第 2 章

第一次啟動:建立帳號與登入

建立第一個帳號

  1. 第一次打開會直接到「建立帳號」畫面。右上角的地球選單可以先換介面語言(繁中、英、日、法、德、西、葡、俄、韓)。
  2. 填電子郵件、名稱和密碼。密碼至少 12 個字,英文大小寫、數字、符號至少混用三種,下面會即時打勾。
  3. 初始資金可以先填 0(之後在現金流水帳補記);投資範圍勾你會操作的市場(台股、美股、基金、債券,之後可以在設定改)。
  4. 按「建立帳號」。第一個帳號是這台電腦的擁有者(第 23 章)。
第一次打開:建立帳號。帳號只存在這台電腦上
第一次打開:建立帳號。帳號只存在這台電腦上

之後打開:登入

關掉程式就等於登出,下次打開要重新登入。

  • 勾「記住這個帳號(列在登入頁)」,登入頁會列出它,點一下就填好信箱。
  • 勾「記住帳號與密碼」,之後點帳號按「直接登入」就好(只在自己的電腦上勾)。
  • 設了 Passkey 的話按「用 Passkey 登入」(第 23 章);忘記密碼按「忘記密碼?」(第 25 章)。
  • 密碼連續打錯五次要等五分鐘才能再試。
登入畫面
登入畫面
右上角換介面語言,登入後那個帳號也用這個語言
右上角換介面語言,登入後那個帳號也用這個語言

下載復原金鑰(擁有者一定要做)

資料庫是加密的,金鑰存在這台電腦的系統憑證管理員。換電腦、重灌系統時,沒有復原金鑰就打不開資料。還沒下載時,畫面最上方會一直提醒,平常只有一行,按最右邊的展開符號會展開完整說明(再按一次收回),講它和雲端備份的差別:復原金鑰是打開本機資料庫檔與本機備份的鑰匙,雲端備份是另外存一份到 Google 雲端硬碟,兩個都建議要有。

擁有者還沒下載復原金鑰時,每一頁上方都有這條提醒,平常只有一行
擁有者還沒下載復原金鑰時,每一頁上方都有這條提醒,平常只有一行
按最右邊的展開符號,看為什麼要下載、和雲端備份差在哪裡;再按一次收回
按最右邊的展開符號,看為什麼要下載、和雲端備份差在哪裡;再按一次收回
  1. 到 管理 → 設定 → 資料庫加密,輸入登入密碼。
  2. 按「下載復原金鑰」,得到「STOCKings 復原金鑰.txt」。
  3. 收在安全的地方(密碼管理工具、隨身碟),不要和資料庫放在一起。哪天程式顯示「資料庫已鎖定」,把這個檔案選進去(或貼上裡面那一行)就能解鎖;忘記登入密碼時也能用它重設。
管理 → 設定 → 資料庫加密:只有擁有者看得到下載按鈕
管理 → 設定 → 資料庫加密:只有擁有者看得到下載按鈕
Chapter 2

First launch: create an account and sign in

Create your first account

  1. The first time you open STOCKings, you land on the “Create account” screen. The globe menu at the top right lets you change the interface language first (Traditional Chinese, English, Japanese, French, German, Spanish, Portuguese, Russian, Korean).
  2. Fill in Email, Name and Password. The password needs at least 12 characters and at least three of: upper case, lower case, digits, symbols. The checklist below ticks off as you type.
  3. Starting cash can be 0 for now (add it later in the cash ledger). Under Markets, tick the markets you trade (Taiwan stocks, US stocks, funds, bonds; you can change this in Settings later).
  4. Click “Create account”. The first account is this computer's owner (chapter 23).
First launch: create an account. The account exists only on this computer
First launch: create an account. The account exists only on this computer

Next time: sign in

Closing the app signs you out, so you sign in again each time you open it.

  • Tick “Remember this account (list it on the sign-in page)” and the sign-in page lists it; one click fills in the email.
  • Tick “Remember email and password” and you just click the account and then “Sign in” (only tick this on your own computer).
  • If you set up a passkey, click “Sign in with a passkey” (chapter 23). Forgot your password? Click “Forgot your password?” (chapter 25).
  • After five wrong passwords in a row, wait five minutes before trying again.
The sign-in screen
The sign-in screen
Change the interface language at the top right; the account uses that language after you sign in
Change the interface language at the top right; the account uses that language after you sign in

Download the recovery key (the owner must do this)

The database is encrypted, and its key is stored in this computer's system credential manager. If you move to a new computer or reinstall the system, you cannot open your data without the recovery key. Until you download it, a reminder stays at the top of the screen; it is a single line by default, and the arrow at the far right expands the full explanation (click again to collapse) of how it differs from cloud backup: the recovery key opens the local database file and local backups, while cloud backup keeps a separate copy in Google Drive. Keeping both is recommended.

Until the owner downloads the recovery key, this reminder appears at the top of every page, a single line by default
Until the owner downloads the recovery key, this reminder appears at the top of every page, a single line by default
The arrow at the far right expands why it is needed and how it differs from cloud backup; click again to collapse
The arrow at the far right expands why it is needed and how it differs from cloud backup; click again to collapse
  1. Go to Manage → Settings → Database encryption and enter your sign-in password.
  2. Click “Download recovery key” to get “STOCKings recovery key.txt”.
  3. Keep it somewhere safe (a password manager, a USB stick), not in the same place as the database. If the app ever shows “Database locked”, choose this file (or paste the line inside it) to unlock. It also lets you reset a forgotten sign-in password.
Manage → Settings → Database encryption: only the owner sees the download button
Manage → Settings → Database encryption: only the owner sees the download button