This app helps you manage your investment portfolio by calculating rebalances and periodic contributions. Set your target percentages for each fund and input new contributions or current holdings to receive precise investment recommendations.
1.0.4
March 21, 2020
New graph with percentage of your portfolio Difference percentage expected vs actual
To set up your portfolio, you need to enter the names and desired percentage allocation for each fund. This forms the basis for all future calculations within the app.
When you make a new contribution, enter the total amount you wish to invest. The app will then calculate the specific amount to invest in each fund based on your predefined portfolio percentages.
For rebalancing, you need to input the current amount of money you have in each fund. The app will then calculate whether you need to buy or sell specific funds and the exact amount of money to move.
Yes, Invest Rebalancing Calculator is free to use. The app is available at no cost to all users.
The app is free and contains ads. However, users can remove all advertisements permanently by watching a single promotional video.
Invest Rebalancing Calculator is designed for iOS devices, including iPhone, iPad, and iPod. It is not available on Android.
The latest version of Invest Rebalancing Calculator is 1.0.4, which was released on March 21, 2020. The app was initially released on March 18, 2020.
Invest Rebalancing Calculator has an age rating of 4+. This indicates it is suitable for users of all ages.
