repartFin

A personal Android app for preparing a monthly investment allocation.

It helps decide what to buy each month based on a monthly DCA amount, leftover cash from the previous month, tracked financial products, and their target allocation.

Preview

Features

• Add and edit financial products.
• Manage PEA and CTO accounts.
• Define a target allocation for each product.
• Automatically calculate the amount or number of shares to buy each month.
• Carry leftover cash over to the next month.
• Refresh available prices.
• Validate a monthly investment plan.
• Import an actual CSV file to replace planned purchases with executed purchases.
• Export configured products to CSV.
• Quickly copy the ISIN, name, or price to enter from a row.
• Biometric lock when opening the app.

How To Use

1. Open the settings screen.
2. Add the products you want to track with their name, ISIN, account, and target allocation.
3. Make sure the total target allocation is 100%.
4. Go back to the main screen.
5. Enter the monthly DCA amount.
6. Review the proposed purchases for the month.
7. Tap a row to quickly copy the ISIN, name, or price to enter.
8. Validate the month after making the purchases, or import a full account CSV to synchronize the current number of shares.

Internet Access

The app needs an internet connection to fetch and refresh the latest available price for each tracked line.

The refresh button on the main screen updates the prices for the configured products. Use it before reviewing the monthly proposal if you want the calculation to use the most recent prices available.

Data

Data is stored locally on the device. The app is not an online service and does not require a user account.

Tech Stack

• Native Android
• Kotlin
• Jetpack Compose
• Room
• Gradle

Disclaimer

This project is a personal tracking and allocation helper. It is not financial advice.