Level: Portfolio Rebalancing
Ikke gjort krav påRebalance your portfolio every time you invest
Af Ana Leticia Camargos · ØkonomiDerfor forventer vi det: Clear value in directing each new contribution to underweight classes, backed by a privacy-first design and a thorough description.
Kort fortalt
Level: Portfolio Rebalancing is a finance app for iPhone that tells you where each new contribution should go to keep your portfolio close to your target asset allocation, without selling anything. It also tracks your emergency reserve, pension and goals, with data kept on the device and no sign-up required.
Resumé fra Debuts, baseret på app-siden i App Store.Om appen
Rebalance your portfolio every time you invest. You set how much you want in each asset class, and with every new contribution Level shows exactly where to put the money to keep your portfolio in balance, without selling anything.
KNOW WHERE TO INVEST NEXT Enter how much you want to invest. Level first sets apart the share for your emergency reserve and your pension. The rest goes to the classes that are below target, in proportion to each gap. You see the amount for every class and subclass before you confirm.
YOUR PORTFOLIO, IN BALANCE See every class against its target, how far above or below it is, and what is out of balance. You choose the tolerance that you accept.
YOUR STRATEGY, YOUR WAY Create classes and subclasses, set your target asset allocation, and change the order as you like. The targets add up to 100%, and the app uses this structure to calculate every contribution.
SEE HOW FAR YOUR WEALTH GOES Add goals such as a trip, a home down payment or retirement. Level projects your wealth in three scenarios (pessimistic, expected and optimistic) and shows whether each goal is on track.
RESERVE AND PENSION IN ONE PLACE Track your emergency reserve and your pension next to your portfolio, and see your total wealth.
AND MORE • Update your portfolio values whenever you want • Weekly or monthly reminder to invest • Hide all values with one tap • Explore the app with an example portfolio before you enter your own
PRIVACY Your financial data stays on your iPhone. Level has no sign-up, shows no ads, and does not track you.
LEVEL PRO Level Pro gives you unlimited goals in the projection and portfolio analytics, class by class. Without Level Pro, you can keep up to two goals. • Monthly or yearly subscription, with a 1-week free trial • Payment is charged to your Apple Account at confirmation of purchase, after the free trial • The subscription renews automatically unless you cancel at least 24 hours before the end of the period • Manage or cancel in Settings → [your name] → Subscriptions
Level is a planning tool. It does not move money, does not connect to banks or brokers, and does not give investment advice. Projections are estimates, not guaranteed returns.
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://anacamargos.github.io/level-privacy/
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