Rebalancing - Portfolio Tool

See holdings scattered across several accounts in one place. Set a target weight for each, and when prices push those weights off target, the app tells you how many shares to buy or sell. No more spreadsheets. Covers listings in Korea and the United States. ■ Assets • Keep accounts apart — brokerage, ISA, retirement — and still see one combined total • Korean and US prices and the exchange rate are fetched for you • Unrealized gain and daily change, per account and per holding • Chart your total over a week, a month, or a year ■ Rebalancing • Set a target weight per holding and see how far each one has drifted • Only holdings past your threshold are flagged — small drift is left alone • Get the actual number of shares to buy or sell • Exchange rates and trading fees are built into the math • Putting money in or taking some out? The plan is calculated around it • Accounts that allow fractional shares are worked out to the decimal ■ Returns • Weekly, monthly, quarterly and yearly returns — pick any period • See which account and which holding contributed how much • Money paid in and taken out is excluded from the return ■ Transactions • Record buys and sells by date, quantity and price — share count and average cost follow on their own • Import a transaction file from your broker in one go ■ Save and share • Turn your assets, an adjustment plan, a period's returns, or a single holding into one image ■ Reminders • On the days you pick, hear how far your weights have drifted • When a month, quarter or year closes, hear what that period returned • Reminders are built on your device. Nothing promotional is ever sent ■ Who it's for • Anyone who rebalances stocks and ETFs on a schedule • Anyone holding across several accounts with no single view of the whole • Anyone who reaches for a calculator or a spreadsheet every single time • Anyone who wants to know how this month, or this quarter, actually went ■ Privacy • Portfolios, transactions and valuations stay on your device. They are never sent to a server • Fetching prices sends ticker symbols only — never your quantities or amounts • Back up and restore to carry everything to a new phone ■ Please note This app is a calculator for your own reference. It does not give investment advice and it does not place trades — orders go through your broker. Prices come from public data sources and can be delayed or wrong.