# Personal Finance Assistant ! — Achieve your financial goals

> Achieve your financial goals (iPhone/iPad app by MIN HSU TSAI.)

- Source: https://appshunter.io/ios/app/personal-finance-assistant/id6757631973 (this page in markdown: same URL + `.md`)
- Developer: [MIN HSU TSAI](https://appshunter.io/developer/1867989291)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Age rating: 17+
- Requires: iOS 14.0.0 · 43 MB
- Languages: American English, Chinese (Traditional, Taiwan)
- Released: 2026-02-01
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/personal-finance-assistant/id6757631973/reviews.md

## What is Personal Finance Assistant !?

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

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Annual subscription | $19.99 | per year |
| Monthly subscription | $1.99 | per month |



## Version history (last 4 releases)

### 1.0.3 — 2026-02-24

1. Added explanations regarding net assets and target retirement funds.

2. Improved execution efficiency and fixed some bugs.

### 1.0.2 — 2026-02-13

1.Updated store description.
2.Added app tutorial link.
3.Improve execution efficiency and fix some bugs.

### 1.0.1 — 2026-02-03

Added information on dividends, bond interest, and interest rates.

### 1.0 — 2026-02-02

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-17.*