Rebalancy: ETF Rebalancing
iOS app by Han Jun Jian. Finance · Han Jun Jian
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.3.1
- Listing last refreshed
- 2026-09-10
View the original store listing
Store description excerpt
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.
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