保險體檢 vs UStocks Steward

你是否清楚自己目前有哪些保單？ 也想更有效率地整理保單內容與保障資料？ 如果你是保險從業人員， 需要在短時間內整理客戶現有保單與保障資訊， 現在可以用一個 App 完成。 【從業人員功能】 ● 客戶保單管理 可建立客戶資料，整理每位客戶的保障需求、現有保單與保障資訊，方便查看與後續追蹤。 ● 自訂品牌 PDF 報告 可上傳 Logo、設定主題色，匯出帶有個人品牌資訊的 PDF 報告，方便提供給客戶留存與參考。 ● AI 拍照快速建檔 拍照即可辨識保單內容並建立資料，支援多家保險公司，減少重複輸入時間，協助整理保單資訊。 【保障分析功能】 ● 個人化保障需求分析 依年齡、家庭狀況、收入與負債等資料，整理壽險、意外、醫療、重大傷病、失能等保障需求資訊，並納入 2% 年通膨折現計算。 ● 保單與保障資訊整理 協助整理現有保單內容、保障項目與客觀參考資訊，讓使用者更清楚查看目前保障資料。 【個人使用者也適合】 不是保險從業人員也能使用。 拍張保單照片，即可整理自己與家人的保單與保障資訊。 【方案說明】 免費版：需求分析 + 5 次 AI 辨識 + 2 位家人 個人版（NT$60/月 或 NT$590/年）：300 次/月 AI 辨識 + 無限保單 + 5 位家人 + PDF 報告 業務版（NT$190/月 或 NT$1,990/年）：2,000 次/月 AI 辨識 + 無限客戶管理 + 自訂品牌報告 【隱私說明】 資料可儲存在你的 iCloud，不需另外建立帳號。請依裝置與 Apple 帳號設定使用相關同步功能。 Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Want a clearer view of your US stock investments? "UStocks Steward" is an asset management tool specifically designed for US stock investors. With intuitive visual charts and precise historical record management, you can keep track of every trade and every cent of your dividends. Core Features Intuitive Asset Allocation Pie Chart Visualization: Understand your stock weightings at a glance to help balance your portfolio. Dashboard Overview: Integrated market value, daily gain/loss, and cumulative returns—let the data speak for itself. Comprehensive Holding Records Trade Management: Easily log every detail of your buy and sell transactions. Dividend Tracking: Automatically record cash dividends and track your passive income sources. Stock Lending Income: Exclusive support for recording US stock lending returns—every small gain counts. Corporate Actions: Perfectly handles stock splits and mergers to ensure your holding quantities remain 100% accurate. Secure Backup & Restore Local Data Export: Support for exporting private backup files (.uss). Your personal investment data stays under your control. Instant Recovery: Switching phones is hassle-free; simply import your previous records with ease. App Highlights Minimalist Design: No complex navigation, focusing purely on your core financial data. Privacy Protection: Streamlined data with local backup support to safeguard your investment privacy. Tailored for US Stocks: Optimized for unique US stock tax rates and lending mechanisms to fit your investment details. Multi-Currency Conversion: Support for AUD, CAD, CHF, CNY, EUR, GBP, HKD, TWD, JPY, NZD, SEK, SGD, THB, and ZAR. View your net worth in your preferred currency effortlessly. Privacy Policy: https://ivory-curiosity-504.notion.site/Privacy-Policy-and-Related-Information-of-UStocks-Steward-326e859e336a805e9277c965f7a39cb2 Terms of Use (EULA): https://ivory-curiosity-504.notion.site/End-User-License-Agreement-EULA-of-UStocks-Steward-326e859e336a8037a767e5fcaa178037