Invest Rebalancing Calculator ٤+

Name: Invest Rebalancing Calculator
Rating: 2 (2 reviews)
Author: Javier Hernandez Torres

Javier Hernandez Torres

مصمم لـ iPad

- ٢٫٠ - ٢ من التقييمات

- مجانًا

الوصف

Index funds and portfolio calculator. Calculate rebalances and periodic investments of your finances by percentage on each fund.

* How to use

- First of all you need to set up your portfolio: names, identifiers and percentage that you want to achieve.

- When you are done with this, you can now make a new contribution. For doing so, just enter the total amount you want to spend. The app will calculate the amount you must invest on each fund, based on the percentage you decided on your portfolio.

- Then, when you want to make a rebalance on your funds, you must simply add the amount of money you have on each fund. The app will calculate if you must buy or sell on each fund, and the money to move.

The app is free and contains ads, but you can remove all the ads for free and forever by watching a single promotional video ad.

٢١ مارس ٢٠٢٠

الإصدار 1.0.4

New graph with percentage of your portfolio
Difference percentage expected vs actual

٢٫٠ من ٥

٢ من التقييمات

Great start

Nice app. Would it be more appropriate to combine the rebalance and contribution function. If I’m adding money it should be allocated to the holding that needs rebalanced. Currently only looks at target. Thanks

Not ready

Needs to pull pricing data based on “identifier”.

لم يقدم المطور(ة) Javier Hernandez Torres، تفاصيل عن ممارسات الخصوصية الخاصة به وعن معالجة البيانات المرسَلة إلى Apple. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.