Practical Financial Tools

Simplify your financial management with our online tools.

a bit coin sitting on top of a pile of black rocks
a bit coin sitting on top of a pile of black rocks
person using silver MacBook
person using silver MacBook
a close up of a person playing a board game
a close up of a person playing a board game
turned-on MacBook
turned-on MacBook
silver round coins on white box
silver round coins on white box
1. Investment Return Calculator

Calculate the expected return on your investments to assess potential gains.

Features:

  • Input initial investment amount, expected annual return rate, investment period

  • Generate investment growth charts

a wooden rocking chair sitting on top of a yellow floor
a wooden rocking chair sitting on top of a yellow floor
2. Retirement Planning Simulator

Estimate the amount you need to save for retirement and create a reasonable plan.

Features:

  • Set retirement age and expected living expenses

  • Calculate the monthly savings needed

turned-on MacBook Pro
turned-on MacBook Pro
man in black crew neck t-shirt writing on white board
man in black crew neck t-shirt writing on white board
3. Budget Management Tool

Help you track income and expenses to optimize personal or family budgets.

Features:

  • Category and record expense items

  • Provide monthly and annual financial reports

4. Risk Assessment Questionnaire

Assess your risk tolerance to guide your investment portfolio allocation.

Features:

  • Complete multiple-choice questions

  • Receive a personalized risk assessment report

black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
5. Tax Calculator

Quickly calculate annual taxes payable to assist with tax planning.

Features:

  • Input income, investment gains, deductible item

  • Calculate taxes due and potential tax savings