# Refolio — Portfolio Tracker & Rebalance

> Portfolio Tracker & Rebalance (iPhone/iPad app by Yunshi Shi.)

- Source: https://appshunter.io/ios/app/refolio/id6786180422 (this page in markdown: same URL + `.md`)
- Developer: [Yunshi Shi](https://appshunter.io/developer/1702166314)
- Category: Finance
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 26.0 · 8 MB
- Languages: American English
- Released: 2026-07-09
- Data updated: 2026-09-19
- User reviews in markdown: https://appshunter.io/ios/app/refolio/id6786180422/reviews.md

## What is Refolio?

Refolio is a clean portfolio tracker for stocks and cash, designed to help you understand where your money is allocated and how your holdings change over time.

Track multiple portfolios, organize assets by allocation, review holding values, and monitor performance across useful time ranges. Refolio keeps the experience focused: no noisy feeds, no trading distractions, just a clear view of your portfolio.

When you are ready to rebalance, Refolio helps you plan adjustments before you act. Refolio Plus unlocks guided rebalance plans, expanded stock holdings, and multiple portfolios.

Key features:
• Track stock and cash holdings
• Organize assets by custom allocations
• View portfolio allocation and holding values
• Review performance across useful time ranges
• Plan portfolio rebalancing before making changes
• Unlock advanced tools with Refolio Plus

Refolio is for informational and planning purposes only. It does not provide investment, tax, legal, or financial advice and does not execute trades.

Refolio only supports U.S.-listed stocks.

Terms of Use: https://refolio.pages.dev/terms

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Refolio Plus | $2.99 | per month |



## Version history (last 3 releases)

### 1.0.3 — 2026-07-27

Refined the interface for a cleaner, more polished experience.

### 1.0.2 — 2026-07-20

Updated App Store metadata to better describe Refolio and improve discoverability.

### 1.0.1 — 2026-07-09

No release notes.

## More apps by Yunshi Shi

- [BeDrop](https://appshunter.io/ios/app/bedrop/id6805038615)

All apps by Yunshi Shi: https://appshunter.io/developer/1702166314

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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 2026-09-19.*