Features & Capabilities

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.

User Growth & Download Statistics

App
By:
Javier Hernandez Torres
Version:
1.0.4 Last updated: 2020-03-21
Version code:
835208079
Creation date:
2020-03-18
Compatible devices:
Size:
50.04MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-07
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Javier Hernandez Torres
Apple Apps Store
https://apps.apple.com/ch/app/invest-rebalancing-calculator/id1503226206?l=en-GB
Website:
https://jahertor.com

User Reviews

Needs to pull pricing data based on “identifier”.
by fu*****, 2022-02-03

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
by Se*****, 2021-01-12
View all user reviews ›

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