리비카 - 포트폴리오 리밸런싱
Contains adsIn-app purchases
Everyone
info
100+
Downloads
About this app
📱 Key Features
1. Real-time Asset Management & Visualization
- Support for All Assets: Manage stocks, cash, gold, and cryptocurrencies all in one place.
- Real-time Total Calculation: Displays your true total assets by reflecting real-time market prices and exchange rates.
- Intuitive Pie Chart: Compare and analyze the gap between your target weight and current weight at a glance.
2. Precise Rebalancing Calculation
- Automatic Buy/Sell Calculation: Simply set your target weight, and it calculates accurately down to the last won.
- Clear Guidance: Along with 'Buy / Sell / Hold' decisions, it immediately tells you how many shares to buy or sell.
- Stock Mode: Fully supports rebalancing not only for asset classes but also for individual stocks.
3. Smart Investment Review & Analysis
- AI Portfolio Analysis: AI analyzes the risk and expected return of your assets and provides customized strategy guides.
- Portfolio Snapshot: Save your asset status at a specific point in time to compare and analyze it against historical data.
4. Safe and Comfortable User Environment
- Secure Cloud Backup: Data is securely synchronized even when changing devices via Firebase integration.
- Customizable UI: Supports high-contrast minimal design, dark mode, and text size adjustment.
💡 How to Use in Just 3 Seconds
- Add Assets: Enter the assets you hold and their quantities.
- Set Goals: Set your desired portfolio weight (%).
- Execute Rebalancing: Simply buy or sell according to the app's calculations, and you're done!
🎯 Recommended for:
- Those who practice weight-based investing (rebalancing), such as All-Weather or static asset allocation.
- Those who found it bothersome to calculate exchange rates and manually enter rebalancing quantities in Excel every time.
- Those who wanted to view the status of their diversified assets neatly in real-time charts.
🔒 Data is securely encrypted and stored via Google login.
Produced by: Jwikkori Investment Research Institute
[Logos and Trademarks]
Corporate logos and trademarks displayed on the Assets and Portfolio screens within the app are the property of their respective rights holders. They are provided for the purpose of identifying assets held and do not imply any partnership, sponsorship, or endorsement relationship with the companies concerned.
[External Services]
Logos provided by Logo.dev (https://logo.dev)
1. Real-time Asset Management & Visualization
- Support for All Assets: Manage stocks, cash, gold, and cryptocurrencies all in one place.
- Real-time Total Calculation: Displays your true total assets by reflecting real-time market prices and exchange rates.
- Intuitive Pie Chart: Compare and analyze the gap between your target weight and current weight at a glance.
2. Precise Rebalancing Calculation
- Automatic Buy/Sell Calculation: Simply set your target weight, and it calculates accurately down to the last won.
- Clear Guidance: Along with 'Buy / Sell / Hold' decisions, it immediately tells you how many shares to buy or sell.
- Stock Mode: Fully supports rebalancing not only for asset classes but also for individual stocks.
3. Smart Investment Review & Analysis
- AI Portfolio Analysis: AI analyzes the risk and expected return of your assets and provides customized strategy guides.
- Portfolio Snapshot: Save your asset status at a specific point in time to compare and analyze it against historical data.
4. Safe and Comfortable User Environment
- Secure Cloud Backup: Data is securely synchronized even when changing devices via Firebase integration.
- Customizable UI: Supports high-contrast minimal design, dark mode, and text size adjustment.
💡 How to Use in Just 3 Seconds
- Add Assets: Enter the assets you hold and their quantities.
- Set Goals: Set your desired portfolio weight (%).
- Execute Rebalancing: Simply buy or sell according to the app's calculations, and you're done!
🎯 Recommended for:
- Those who practice weight-based investing (rebalancing), such as All-Weather or static asset allocation.
- Those who found it bothersome to calculate exchange rates and manually enter rebalancing quantities in Excel every time.
- Those who wanted to view the status of their diversified assets neatly in real-time charts.
🔒 Data is securely encrypted and stored via Google login.
Produced by: Jwikkori Investment Research Institute
[Logos and Trademarks]
Corporate logos and trademarks displayed on the Assets and Portfolio screens within the app are the property of their respective rights holders. They are provided for the purpose of identifying assets held and do not imply any partnership, sponsorship, or endorsement relationship with the companies concerned.
[External Services]
Logos provided by Logo.dev (https://logo.dev)
Check your real assets in real time and instantly calculate the rebalancing quantities and amounts to buy and sell.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
* 포트 기록 탭에서 마지막으로 저장한 포트가 임의로 삭제되거나 새 기록으로 덮어씌워지는 버그를 수정하였습니다.
App support
About the developer
황기범
gkkori.official@gmail.com
낙동강변로 761
강변코오롱하늘채, 102동 1302호
구미시, 경상북도 39246
South Korea