Rebalance

Rebalance helps DIY ETF investors keep their portfolios aligned with their target allocations without complicated spreadsheets.

Create a portfolio, add your ETFs, set your target percentages, and see at a glance whether your holdings are balanced or drifting. When it is time to contribute or rebalance, Rebalance calculates the share amounts needed to bring your portfolio back toward target.

Whether you review your investments monthly, quarterly, or once a year, Rebalance gives you a simple way to stay organized and intentional.

Features
- Create and manage multiple ETF portfolios
- Set custom target allocations for each holding
- Track actual allocation, drift, share count, and value
- Calculate brokerage fees on each rebalance
- Choose your rebalance threshold
- Calculate rebalancing trades using new contributions
- Support for CAD and USD portfolios
- Share portfolio setups with QR codes
- Simple, focused design built for DIY investors

Rebalance is designed for investors who already know what they want to own and just need a clean tool to help keep everything in balance.
Important:

Rebalance does not provide investment, financial, tax, or legal advice. Calculations are for informational purposes only. Always review trades carefully before placing orders with your brokerage.

All data is stored locally on your device. We do not keep any data on your portfolio or share counts.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/