YoFi is a multi-asset personal finance application designed to unify fiat expense tracking, stock portfolio monitoring, and cryptocurrency management into a single net worth aggregator. Replace fragmented financial tools with one centralized expense tracker and investment manager. 💼
Unified Expense Tracker and Budget Manager 💸
Track daily spending across multiple fiat wallets and bank accounts. The core expense tracker features a custom numeric keypad for rapid transaction entry. Assign categories to income and expenses to monitor overall cash flow accurately.
- Budget Planner: Set category-specific spending limits. The budget manager displays real-time remaining balances and spending health scores.
- Subscription Tracker: Manage recurring payments. Monitor billing cycles, next payment dates, and active subscription costs.
- Multi-Currency Accounts: Maintain distinct wallets for cash, savings, and foreign currencies.
Stock Portfolio and Equity Tracking 📈
Monitor equity investments alongside standard cash accounts to obtain a complete view of your personal finance.
- Real-Time Asset Data: Track daily profit and loss, top gainers, and top losers in your stock portfolio.
- Custom Watchlist: Keep target stocks and equities visible.
- Performance Analytics: Review stock price history through integrated charts and total holding values.
Crypto Tracker and DeFi Management 🪙
Integrate decentralized assets into your total net worth calculation.
- Crypto Wallet Balances: Track Bitcoin and other digital assets in real-time.
- Market History: Monitor 24-hour changes, market rank, and historical crypto pricing trends.
Financial Analytics and Reporting 📊
The reporting module visualizes spending patterns to improve personal finance decisions.
- Monthly Overview: Visual charts segment expenses by category.
- Cash Flow Tracking: Monitor net income, total expenses, and overall savings rate.
- Smart Insights: Analyze daily average spend and access advanced pattern analysis.
Data Privacy and Configuration 🔒
Base Currency Control: Standardize net worth calculations across the entire finance app.
- Privacy Mode: Hide balances for secure usage in public environments.
- Data Export: Maintain complete control over your financial records.
The all-in-one finance app and expense tracker for cash, crypto & stocks.