AllocatR: Portfolio Rebalancer

AllocatR: Portfolio Rebalancer

Multi-Model Portfolio Tool

3 ratings
5 reviews
Free
In-App PurchasesWith Ads

Details

  • Released
  • Updated
  • April 10, 2024
  • April 15, 2026

Features

AllocatR: Portfolio Rebalancer screenshot #1 for iPhone
AllocatR: Portfolio Rebalancer screenshot #2 for iPhone
AllocatR: Portfolio Rebalancer screenshot #3 for iPhone
AllocatR: Portfolio Rebalancer screenshot #4 for iPhone
AllocatR: Portfolio Rebalancer screenshot #5 for iPhone
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About

This tool simplifies portfolio rebalancing for investors and financial advisors. It calculates exact buy/sell amounts to maintain target allocations and offers robust privacy with local data storage. Manage multiple client models and rebalance portfolios offline.

Smart rebalancing calculations
Multiple portfolio models
Complete privacy & local storage
Offline functionality
Enhanced security (PIN/biometric)
Manage client portfolios
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What's New in AllocatR

2.0.2

April 15, 2026

Minor updates

Subscription plans

AllocatR Advisor Monthly

Track and configure unlimited allocation models

$24.991 Month
How to cancel AllocatR subscription ⁉️
2

In-App Purchases

$599.99

Allocator Advisor

Allocator Advisor Lifetime

User reviews

👍👍👍👍👍❤️❤️❤️❤️

I really love this app—it‘s incredibly easy to use!
Please keep up the great work! I’m really looking forward to using all the great features and new updates you‘ll be releasing.

Response from developer

Thank you so much for the positive feedback. If you happen to have any feature requests please feel free to email me arlyntechnology@gmail.com

👍👍👍👍👍❤️❤️❤️❤️

I really love this app—it‘s incredibly easy to use!
Please keep up the great work! I’m really looking forward to using all the great features and new updates you‘ll be releasing.

Response from developer

Thank you so much for the positive feedback. If you happen to have any feature requests please feel free to email me arlyntechnology@gmail.com

A Simple, Secure, and Offline Portfolio Balancing Tool

If you're a long-term investor looking for a straightforward way to keep your portfolio balanced, AllocatR is a must-have. This intuitive app makes it easy to track your assets, calculate investment allocations, and identify whether you should buy or sell.

I especially like that the developer listened to user feedback and implemented features like biometric authentication, to help secure our data and the app. This app has made it much easier for me to maintain a small, but balanced portfolio. If you're looking for a reliable and user-friendly tool to help you manage your investments, AllocatR is definitely worth a try!!!
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I love this tool!

I love it because I can use allocations easily. I also love it because I can edit the amounts I want. It is another thing to love because once again it is easy to use. The app calculates the amount you need to buy or sell by it’s self, so you are certain to get the best investments and payouts.

Good product

Very easy to use keep things simple

Developer apps

FAQ

How does AllocatR help with portfolio rebalancing?

AllocatR simplifies rebalancing by calculating precise buy and sell orders needed to bring your portfolio back to its target asset allocation. You input your assets, target percentages, current holdings, and total investment amount for accurate recommendations.

Is my financial data safe with AllocatR?

Yes, AllocatR prioritizes your data security by using complete privacy and local storage. Your financial data stays on your device and is never uploaded to servers, which is crucial for maintaining client confidentiality.

Can I use AllocatR without an internet connection?

Absolutely. AllocatR offers offline functionality, allowing you to rebalance portfolios anytime and anywhere, even without an internet connection. This is ideal for working with clients on-site or during travel.

What are the subscription options for AllocatR?

AllocatR offers several subscription plans, including 'AllocatR Pro' at $1.99/month or $17.99/year, and 'AllocatR Advisor' at $24.99/month or $249.99/year. These plans unlock advanced features for managing multiple portfolios.

How does AllocatR compare to other portfolio tools?

AllocatR stands out with its focus on simplified rebalancing calculations, robust privacy through local storage, and offline capabilities. It's designed for both individual investors and advisors managing multiple client models efficiently.

What is the age rating for AllocatR?

AllocatR has an age rating of 4+, making it suitable for a wide range of users. The app is designed for financial management and does not contain content inappropriate for younger audiences.

Does AllocatR have ads?

Yes, AllocatR contains advertisements. As a free app with in-app purchases, advertisements are part of its operational model to provide the service.

How often is AllocatR updated?

The latest version, 2.0.0, was released on March 4, 2026, indicating active development. Users can expect regular updates to improve functionality and security.