Personal Financial Assistant !

Personal Financial Assistant !

Download on App Store
Logo of Personal Financial Assistant !

Personal Financial Assistant !: The Digital CFO for Your Private Wealth

Take total control of your net worth. Monitor complex assets, track liabilities, and manage leverage ratios with professional-grade analytics designed for sophisticated investors.

Download on App Store

Publisher

MIN HSU TSAI

Category

Finance

Downloads

0

User Rating

1.0/5

Total Ratings

0

Locales

2

Master Your Net Worth

Discover the interface used by 0 users.

Login page for the Personal Financial Assistant mobile app showing email and password sign in fields

Login page for the Personal Financial Assistant mobile app showing email and password sign in fields

A financial dashboard showing net worth trends and a breakdown of investment assets

A financial dashboard showing net worth trends and a breakdown of investment assets

Stock portfolio tracking dashboard showing performance chart and asset details.

Stock portfolio tracking dashboard showing performance chart and asset details.

Dashboard showing cash asset details monthly interest across bank accounts and a net worth trend graph

Dashboard showing cash asset details monthly interest across bank accounts and a net worth trend graph

A mobile app interface displaying credit loan details, including a financial trend graph and monthly payment breakdowns.

A mobile app interface displaying credit loan details, including a financial trend graph and monthly payment breakdowns.

A mobile app dashboard for tracking stock pledges, monthly interest payments, and investment leverage trends

A mobile app dashboard for tracking stock pledges, monthly interest payments, and investment leverage trends

A portfolio calculation tool for investment and retirement planning showing fields for asset allocation and expected returns.

A portfolio calculation tool for investment and retirement planning showing fields for asset allocation and expected returns.

Master Your Financial Landscape

The tools that make this app stand out, trusted by 0 users.

🏛️

Unified Asset Intelligence

Aggregate real estate, equities, and cash to visualize your total net worth with professional clarity and depth.

🛡️

Active Risk Monitoring

Protect your capital with instant red-flag alerts when margin maintenance or leverage ratios exceed your safety thresholds.

🎯

Precision Target Management

Calculate and track complex allocation goals across currencies and asset classes to ensure your portfolio remains optimized.

About the app

Everything you need to know about Personal Financial Assistant !.

Description

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

Latest Version

1.0.1

Size

43.1 MB

First Released

Feb 1, 2026

Take Command of Your Total Net Worth

Join sophisticated investors who use our professional dashboard to monitor leverage, optimize asset allocation, and receive critical risk alerts. Start managing your wealth like a business today.

Download on App Store

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

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