Rebalancer

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

README.md

Rebalancer

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

Links

Dependency projects

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