WealthPoise Support

What markets does WealthPoise support?

WealthPoise supports stocks and ETFs from Taiwan (TWSE), United States (NYSE/NASDAQ), Hong Kong (HKEX), and Japan (TSE) markets.

What are the two rebalancing modes?

New Funds: Allocate new money optimally across your portfolio without selling any existing positions.

Full Rebalance: Get precise buy and sell recommendations to bring your portfolio back to its target allocation.

How are stock prices updated?

Prices are fetched automatically from financial data providers. You can also trigger a manual refresh. Note that price data may be delayed by 15-20 minutes.

Which currencies are supported?

WealthPoise supports TWD, USD, JPY, EUR, GBP, HKD, and CNY. Exchange rates are updated automatically, and you can view your entire portfolio in any of these currencies.

Does my data sync between devices?

Yes. If you have iCloud enabled, your portfolio data automatically syncs across all your devices signed in with the same Apple ID. No setup required.

How do deviation alerts work?

Go to Settings > enable "Deviation Alert" and set a threshold percentage. When any asset drifts beyond that threshold from its target allocation, you'll receive a notification.

How do I set up periodic rebalance reminders?

Go to Settings > enable "Periodic Reminder" and choose an interval (30, 60, 90, 180, or 360 days). You'll receive a notification reminding you to review your portfolio.

What is the Monthly Settlement Day?

The settlement day is when WealthPoise takes a monthly snapshot of your total assets, liabilities, and net worth. You can change this day in Settings. This data powers the net worth chart in the History tab.

How do I delete all my data?

Delete the app from your device. To also remove iCloud data, go to iOS Settings > Apple ID > iCloud > Manage Storage and remove WealthPoise data.