Best Invest Rebalancing Calculator Apps

2.0(2 ratings)

Free

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This app helps you manage your investment portfolio by calculating rebalances and periodic contributions. Set your target percentages for each fund and input new contributions or current holdings to receive precise investment recommendations.

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts

Strong Contender

4.8😐(66K ratings)

FreeAds

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Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for long-term wealth growth. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service
🏆 Positive investment returns

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process
🔒 Security issues with account access
🙅‍♀️ Lack of transparency and communication

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

Rebalancing at withdrawal

4.8😞(424K ratings)

Free

#50in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

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Calculate ETF savings plan returnsProject investment performanceInput custom parameters

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