Track income and expenses with categorized entries. View balance changes and transaction history. Analyze assets and liabilities using pie charts, line graphs, and bar charts. Sync data securely to the cloud without entering bank account details.
Provide financial education with structured courses and diverse content like podcasts and articles to improve investment knowledge. Offer a comprehensive financial overview, goal setting tools, and calculators for budgeting and investment tracking.
Record calls with high-fidelity audio and secure storage. Save recordings to the cloud for real-time evidence. Encrypt files using financial-grade security. Share via QQ, WeChat, or email. Supports legal disputes and personal use.
Manage and redeem accumulated points across multiple industries. Link accounts from different platforms to unify point balances. Redeem points for goods and services at partnered merchants. Track point usage and expiration dates.
Track stock prices and market trends for Taiwan and global equities, funds, bonds, and derivatives. Set investment goals and analyze charts. Filter stocks by criteria like momentum, technical indicators, or news.
Manage investments with real-time stock quotes, Level2 data, and smart tools for stock analysis. Track portfolio performance, access research reports, and execute trades.