新股要先到標的管理建立（只支援台股），再到 紀錄 → 新股申購。

1. 選方式（抽籤、競拍、員工認購）、標的、價格（抽籤填承銷價，競拍填投標價）、股數、扣款日、處理費、郵寄工本費，按「登錄申購」。價款和費用會從現金預扣。
2. 開獎後在那一列按「中籤」或「未中籤」（競拍是得標／未得標），填退款或撥券日期。中籤自動變成一筆買進，處理費、工本費算進成本；沒中只花掉處理費。

員工認購沒有抽籤與處理費，撥券那天按「已撥券」；填了可處分日時價，差額會列在報稅統計的其他所得。

Add the new stock in Instruments first (Taiwan stocks only), then go to Records → IPO subscriptions.

1. Choose the method (Lottery, Auction, Employee), instrument, price (the offer price for a lottery, your bid for an auction), shares, debit date, handling fee and postage, then click “Record subscription”. The money and fees are held back from your cash.
2. After the draw, click “Allotted” or “Not allotted” on that row (Won / Lost for an auction) and enter the refund or allotment date. An allotment becomes a buy automatically, with the handling fee and postage added to cost; if you are not allotted, you only lose the handling fee.

Employee subscriptions have no lottery or handling fee. Click “Delivered” on the day the shares arrive. If you enter the price on the sellable date, the difference is listed under other income in the tax summary.