Invest Rebalancing Calculator 4+
Investment Rebalance Calc
Javier Hernandez Torres
Designed for iPad
-
- Free
Screenshots
Description
Index funds and portfolio calculator. Calculate rebalances and periodic investments of your finances by percentage on each fund.
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.
What’s New
Version 1.0.4
New graph with percentage of your portfolio
Difference percentage expected vs actual
Ratings and Reviews
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”.
App Privacy
The developer, Javier Hernandez Torres, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Information
- Seller
- Javier Hernandez Torres
- Size
- 52.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2020 Javier Hernández Torres
- Price
- Free