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Portfolio Rebalancer

價格:免費

更新日期:2018-10-06

檔案大小:2.7M

目前版本:1.5.1

版本需求:Android 2.1 以上版本

官方網站:mailto:johnnyd50@gmail.com

Portfolio Rebalancer(圖1)-速報App

Using the Portfolio Rebalancer you can create a list of securities by either entering them manually or loading them from a file.

Portfolio Rebalancer(圖2)-速報App

For each security you enter a Security Symbol, the desired percentage of your portfolio for this security, and the current value of the security.

Portfolio Rebalancer(圖3)-速報App

When you tap the Rebalance button the app will go through 12 different algorithms to determine the fewest number of transactions that will achieve your goal.

Portfolio Rebalancer(圖4)-速報App

The results are displayed to you to be save or shared in a number of different ways.

Please note that in this description we use the word "security" loosely to represent stocks, bonds, mutual funds, ETFs, or any other type of holding.