
Personal Finance Assistant !
Achieve your financial goals
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Free
In-App Purchases
About
App Tutorial : https://www.youtube.com/@PeterTsaiTW
Assist individuals in compiling and analyzing their overall asset status!
Part 1: Net assets are statistically divided into two main categories, clearly showing the details and changes in each category:
1. Assets include real estate, stocks, bonds, cash, and commodities.
2. Liabilities include mortgages, personal loans, stock pledges, and borrowings.
Part 2: Provides target management prompts, such as: asset allocation ratio, USD asset ratio, leverage ratio,
margin maintenance ratio, and stock exposure. A red warning will appear if the target is exceeded.
Part 3: Provides a target amount calculation function to help determine whether the target amount is reasonable in relation to the portfolio allocation.
Part 4: The account deletion function is located at the bottom of the account management page.
Terms of Use (EULA):
http://www.apple.com/legal/itunes/appstore/dev/stdeula
Privacy Policy:
https://www.privacypolicies.com/live/8abed605-9d74-4617-aaed-c910cc1c5b22
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What's New in Personal Finance Assistant !
1.0.3
February 24, 2026
1. Added explanations regarding net assets and target retirement funds. 2. Improved execution efficiency and fixed some bugs.
MoreSubscription plans
Annual subscription
Unlock access to all features, including asset tracking
$19.991 Year






