밸런스 - 포트폴리오 리밸런싱

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About this app

# Balance

Manage your portfolio more easily and systematically.

Balance is an asset management app that analyzes an investor's current asset weighting and provides rebalancing guides by comparing it to target weightings.

Check your current portfolio status at a glance without complex Excel calculations, and compare the historical performance of your asset allocation strategies.

## Key Features

### Portfolio Status Analysis

* Check total valuation assets, principal investment, and unrealized profit/loss

* View asset status based on real-time market prices

* Analyze returns and valuation amounts by asset

* Visualize portfolio composition weights

### Treemap Asset Visualization

* Provides a treemap that intuitively displays asset weights

* Color-coded returns and daily fluctuations

* Check the weight of held assets at a glance

### Rebalancing Guide

* Automatic analysis of current weight relative to target weight

* Identification of overweighted and underweight assets

* Provides buy and sell order guides

* Calculate transaction amounts required to maintain asset allocation

### Asset Composition Analysis

* Domestic Stocks

* Overseas Stocks

* ETFs

* Cash Assets

Analyzes the composition weights of various assets, including these.

### Sector Analysis

* GICS-based sector weight analysis

* Check concentration in specific industries

* Check portfolio diversification status

### Global Asset Allocation Guide

You can compare the characteristics and past performance of various asset allocation strategies.

Supported Strategies:

* All-Weather Portfolio

* 60/40 Portfolio

* Golden Butterfly

* Permanent Portfolio

* David Swensen Yale Model

* Ivy Portfolio

### Performance Comparison

* CAGR (Compound Annual Growth Rate) Comparison

* MDD (Maximum Drawdown) Comparison

* Performance Analysis by Year

* Checking Pros and Cons of Each Strategy

## Recommended for:

* Investors who want to systematically manage portfolio weighting

* Investors who require regular rebalancing

* Investors studying asset allocation strategies

* Investors managing portfolios from a long-term investment perspective

## Notice

Balance is a tool designed to provide investment information and facilitate portfolio management.

The information and analysis results provided in the app are for investment reference only and do not constitute a recommendation to buy or sell any specific financial product. All investment decisions and the resulting liability lie solely with the user.

Some market price information may be delayed or differ from actual market data depending on the circumstances of the provider.

What’s new

- 전체 포트폴리오 분석 기능 추가
- 전체 자산 분포 화면 개선
- 종목 차트 가격 표시 개선
- 가격 갱신 안정화