Record expenses and income with large, simple icons. Add text annotations to each entry for clarity. View monthly transaction details to track spending. Generate charts to analyze income and expenses by category.
Learn and analyze market data to improve trading strategies. View detailed chart analysis, set up alerts for price movements, and access educational content on technical analysis. Track stock and cryptocurrency prices in real time.
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Upload charts to receive AI-generated analysis of trends, patterns, and potential trade setups. Get suggested entry and exit levels, risk notes, and confidence scores. Build custom strategies with defined entry/exit rules and risk preferences.
Open an account remotely with the . Add a virtual card to Apple Pay and use it immediately. View balances, transfer funds, and pay bills directly. Manage accounts and set up alerts for transactions.
Learn financial concepts and track stock performance
Learn about personal finance through interactive lessons on budgeting, investing, and wealth management. Track stock performance and simulate trades. Set financial goals and receive progress reports. Sync with financial accounts for real-time data.
Check balances and transfer funds between accounts. Make loan payments and view transaction history. Pay bills through online banking. Find ATM and Shared Branch locations. Deposit checks remotely using camera.
Copy trade with principal protection, following professional strategies. Manage crypto assets, track performance, and set investment goals. Access social features, insurance options, and integrated gaming elements.
Calculate sales tax with a built-in calculator. Save item lists with tax amounts and totals. Perform reverse tax calculations. Sync with Apple Watch. View item details and totals in log mode.
The app helps users enhance their points experience and manage financial needs. Users can accumulate Tree Points, participate in tasks, access card services, and find exclusive offers.
View account balances, transaction history, and payment schedules. Send and receive money, set up recurring payments, and track expenses. Manage budgets, receive notifications, and access customer support.