Rebalancy: ETF Rebalancing

How many shares to buy

Only for iPhone

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

iPhone

Set VOO 60 and BND 40. See how many shares to buy or sell this time. Free to calculate. Pro is a one-time purchase, not a subscription. No ads, no tracking, no account. Set VOO 60% and BND 40%. Rebalancy fetches quotes, compares them with what you hold, and tells you how many shares to buy or sell. It is a calculator you use before you place an order, not a portfolio dashboard. [TWO MODES] • Standard rebalance: buys and sells to bring positions back to target • Contribution rebalance: buys only, from the amount you are investing this time [MARKETS] • US stocks and ETFs, priced in dollars (VOO, BND, VTI), quoted from Yahoo Finance • Taiwan listings and ETFs, priced in New Taiwan dollars (0050, 00878), quoted from the Taiwan Stock Exchange with a fallback source • One strategy covers one market, with no currency conversion between them [SETUP AND CALCULATION] • Target weights are yours to set, totalling 100% • Whole-lot mode for markets that trade in fixed lots • Drift threshold from ±1% to ±10%; nothing is suggested while you are inside it • Cash can be counted as part of the allocation [RECORDS] • Buys, sells and transfers are kept as entries; holdings are derived from them • Record dividends you received • Every rebalance you carry out is kept • Deleted strategies and history go to the trash first [REMINDERS] • Contribution reminder: opens with the amount you plan to invest, using the latest prices • Drift reminder: notifies you when your primary strategy drifts past the threshold, checked ahead of that market's open [STRATEGIES AND ACCOUNTS] • A strategy is one set of target weights. Switching strategies is a different view of the same holdings • Positions with a recorded purchase price show the change against your last buy • Accounts keep each brokerage separate, with transfers between them [WHAT COSTS MONEY] • Free: rebalancing, quotes, transactions, dividends, history, both markets • Rebalancy Pro is a one-time purchase, not a subscription: it lifts the limit of one strategy and one account, and turns on iCloud sync • No ads, no tracking, no account. Data stays on your device, and in your own iCloud private database once sync is on This app is a calculator for your own planning and is not investment advice. Quotes may be delayed; check with your broker before placing an order.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

Improved • VoiceOver now reads amounts with the full currency name (1,234 US dollars), instead of spelling out the symbol. Fixed • Share counts use the right singular and plural forms (1 share, 2 shares), along with the other sentences that carry a count. • The confirm button on the tracking start sheet read "Settings"; it now reads "Set".

Version 1.3.1

The developer, Han Jun Jian, 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 Not Collected

    The developer does not collect any data from this app.

    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
    • Han Jun Jian
    Size
    • 5.7 MB
    Category
    • Finance
    Compatibility
    Requires iOS 17.0 or later.
    • iPhone
      Requires iOS 17.0 or later.
    • Mac
      Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English and Traditional Chinese
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    • © 2026 Hurious
  • Developer Website
  • Privacy Policy