日日資產 (Dayfolio) brings your assets and financial goals into one clear view. Track what you own, define what you are working toward, and explore how different planning assumptions may shape the years ahead.
ONE CLEAR EVERYDAY FLOW
Three main tabs: Goals, Assets, and Settings. Open a goal to see progress, asset history and future ranges, then choose Adjust plan. Expand details and analysis when needed.
PLAN FOR WHAT MATTERS
Create goals for retirement, a home, education, travel, or other priorities. Set your target amount and date, cash for this goal, monthly contributions, and inflation assumption. Review allocations that reflect your preferences and adjust your plan as life changes.
SEE YOUR ASSET JOURNEY
Manage holdings manually. Switch between candle and line charts, choose a period, inspect dates and values by touch, or expand the chart. History reflects recorded values, including cash flows and valuation changes; missing history is not invented.
EXPLORE POSSIBLE FUTURES
Compare recorded history with dashed future projections and a shaded P10–P90 range. The median and range come from the same simulated paths at each displayed date. See how your timeline, contributions, inflation assumption, and allocation affect the planning results.
TRY GOAL PLAN LAB FOR FREE
Choose Adjust plan below the goal chart to compare your current plan, a higher monthly contribution, and a later target date. Review simulated chances and ending-asset ranges, then confirm any contribution or date change. The free preview has no subscription, expiry, automatic charge, or automatic holding changes.
KEEP YOUR GOAL ON THE HOME SCREEN
Small and medium widgets are available on iPhone with iOS 14 or later. Choose a goal in the app's settings to see progress, days until its target date, and your monthly contribution plan. Tap to open that goal. Amounts are hidden by default while progress remains visible. Data syncs when the app is open; widget display updates follow the system schedule and are not live market quotes. Contribution hints do not make automatic payments.
UNDERSTAND VALUATIONS
Assets shows holdings in their original currencies and an eligible TWD estimate. Goal progress uses that goal’s cash plus shared non-cash holdings, not the holdings-list total. Do not add balances across goals. Values use available prices or cost basis; USD uses a fixed USD 1 = TWD 32 reference, not live FX.
KEEP YOUR PLAN
Open allocation and reports under a goal’s More analysis; export backups in Settings. Updates preserve goals and holdings.
A CLEARER EVERYDAY EXPERIENCE
Use English or Traditional Chinese, follow your device language, or choose a language in Settings. Light and dark appearance, adaptable layouts, and a wallet icon support everyday use.
Local finance requires no membership or bank connection. Optional Apple sign-in, sign-out, and membership deletion are in Settings > Membership. Financial records and widget snapshots stay on-device: no financial cloud backup or sync is added, and signing out or deleting membership does not erase them. Market data requires internet. Google Analytics defaults off. A one-time prompt allows or declines analytics if you have not chosen; existing choices remain. Change it under Settings > Privacy and analytics. Events exclude financial contents and member names, emails, and identifiers. Planning and reports use TWD regardless of language.
Dayfolio is an asset-tracking and planning tool. It does not execute trades or hold funds. Simulations are estimates based on assumptions, not guaranteed returns or success. Actual results may fall outside the displayed ranges.
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