可以添加支持碎股定投计算或者碎股再平衡吗
现在很多券商支持美股碎股投资，希望可以完善这方面的功能
Free
With Ads
About
This app helps investors maintain their ideal asset allocation across global markets. It offers smart rebalancing tools for new funds or full portfolio adjustments, multi-currency support, and net worth tracking. Receive deviation alerts and manage liabilities for a complete financial overview.
✓Multi-market portfolio tracking
✓Smart rebalancing engine
✓Multi-currency support
✓Net worth tracking
✓Deviation alerts
✓Liability management
✓iCloud sync
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What's New in WealthPoise
3.3
October 14, 2026
• iCloud sync — your portfolio is backed up to iCloud automatically, so it stays with you when you reinstall or switch phones. You'll be reminded if iCloud is signed out. • Backup & restore — export your portfolio to a file in Settings and import it on any device. • Fractional shares — turn on "Allow Fractional Shares" for any holding to track and rebalance partial shares (up to 4 decimal places). • Cash entries can now be named, and the Portfolio screen shows subtotals for stocks, cash, and liabilities. • History records can be deleted, and history and cash/liability editing now show amounts converted to your display currency. • New Funds mode no longer suggests spending more than the amount you enter.
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FAQ
What markets does WealthPoise support?
WealthPoise supports tracking stocks and ETFs across Taiwan, US, Hong Kong, and Japan markets. It provides automatic price updates for these global markets.
How does WealthPoise help with rebalancing?
WealthPoise offers two rebalancing modes: 'New Funds' to optimally allocate new money without selling, and 'Full Rebalance' for precise buy/sell recommendations to match your target allocation.
Can WealthPoise track my liabilities?
Yes, WealthPoise allows you to track mortgages, car loans, personal loans, credit cards, and other liabilities alongside your investments for a comprehensive financial picture.
Does WealthPoise have ads?
Yes, WealthPoise contains advertisements. This allows the app to be offered for free to users.
How often is WealthPoise updated?
The latest version of WealthPoise is 3.3, and it was last updated on October 14, 2026. Updates ensure the app remains reliable and feature-rich.
What devices is WealthPoise available on?
WealthPoise is currently available for iPhone. It utilizes iCloud sync to seamlessly update your portfolio data across all your Apple devices.
How does WealthPoise handle different currencies?
WealthPoise supports multiple currencies including TWD, USD, JPY, EUR, GBP, HKD, and CNY. It automatically converts exchange rates so you can view your entire portfolio in your preferred currency.
What is the user sentiment for WealthPoise?
Based on the provided data, WealthPoise has a perfect 5.0-star rating from 1 review, indicating very positive initial user sentiment.
