# Invest Rebalancing Calculator — Investment Rebalance Calc > Investment portfolio calculator for rebalancing and periodic contributions. (iPhone/iPad app by Javier Hernandez Torres.) - Source: https://appshunter.io/ios/app/invest-rebalancing-calculator/id1503226206 (this page in markdown: same URL + `.md`) - Developer: [Javier Hernandez Torres](https://appshunter.io/developer/1358291254) - Category: Finance, Business - Price: Free - Rating: 2.00/5 from 2 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 11.0 · 50 MB - Languages: American English - Released: 2020-03-18 - Data updated: 2026-08-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/invest-rebalancing-calculator/id1503226206/reviews.md ## What is Invest Rebalancing Calculator? 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. ## Key features - Portfolio setup with names and percentages - Calculate investment amounts for new contributions - Determine buy/sell amounts for fund rebalancing - Track current fund holdings - Free to use ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/invest-rebalancing-calculator/id1503226206/reviews.md ### 1/5 — Not ready *2022-02-03* Needs to pull pricing data based on “identifier”. ### 3/5 — Great start *2021-01-12* 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 ## Frequently asked questions about Invest Rebalancing Calculator ### How do I set up my portfolio in Invest Rebalancing Calculator? 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. ### How does Invest Rebalancing Calculator handle new contributions? 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. ### What information is needed for rebalancing with Invest Rebalancing Calculator? 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. ### Is Invest Rebalancing Calculator free to use? Yes, Invest Rebalancing Calculator is free to use. The app is available at no cost to all users. ### Does Invest Rebalancing Calculator have ads? The app is free and contains ads. However, users can remove all advertisements permanently by watching a single promotional video. ### What devices is Invest Rebalancing Calculator compatible with? Invest Rebalancing Calculator is designed for iOS devices, including iPhone, iPad, and iPod. It is not available on Android. ### When was Invest Rebalancing Calculator last updated? 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. ### What is the age rating for Invest Rebalancing Calculator? Invest Rebalancing Calculator has an age rating of 4+. This indicates it is suitable for users of all ages. ## Version history (last 3 releases) ### 1.0.4 — 2020-03-21 New graph with percentage of your portfolio Difference percentage expected vs actual ### 1.0.2 — 2020-03-20 Spanish translation ### 1.0 — 2020-03-18 No release notes. ## Apps similar to Invest Rebalancing Calculator | App | Rating | Price | Category | | --- | --- | --- | --- | | [Trading Calculator](https://appshunter.io/ios/app/trading-calculator/id1534737957) | 5.0 (1) | Free | Finance | | [SIP & Loan Planner Calculator](https://appshunter.io/ios/app/sip-and-loan-planner-calculator/id6739682820) | 5.0 (1) | Free | Finance | | [Riskco Portfolio](https://appshunter.io/ios/app/riskco-portfolio/id1301147547) | — | Free | Finance | | [Military Retire Pay](https://appshunter.io/ios/app/military-retire-pay/id1515083854) | 4.7 (459) | $4.99 | Finance | | [Percent Pro](https://appshunter.io/ios/app/percent-pro/id1021251297) | — | Free | Finance | | [ETF Calculator](https://appshunter.io/ios/app/etf-calculator/id6443639781) | — | Free | Finance | ## More apps by Javier Hernandez Torres - [Team Maker - Random Squads](https://appshunter.io/ios/app/team-maker-random-squads/id1385060630) - [Guess the Character Quiz Game](https://appshunter.io/ios/app/guess-the-character-quiz-game/id1389016149) - [Randomizer - Random things](https://appshunter.io/ios/app/randomizer-random-things/id1436990916) - [Guess the Cartoon - Quiz Game](https://appshunter.io/ios/app/guess-the-cartoon-quiz-game/id1437279705) - [Facturas España Autónomos](https://appshunter.io/ios/app/facturas-espana-autonomos/id1444763830) - [One Page CV - PDF Resume](https://appshunter.io/ios/app/one-page-cv-pdf-resume/id1451477238) All apps by Javier Hernandez Torres: https://appshunter.io/developer/1358291254 ## Related topics [investment calculator fin pro](https://appshunter.io/ios/topics/investment-calculator-fin-pro) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*