Created: 2012-03-25 09:39
Updated: 2015-01-09 20:43


Investment portfolio balancing / management application for iPhone and iPad.

Features / Functionality

  • Search for stock symbols from major global stock exchanges list
  • Select stocks or mutual funds that you have in your portfolio
  • Construct your portfolio
  • Add the number of shares you own in your portfolio
  • Add your asset allocation (percentage)
  • App will tell you how close your portfolio is to desired asset allocation
  • App will notify you that its time to rebalance if your allocation is off by more than set percentage (default 5%)
  • App will tell you how many shares or how much in dollars to buy or sell to achieve a balanced portfolio
  • App will tell you what percentage to buy in order to stay balanced when you add money to your portfolio


Dependency projects

Cookies help us deliver our services. By using our services, you agree to our use of cookies Learn more