Investing and Rebalancing

XIRR Returns,Pledge Management

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Rebal is a portfolio management tool built specifically for index investors. Managing your portfolio shouldn't be complicated. Rebal helps you track US stocks, gold, ETFs, and sub-brokerage assets in the simplest way possible, offering automated rebalancing suggestions to keep your asset allocation right on target. — At-a-Glance Dashboard — ・Net worth, total assets, and total liabilities displayed on a single, clean card. ・Interactive pie charts for a real-time view of your asset distribution. ・Asset growth trend charts supporting timeframes from 1 week to "All Time." ・Precise calculation of Total Return and Annualized Return (XIRR). — Buy Low, Sell High • Smart Rebalancing — Switch between Accumulation and Retirement modes with just one tap: 【Accumulation Phase】 Enter your planned investment amount, and Rebal automatically calculates which assets to add and how many shares to buy, ensuring your portfolio stays perfectly aligned with your target allocation. 【Retirement Withdrawal】 Input your required monthly living expenses, and Rebal tells you exactly which assets and how many shares to sell, while securely managing your maintenance margin to prevent margin calls. — Painless Import • Brokerage Statement Support — ・CSV Import: Supports statements from major brokers like Fubon, Cathay, Yuanta, and more. ・OCR Scanning: Snap a photo of your statement to automatically recognize transaction details. ・Smart Matching: Auto-detects duplicate transactions to avoid double-counting. ・Example Downloads: Built-in CSV templates make getting started a breeze. — Margin Loans & Risk Management — ・Stock Margin Loan Tracking: Real-time monitoring of your maintenance margin. ・Traffic Light Warning System: Clear Safe, Warning, and Danger indicators. ・Margin Call Price Calculation: Always know your risk boundaries. ・Amortized Loan Support: Automatically generates monthly repayment schedules. ・Repayment Reminders: Never miss a due date again. — More Thoughtful Features — ・Dividend Management: Auto-loads dividend records with options for cash payouts or reinvestment (DRIP). ・Multiple Portfolios: Manage multiple accounts simultaneously. ・Face ID / Touch ID Lock: Keep your financial privacy secure. ・Dark Mode: A comfortable, eye-friendly experience. ・iCloud Sync: Seamlessly migrate data across devices (Premium). — Privacy First • Zero Servers — Your financial data lives exclusively on your iPhone. Rebal uses zero servers, collects zero data, and tracks zero behavior. All calculations are performed entirely on-device for genuine privacy protection. — Subscription Plans — Enjoy basic asset tracking and rebalancing features completely free. Upgrade to Premium to unlock the full experience: ・Monthly Subscription: NT$60/month ・Annual Subscription: NT$590/year (Just NT$49/month — save 18%) ・Lifetime Access: NT$1,490 (Pay once, use forever) All plans come with a 7-day free trial. You can cancel at any time. Payment will be charged to your iTunes Account. Subscriptions automatically renew unless auto-renew is turned off at least 24-hours before the end of the current period. You can manage or cancel your subscription anytime in Settings > Apple ID > Subscriptions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://percy10442.github.io/rebal-legal/privacy.html

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4.1 Update • Added bottom banner ads to the free version to assist with ongoing maintenance and development. • No ads during the 7-day trial period, monthly/annual subscriptions, and lifetime purchase plans. • Upgraded "Lifetime Purchase" for a one-time payment that permanently removes ads. • New Charles Schwab OCR recognition example (US stock statement). • Multiple detail optimizations and stability improvements.

Version 4.1

The developer, CHIA HAO CHANG, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Location
    • Identifiers
    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Location
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • CHIA HAO CHANG
Size
  • 31.4 MB
Category
  • Finance
Compatibility
Requires iOS 18.0 or later.
  • iPhone
    Requires iOS 18.0 or later.
  • iPad
    Requires iPadOS 18.0 or later.
  • Mac
    Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 2.0 or later.
  • Apple Watch
    Requires watchOS 10.0 or later.
Languages
  • English and Traditional Chinese
Age Rating
4+
In-App Purchases
Yes
  • Rebal Pro Lifetime $79.99
  • Rebal Pro Yearly $29.99
  • Rebal Pro Monthly $3.99
  • Learn More
Copyright
  • © 2026 Chia Hao Chang
  • Developer Website
  • Privacy Policy

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