# Rebalancy: ETF Rebalancing — How many shares to buy

> How many shares to buy (iPhone/iPad app by Han Jun Jian.)

- Source: https://appshunter.io/ios/app/rebalancy-etf-rebalancing/id6792487516 (this page in markdown: same URL + `.md`)
- Developer: [Han Jun Jian](https://appshunter.io/developer/1881187287)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 17.0 · 5 MB
- Languages: American English, Chinese (Traditional, Taiwan)
- Released: 2026-08-30
- Data updated: 2026-09-22
- User reviews in markdown: https://appshunter.io/ios/app/rebalancy-etf-rebalancing/id6792487516/reviews.md

## What is Rebalancy?

Set VOO 60% and BND 40%. Rebalancy fetches quotes, compares them with what you hold, and tells you how many shares to buy or sell. It is a calculator you use before you place an order, not a portfolio dashboard.

[TWO MODES]
• Standard rebalance: buys and sells to bring positions back to target
• Contribution rebalance: buys only, from the amount you are investing this time

[MARKETS]
• US stocks and ETFs, priced in dollars (VOO, BND, VTI), quoted from Yahoo Finance
• Taiwan listings and ETFs, priced in New Taiwan dollars (0050, 00878), quoted from the Taiwan Stock Exchange with a fallback source
• One strategy covers one market, with no currency conversion between them

[SETUP AND CALCULATION]
• Target weights are yours to set, totalling 100%
• Whole-lot mode for markets that trade in fixed lots
• Drift threshold from ±1% to ±10%; nothing is suggested while you are inside it
• Cash can be counted as part of the allocation

[RECORDS]
• Buys, sells and transfers are kept as entries; holdings are derived from them
• Record dividends you received
• Every rebalance you carry out is kept
• Deleted strategies and history go to the trash first

[REMINDERS]
• Contribution reminder: opens with the amount you plan to invest, using the latest prices
• Drift reminder: notifies you when your primary strategy drifts past the threshold, checked ahead of that market's open

[STRATEGIES AND ACCOUNTS]
• A strategy is one set of target weights. Switching strategies is a different view of the same holdings
• Positions with a recorded purchase price show the change against your last buy
• Accounts keep each brokerage separate, with transfers between them

[WHAT COSTS MONEY]
• Free: rebalancing, quotes, transactions, dividends, history, both markets
• Rebalancy Pro is a one-time purchase, not a subscription: it lifts the limit of one strategy and one account, and turns on iCloud sync
• No ads, no tracking, no account. Data stays on your device, and in your own iCloud private database once sync is on

This app is a calculator for your own planning and is not investment advice. Quotes may be delayed; check with your broker before placing an order.

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Rebalancy Pro | $2.99 | one-time |



## Version history (last 4 releases)

### 1.3.1 — 2026-08-31

Improved
• VoiceOver now reads amounts with the full currency name (1,234 US dollars),
  instead of spelling out the symbol.

Fixed
• Share counts use the right singular and plural forms (1 share, 2 shares),
  along with the other sentences that carry a count.
• The confirm button on the tracking start sheet read "Settings"; it now
  reads "Set".

### 1.3.0 — 2026-08-30

New
• US market: build a strategy for US stocks and ETFs by ticker (VOO, BND and so
  on), with amounts in US dollars. Included in the free tier; Rebalancy Pro is
  not required.
• English interface: follows the system language, with numbers, currency and
  dates formatted for your region.

Improved
• Amounts and share counts follow the market: NT$ for Taiwan, US$ for the US,
  and fractional share balances are now visible.
• Market status (open / closed) follows each market's own trading hours.
• Long explanatory text is collapsed behind a "?" help button.

### 1.2.1 — 2026-08-28

新增
・策略頁每一列顯示「較上次買入 ±%」：拿現價比這一檔最後一筆買進的成交價，
　文案帶上那筆的日期。這是價格比較，不是損益（成交價不含費稅，基準只有
　最後那一筆）。
・iCloud 同步：同一個 Apple 帳號的裝置看同一份持股、策略與紀錄。預設關閉，
　在「設定 → 同步」開啟，需要 Rebalancy Pro。資料存放在你自己的 iCloud
　私有資料庫。
・全新安裝可以直接從 iCloud 還原舊資料，不必先建一個用不到的策略。
・垃圾桶：刪掉的策略與執行紀錄先進垃圾桶，可以復原，也可以永久刪除。
・同步待確認：兩台裝置各記一次造成的重複分錄、重複執行紀錄，交給你決定
　怎麼處理，不會自動猜。
・帳戶：分別記錄各家券商的持股，並在帳戶之間轉倉。
・交易紀錄：買賣與轉倉都留下分錄，庫存由紀錄推導，可隨時重建檢查。
・配息紀錄：手動記錄領到的股利。
・策略計算範圍：每個策略可以只追蹤自己的成員標的。
・Rebalancy Pro：一次買斷，解鎖多個策略、多個帳戶與 iCloud 同步。再平衡
　計算、報價、交易與配息紀錄維持免費；在此之前建立的策略與帳戶不受影響。

改進
・新增策略改成分步引導，可以直接從現有持股建立。
・記錄執行結果可以指定日期，手續費欄預設 0。
・偏離提醒深夜（23:00–06:00）不發送。
・持股頁分辨「尚未持有」與「已出清」。
・頁面轉場與從左邊緣滑動返回。

修正
・股數變成負數時的通知會指出是哪一檔、現在剩幾股。
・目標比例改成整組儲存，同步途中被拆散時會自動還原成上次存檔的那組。

### 1.0 — 2026-07-29

No release notes.

## Apps similar to Rebalancy

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [大盤不止正2](https://appshunter.io/ios/app/2/id6760650602) | — | Free | Finance |
| [Asset Rebalancer](https://appshunter.io/ios/app/asset-rebalancer/id6760184993) | — | Free | Finance |
| [US ETF Dividend Assistant](https://appshunter.io/ios/app/us-etf-dividend-assistant/id6759612675) | — | Free | Finance |
| [Investing and Rebalancing](https://appshunter.io/ios/app/investing-and-rebalancing/id6759631692) | — | Free | Finance |
| [產業帝國](https://appshunter.io/ios/app/id6809654946) | — | Free | Finance |
| [Sennaby](https://appshunter.io/ios/app/sennaby/id6757460977) | — | Free | Finance |

---

*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 2026-09-22.*