Personal Finance Assistant !

Achieve your financial goals

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

Personal Finance Assistant - Retirement Calculation and Financial Freedom Simulation Assists individuals in statistically analyzing their overall asset situation! 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

Ratings & Reviews

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

1. Added explanations regarding net assets and target retirement funds. 2. Improved execution efficiency and fixed some bugs.

Version 1.0.3

The developer, MIN HSU TSAI, 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 Not Collected

    The developer does not collect any data from this app.

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

    Accessibility

    The developer indicated that this app doesn’t support certain accessibility features. Learn More about the accessibility features.

    For more information, visit the developer’s accessibility website .

    Information

    Seller
    • MIN HSU TSAI
    Size
    • 45.5 MB
    Category
    • Finance
    Compatibility
    Requires iOS 14.0.0 or later.
    • iPhone
      Requires iOS 14.0.0 or later.
    • iPad
      Requires iPadOS 14.0.0 or later.
    • iPod touch
      Requires iOS 14.0.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English and Traditional Chinese
    Age Rating
    18+
    In-App Purchases
    Yes
    • Monthly subscription $1.99
    • Annual subscription $19.99
    • Learn More
    Copyright
    • © 2026 Peter Tsai
  • Developer Website
  • Privacy Policy