Investment portfolio balancing / management application for iPhone and iPad.
- 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