The Rich Book

Android app by pickMe. Finance · pickMe

Store rating
Unknown
Store rating count
Unknown
Download price
Free to download
In-app purchases
Not listed in captured metadata
Version
VARY
Listing last refreshed
2026-09-14

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Store description excerpt

## Core Concepts ### Problem Identification - When an individual manages multiple investment accounts, different strategies and rules apply to each account. - Relying on "memory" can lead to mistakes and inconsistencies. - **The system should manage automatically** ### Solution Set independent management rules for each account, and the system automatically tracks, notifies, and suggests changes. ## Key Features ### 1. Multi-Account Management - Unlimited account registrations possible - Each account has its own settings. ### 2. Account-Specific Settings #### Target Setting - Target Amount - Target Achievement Deadline - Target Return #### Weight Management - Set Allowable Weights by Asset - Cash Weight Target - Weight Limits by Sector/Theme #### Rebalancing Rules - Rebalancing Criteria (Deviation %, Period, etc.) - Set Automatic Notifications - Rebalancing Suggestion Function ### 3. Monitoring & Reporting - Current Status Dashboard for Each Account - Progress Against Targets - Weight Deviation Alert - Performance Analysis (Rate, Benchmark Comparison, etc.) ### 4. System Automation - Automatic checks based on established rules - Notifications sent when conditions are met - Rebalancing simulation provided

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