Workfree: Portfolio & FIRE

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/