WealthPoise

Keep your investments perfectly balanced across global markets. Smart rebalancing for TW, US, HK, and JP stocks & ETFs.

WealthPoise helps you maintain your ideal asset allocation across global markets. Whether you invest in TW, US, HK, or JP stocks and ETFs, WealthPoise calculates exactly how to rebalance your portfolio with a single tap.

KEY FEATURES

• Multi-Market Portfolio Tracking Track stocks and ETFs across Taiwan, US, Hong Kong, and Japan markets with automatic price updates.

• Smart Rebalancing Engine Two rebalancing modes to fit your strategy:

• New Funds: Allocate new money optimally without selling existing positions
• Full Rebalance: Get precise buy/sell recommendations to match your target allocation

• Multi-Currency Support Supports TWD, USD, JPY, EUR, GBP, HKD, and CNY. Automatic exchange rate conversion lets you see your entire portfolio in your preferred currency.

• Net Worth Tracking Monthly snapshots record your total assets, liabilities, and net worth over time. Visualize your wealth trend with interactive charts.

• Deviation Alerts Set a threshold and receive notifications when any asset drifts too far from its target allocation. Stay on top of your portfolio without constant checking.

• Liability Management Track mortgages, car loans, personal loans, credit cards, and other liabilities alongside your investments for a complete financial picture.

• iCloud Sync Your portfolio data syncs seamlessly across all your devices via iCloud.

• Background Price Refresh Prices update automatically in the background so your portfolio is always up to date.

WealthPoise is designed for disciplined investors who believe in the power of systematic rebalancing. Simple, focused, and effective.