PeterTsai Financial Assistant

PeterTsai Financial Assistant

Achieve your financial goals

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Free
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Details

Released
February 1, 2026
Updated
October 11, 2026

Features

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About

App Tutorial: https://www.youtube.com/@PeterTsaiTW Assists with Personal Asset Statistics and Analysis: I. Net Worth is divided into two main categories, clearly presenting 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. II. Provides target management prompts, such as: asset allocation ratio, USD asset ratio, leverage ratio, margin maintenance ratio, stock exposure, debt ratio, liquidity ratio, debt-to-equity ratio, savings rate, etc. A red warning will appear if the target is exceeded. III. Provides a target amount calculation function to help determine if the target amount and portfolio ratio are reasonable. IV. 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 PeterTsai Financial Assistant

1.1.8

October 11, 2026

1. Added upper and lower limits for withdrawal rate settings. 2. Added the ability to set individual monthly living expenses and monthly salary income. 3. Improved execution efficiency and fixed some bugs.

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Subscriptions & In-App Purchases

Annual subscription

Unlock access to all features, including asset tracking

$19.991 Year
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