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Jon D. Rock: Personal CFO

Jon D. Rock: Personal CFO

Optimize your financial future

13 ratings
2 reviews
🌟 Lifestyle
💰 Finance

Archived App (Last seen on 7 Aug 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • March 16, 2022
  • September 2, 2024

Features

Developer

Jon D. Rock, Inc.
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🧾$5.99
In-App Purchase↘︎
⭐2
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
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About

Map your financial future and achieve your life goals with AI-powered guidance. This app helps you create personalized financial plans, track spending, manage investments, and build savings for emergencies and long-term objectives.

✓AI Personal CFO for tailored financial advice
✓Spending plan and budget tracking
✓Asset allocation guidance
✓Real-time net worth calculator
✓Emergency savings tracker
✓Goal roadmap for long-term planning
Show original description

What's New in Jon D. Rock

1.4.5

September 2, 2024

We made a major leap forward! Say Hello to our Artificial Intelligence (AI) enabled personal CFO. Chat and plan your financial strategy powered by artificial intelligence technology. Worried about your security and privacy? Cybersecurity is front and center on Jon D. Rock’s mind. You now need a six-pin code to access the app. Need to manage your emergency savings? We have you covered. The app now calculates cash levels across your linked and manually inputted accounts to keep you updated in real – time of your 3-,6-, and 12–month cash liquidity levels. Keep track of your Stock, ETF and Mutual Fund holdings! Press the +Add button on the home screen and build a custom portfolio. Take advantage of a 14-day free trial and head over to the budget tab to keep track/categorize your monthly expenses. Link a spending account to get started!

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Subscription plans

Financial Roadmap

Built for the investor blazing a trail

$5.991 Month
14 Days trial
How to cancel Jon D. Rock subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Money Management Made Simple

This app is a financial Swiss Army knife. Budgeting, investing, goal-tracking - it does it all. The AI suggestions are surprisingly helpful, and I love how it visualizes my progress. The learning curve is a bit steep, but stick with it. It's transformed how I think about money. A must-have for anyone serious about their finances.
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rousebademrousebadem

Great concept, but ran into tech issues

I really like the idea of this app and that it puts everything together all in one place (banks accounts, mortgage, car loans, credit cards, etc.) that way you can get a big picture look at where your finances are at. Unfortunately, the app wouldn’t allow me to integrate my accounts so I haven’t been able to see it in action yet. When I go to link my bank account through Plaid it says “Well Done. We are linked.” However, once I go back to the main page where it is supposed to display my net worth, it does not display and says it’s at zero. I tried multiple times and this kept happening. I then manually inputted my mortgage information and that did correctly display on my net worth. I tried again to link a different account through Plaid, just in case it was an issue with my bank. This time I tried Acorns and Plaid said that it was successful in linking, but when I would go back to the main page, the only thing that displayed was my mortgage. I started exploring other parts within the app and then it logged me out all of the sudden. Once I logged back in, everything was back to zero and my mortgage was no longer inputted either. I like the design of the app and it seems like it would be pretty user friendly once these bugs are improved. I think it has lots of potential.
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rainshine2337rainshine2337

Response from developer

Hi! - Thank you very much for the review. Super helpful feedback! We are still ironing out a few kinks on the connection with our data aggregator partner, Plaid. Sometimes the financial institution you are linking returns an error message. It's sort of random and we don't exactly know yet why some users experience this issue and others do not. For example, I have no issues linking checking, credit cards, etc.; however, when working with some of our testers, they do encounter, even though it's the same financial institution. Regarding the logging back in and not seeing the information display, there is a 3 -5 second lag where the app (out servers, really) is placing a call to your financial institution and to our back - end to come up with the information (and, calculation) that is supposed to be displayed on the home - screen. We just designed and are coding a "loader" screen that will seamlessly communicate that the information will be displayed shortly. We get so enthusiastic about our product that we forget our users don't understand the nuances of how it behaves. Thanks again for the contribution. Very much appreciated! All the best!

FAQ

What is Jon D. Rock's primary function?

Jon D. Rock acts as an AI-powered personal CFO, helping users map out their financial future. It provides tools for budgeting, savings, investment guidance, and tracking progress towards life goals.

How does Jon D. Rock use AI?

The app utilizes artificial intelligence to offer real-time assistance in managing finances, providing tailored advice for debt reduction, savings, and investment strategies based on individual financial situations.

Can Jon D. Rock track my spending?

Yes, Jon D. Rock features a Spending Plan that allows you to monitor monthly expenditures across linked accounts like credit cards and bank accounts. You can also create custom budget categories.

How does Jon D. Rock help with investments?

It offers an Asset Allocation Model, which provides guidance on optimal investment strategies after a short questionnaire to minimize risk and maximize returns. It also provides portfolio data and market insights.

What are the subscription options for Jon D. Rock?

The app offers a 'Financial Roadmap' subscription at $5.99 per month, which includes a 14-day free trial. This likely unlocks advanced planning and tracking features.

Is Jon D. Rock available on multiple devices?

Based on the provided data, Jon D. Rock is supported on iPhone and iPod devices, indicating mobile compatibility for Apple users.

How often is Jon D. Rock updated?

The app was last updated on September 2, 2024, with version 1.4.5. This suggests a relatively active development cycle, with updates occurring periodically.

What is the user sentiment for Jon D. Rock?

Jon D. Rock has a high rating of 4.8 stars from 13 ratings, indicating strong positive user sentiment and satisfaction with its features and performance.