# Workfree: Portfolio & FIRE — AI Wealth Tracker & FIRE Plan

> AI Wealth Tracker & FIRE Plan (iPhone/iPad app by Yucheng Ding.)

- Source: https://appshunter.io/ios/app/workfree-portfolio-and-fire/id6756991239 (this page in markdown: same URL + `.md`)
- Developer: [Yucheng Ding](https://appshunter.io/developer/1864107592)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 16.0 · 63 MB
- Languages: Korean, Vietnamese, British English, Japanese, Chinese (Simplified, China), Chinese (Traditional, Taiwan)
- Released: 2026-01-30
- Data updated: 2026-08-25
- User reviews in markdown: https://appshunter.io/ios/app/workfree-portfolio-and-fire/id6756991239/reviews.md

## What is Workfree?

Workfree is the AI-powered All-in-One Asset Manager designed for those pursuing Financial Independence, Retire Early (FIRE). We seamlessly integrate Investment Thesis, Stock Tracking, AI Diagnostics, and FIRE Goals to help you document the rationale behind every trade, say goodbye to emotional investing, and shift towards disciplined, data-driven wealth management.

Unlike traditional accounting apps that only focus on cash flow, Workfree is built around an "Asset-Centric" core, keeping you constantly aware of how close you are to financial freedom.

【Key Features】

AI Intelligent Financial Assistant (NEW!) – Your 24/7 Personal CFO

AI Financial Report: Generate professional-grade financial reports with one click. AI deeply analyzes your monthly income structure, net worth trends, and savings rate changes, letting you manage personal wealth like a CEO.
Smart Portfolio Insight: AI scans your portfolio beyond just PnL. It objectively evaluates sector diversification, risk exposure, and asset allocation health, providing rational adjustment suggestions.
Strategy Diagnostics: Combining real-time market data with your trading notes, AI reviews your stock fundamentals and entry/exit logic to ensure every decision stands up to scrutiny.
AI Smart Import: Simply upload statements or screenshots—AI automatically recognizes and imports complex transactions, automating tedious bookkeeping.

Unique Investment Thesis – Trade with Evidence

Log Entry Reasons: Record not just the price, but the strategy and mindset at the moment of purchase.
Strategy Review: Review your notes to see if your initial judgment was correct, continuously optimizing your investment system.
Avoid Emotional Trading: When the market fluctuates, look back at your original thesis to regain rational discipline.

FIRE Journey Tracking – Visualize the Finish Line

Auto-Calculate FIRE Number: Precisely calculate the target amount needed for your financial independence.
"Freedom Days" Metric: Visualize your investment gains as "days of living expenses earned"—making profit feel real!
Visual Growth Curve: Track net worth velocity and scientifically predict your goal achievement date.

Pro Portfolio Management & Viral Sharing

Multi-Currency Support: Perfectly integrates stocks (USD/TWD/HKD) and Crypto assets with automatic exchange rate conversion.
Precise PnL Calculation: Built-in FIFO (First-In, First-Out) algorithm displays true realized gains and losses.
Share Your Wins: Generate stunning PnL cards with one click, supporting "Cinematic" or "Hand-drawn" filters for easy social media sharing.

Integrated Expense Tracking

Intuitive Interface: Easily record income, expenses, and transfers via a clean, fluid UI.
Savings Rate Analysis: Link savings directly to investment analysis, showing how your savings rate accelerates your FIRE goals.

Privacy First

Data Belongs to You: Workfree uses local database technology (SQLite).
On-Device Storage: Financial data is stored on your phone by default. If backup is enabled, it uploads encrypted data to your personal Google Drive, never touching our servers.

【Who is Workfree for?】 
Modern investors embracing AI technology for objective decision reviews. 
Dreamers actively executing a FIRE (Financial Independence, Retire Early) plan. 
Traders looking to build a stable, profitable mindset through journaling and reflection.
------------------------------------------------------------------------------------------
Subscription Information:
• Monthly and Yearly subscription plans are available.
• Subscriptions automatically renew unless cancelled at least 24 hours before the end of the current period.
• Manage or cancel your subscription in your App Store account settings.
Privacy Policy:
https://crystal-bacon-613.notion.site/Workfree-Privacy-Policy-2ce1f52a8dbd8023b3fbeffd534f338a
Terms of Use (EULA):
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Workfree Pro yearly | $9.99 | per year |
| Workfree Pro Monthly | $0.99 | per month |



## Version history (last 5 releases)

### v2.0.9 — 2026-04-08

Fixed an issue where average cost on holding cards was displayed incorrectly after adding transactions from the stock detail page.

### v2.0.8 — 2026-04-06

Fixed an issue with sector classification during AI import.

### v2.0.7 — 2026-04-03

Fixed a bug that caused incorrect total asset displays on non-trading days.

### v2.0.6 — 2026-03-20

Fixed a bug with the candlestick chart display.

### v2.0.5 — 2026-03-14

[New Reward System] You can now support our development and earn VIP rewards for free by watching short ads!
Integrated Reward Tasks: Earn VIP days easily.
Optimized Ad Localization: Clearer prompts in your local language.
Enhanced UI performance and stability.

## Apps similar to Workfree

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Moniit - AI Asset Management](https://appshunter.io/ios/app/moniit-ai-asset-management/id6752471768) | 5.0 (3) | Free | Finance |
| [FIRE记账](https://appshunter.io/ios/app/fire/id6742338689) | 5.0 (1) | Free | Finance |
| [Networth淨資產](https://appshunter.io/ios/app/networth/id6756923481) | — | Free | Finance |
| [Kapito - Net Worth Tracker](https://appshunter.io/ios/app/kapito-net-worth-tracker/id6757801866) | — | Free | Finance |
| [财析](https://appshunter.io/ios/app/id6756815510) | — | $0.99 | Finance |
| [美股記帳本](https://appshunter.io/ios/app/id6748304843) | — | Free | Finance |

---

*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 2026-08-25.*