Rebal — Portfolio Rebalancing and Investment Tracking
If you run into any issues while using Rebal, or if you have suggestions for improvement, contact us here:
Email: percy24401@gmail.com
We usually reply within 1 to 3 business days.
A: Your portfolio data is stored locally on your device or in your personal iCloud account. We cannot access it. See the Privacy Policy for details.
A: You can export your transaction records with the CSV export feature. If iCloud sync is enabled, your data is also backed up automatically to iCloud.
A: Quotes come from a third-party data source, Yahoo Finance, and may be delayed by 15 to 20 minutes. They are for reference only.
A: No. Rebal is a calculation tool that shows buy and sell suggestions based on your target allocation. All investment decisions remain your responsibility.
A: On iPhone, go to Settings, tap your name, open Subscriptions, find Rebal, and cancel there. Access remains active until the current billing period ends.
A: If iCloud sync is enabled, signing in with the same Apple ID will sync your data automatically. Otherwise, export CSV on the old device first and import it on the new device.