Workfree: Portfolio & FIRE

AI Wealth Tracker & FIRE Plan

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

FIRE countdown! Track stocks, ETFs, budget & net worth. Use AI reports to analyze portfolio performance, optimize cash flow and invest smarter. Retire early faster! 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/

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

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

Version v2.0.9

The developer, Yucheng Ding, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Identifiers
    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Yucheng Ding
Size
  • 65.9 MB
Category
  • Finance
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • iPad
    Requires iPadOS 16.0 or later.
  • Mac
    Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English and 5 more
  • English, Japanese, Korean, Simplified Chinese, Traditional Chinese, Vietnamese
Age Rating
4+
In-App Purchases
Yes
  • Workfree Pro Monthly $0.99
  • Workfree Pro yearly $9.99
  • Learn More
Copyright
  • © 2025 Workfree
  • Developer Website
  • Privacy Policy

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