# Level: Portfolio Rebalancing — Investment & goal planner

> Investment & goal planner (iPhone/iPad app by Ana Leticia Camargos.)

- Source: https://appshunter.io/ios/app/level-portfolio-rebalancing/id6814604400 (this page in markdown: same URL + `.md`)
- Developer: [Ana Leticia Camargos](https://appshunter.io/developer/1566187634)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 26.0 · 29 MB
- Languages: American English, Brazilian Portuguese, European Spanish
- Released: 2026-10-07
- Data updated: 2026-10-26

## What is Level?

Rebalance your portfolio every time you invest. You set how much you want in each asset class, and with every new contribution Level shows exactly where to put the money to keep your portfolio in balance, without selling anything.

KNOW WHERE TO INVEST NEXT
Enter how much you want to invest. Level first sets apart the share for your emergency reserve and your pension. The rest goes to the classes that are below target, in proportion to each gap. You see the amount for every class and subclass before you confirm.

YOUR PORTFOLIO, IN BALANCE
See every class against its target, how far above or below it is, and what is out of balance. You choose the tolerance that you accept.

YOUR STRATEGY, YOUR WAY
Create classes and subclasses, set your target asset allocation, and change the order as you like. The targets add up to 100%, and the app uses this structure to calculate every contribution.

SEE HOW FAR YOUR WEALTH GOES
Add goals such as a trip, a home down payment or retirement. Level projects your wealth in three scenarios (pessimistic, expected and optimistic) and shows whether each goal is on track.

RESERVE AND PENSION IN ONE PLACE
Track your emergency reserve and your pension next to your portfolio, and see your total wealth.

AND MORE
• Update your portfolio values whenever you want
• Weekly or monthly reminder to invest
• Hide all values with one tap
• Explore the app with an example portfolio before you enter your own

PRIVACY
Your financial data stays on your iPhone. Level has no sign-up, shows no ads, and does not track you.

LEVEL PRO
Level Pro gives you unlimited goals in the projection and portfolio analytics, class by class. Without Level Pro, you can keep up to two goals.
• Monthly or yearly subscription, with a 1-week free trial
• Payment is charged to your Apple Account at confirmation of purchase, after the free trial
• The subscription renews automatically unless you cancel at least 24 hours before the end of the period
• Manage or cancel in Settings → [your name] → Subscriptions

Level is a planning tool. It does not move money, does not connect to banks or brokers, and does not give investment advice. Projections are estimates, not guaranteed returns.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://anacamargos.github.io/level-privacy/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Level Pro Monthly | $1.99 | per month |
| Level Pro Annual | $17.99 | per year |


## Is Level safe?

Not enough ratings yet to assess Level.

## Is Level legit?

Level: Portfolio Rebalancing has limited verification signals. The AppsHunter Legitimacy Score for Level is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 1 release)

### 1.0 — 2026-10-07

No release notes.

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## Related topics

[rebalancing](https://appshunter.io/ios/topics/rebalancing)

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*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 2026-10-26.*