Personal Finance Assistant !

Personal Finance Assistant !

Achieve your financial goals

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Free
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Details

  • Released
  • Updated
  • February 1, 2026
  • February 24, 2026

Features

Personal Finance Assistant ! screenshot #1 for iPhone
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Personal Finance Assistant ! screenshot #7 for iPhone
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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.

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Subscription plans

Annual subscription

Unlock access to all features, including asset tracking

$19.991 Year
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