基金A寶 vs Rebalancy

基金A寶是一款設計簡單、功能強大的基金管理工具，讓您隨時隨地輕鬆查詢各大基金的排行、選擇自選基金、查看基金詳細資料、比較基金表現，並計算長期存股收益，全面提升您的投資效率與財務規劃。 【即時基金排行榜】 隨時掌握市場上最熱的基金！基金A寶提供即時的基金排行，讓您輕鬆了解市場走勢，幫助您快速找到表現優異的基金，無論是短期投資還是長期配置，基金A寶都能助您一臂之力。 【自選基金】 為您量身打造的基金管理功能！選擇您感興趣的基金，隨時查看基金的最新動態，輕鬆追蹤自選基金的表現，讓您的投資組合變得更加靈活和高效。 【基金詳細資訊】 深入了解每支基金的歷史績效、風險評估、基金經理人等詳細資料。基金A寶幫助您全方位了解每個基金的運作方式和表現，從而做出最明智的投資決策。 【基金比較工具】 輕鬆比較多支基金的績效關鍵指標。無論是選擇成長型基金還是穩定型基金，基金A寶的比較工具都能讓您在選擇基金時更加精準。 【配息資訊】 了解您的基金收益！基金A寶提供詳細的配息資訊，包括配息日期、配息金額等，讓您輕鬆掌握每支基金的現金流，實現穩定的財富增值。 【存股計算器】 用基金A寶的存股計算器，幫助您預測長期投資的回報。無論您是穩健型投資者還是增長型投資者，都能輕鬆計算不同情境下的投資收益，制定更好的長期理財計劃。 基金A寶，專為基金投資者量身打造，無論您是新手還是資深投資者，都能輕鬆上手，快速了解基金市場動態，助您在投資路上更進一步。立即下載基金A寶，開啟您的理財新篇章！

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.