Dumori — Portfolio Tracker

Allocation & Rebalancing

Only for iPhone

Free

iPhone

Your portfolio, organised your way. Set your own targets, plan your next contribution and see the gap to rebalance. Dumori is a portfolio tracking and allocation planning tool for people who invest on their own. Record what you actually hold, organise it into Groups, set the targets you want, and see the gap between where you are and where you want to be. THE CORE LOOP Actual → Target → Drift → Next Contribution → Stay on Track TRACK YOUR HOLDINGS • Record your real buys and sells — every holding, in its own currency • See your recorded value, day change and Group breakdown in one view • Review performance using time-weighted return, a measure designed to separate the effect of deposits and withdrawals ORGANISE WITH GROUPS • Build Groups that match how you invest (for example Tech, Index, Cash) • Move a holding between Groups at any time • See how your portfolio is allocated across those Groups SET YOUR OWN TARGETS • Give each Group a target weight • Lock the ones you don't want to move while you adjust the rest • Your targets are yours — every Dumori calculation uses them as its basis PLAN YOUR NEXT CONTRIBUTION Enter an amount and see how it could be allocated across your groups based on the targets you set. SEE THE GAP. REBALANCE YOUR WAY. See group-level amounts that would move your portfolio closer to the targets you set. PERFORMANCE AND HISTORY • Follow value, profit and loss, time-weighted return and allocation over time • History is shown only as far back as real data exists — Dumori does not invent earlier values MULTIPLE CURRENCIES • View your recorded portfolio in the currency you choose • Each holding keeps its native currency — USD, HKD, CNY, AUD and more PRIVACY Your portfolio records, transactions, Groups, Targets and settings are stored locally on your device. To provide security search, market prices, historical market data and currency conversion, Dumori sends requested security symbols or currency pairs to third-party data services. Standard network information such as an IP address may also be received by those services as part of the request. PRICES Market prices and exchange rates are supplied by third-party services and may be delayed, incomplete or unavailable. They are provided only for informational portfolio valuation and should not be relied on for trading. Dumori v1.0 places no limit on active holdings and includes no in-app purchases. Dumori is an information and planning tool. It is not a broker, does not execute trades, does not connect to a brokerage, does not recommend securities, and does not provide investment, tax or legal advice. Invest and Rebalance results are calculations derived solely from the targets you set.

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

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    Information

    Seller
    Chenwen GE
    Size
    4.9 MB
    Category
    Finance
    Compatibility
    Requires iOS 18.0 or later.
    • iPhone
      Requires iOS 18.0 or later.
    Languages
    English and Simplified Chinese
    Age Rating
    4+
    Copyright
    © 2026 Chenwen Ge
  • Developer Website
  • Privacy Policy

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