.cattom.site/new_blog_image/finance-column-6-3.jpg?x-oss-process=style/webp){ width="300" }
<figcaption>投资记账</figcaption>
</figure>