# AllocatR: Portfolio Rebalancer — Multi-Model Portfolio Tool

> Smart tool for investors and advisors to rebalance portfolios and maintain target allocations. (iPhone/iPad app by Arlyn Technology LLC.)

- Source: https://appshunter.io/ios/app/allocatr-portfolio-rebalancer/id6444242958 (this page in markdown: same URL + `.md`)
- Developer: [Arlyn Technology LLC](https://appshunter.io/developer/1521390281)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 3 App Store ratings · 5 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 56 MB
- Languages: English
- Released: 2024-04-10
- Data updated: 2026-08-04
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/allocatr-portfolio-rebalancer/id6444242958/reviews.md

## What is AllocatR?

AllocatR - Portfolio Rebalancing for Investors & Advisors

AllocatR is the smart rebalancing tool for long-term investors and financial advisors who want to keep portfolios balanced and on-target. Whether you're managing your own investments or rebalancing client portfolios, AllocatR makes it simple.

FOR INDIVIDUAL INVESTORS:
Perfect for passive investors who want to dollar-cost average and maintain target allocations across Stocks, ETFs, Mutual Funds, and other assets.

FOR FINANCIAL ADVISORS & RIAs:
Manage multiple portfolio models for your clients. Switch between Conservative, Moderate, Aggressive, or custom allocation strategies on the fly. Quickly rebalance client accounts against their target model—no desktop required.

KEY FEATURES:

MULTIPLE PORTFOLIO MODELS (Advisor Tier)
Save unlimited portfolio models with custom allocations. Perfect for advisors managing diverse client profiles—Conservative (30/70), Moderate (60/40), Aggressive (80/20), Income-focused, or any custom strategy. Switch between models instantly when rebalancing different clients.

SMART REBALANCING CALCULATIONS
Specify your assets and target percentages. Enter current holdings and total investment amount. AllocatR calculates exactly how much to BUY or SELL to reach your targets.

COMPLETE PRIVACY & LOCAL STORAGE
Your financial data stays on your device—never uploaded to servers. Perfect for advisors who need to maintain client confidentiality and data security.

OFFLINE FUNCTIONALITY
Rebalance portfolios anywhere, anytime—no internet connection required. Work with clients on-site or review portfolios during travel.

ENHANCED SECURITY
Protect sensitive portfolio data with PIN or biometric authentication (Face ID / Touch ID).

WHY CHOOSE AllocatR?
- Simplifies portfolio rebalancing for individuals and advisors
- Manages multiple client models in one app
- Ensures complete data privacy and security
- Provides clear, actionable BUY/SELL recommendations
- Works offline—accessible anywhere, anytime

Start managing investments smarter with AllocatR—whether you're building wealth or serving clients.

For subscription terms: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Key features

- Smart rebalancing calculations
- Multiple portfolio models
- Complete privacy & local storage
- Offline functionality
- Enhanced security (PIN/biometric)
- Manage client portfolios

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| AllocatR Advisor Monthly | $24.99 | per month |
| AllocatR Advisor Yearly | $249.99 | per year |
| AllocatR Pro | $1.99 | per month |
| AllocatR Pro Yearly | $17.99 | per year |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Allocator Advisor | $599.99 | one-time |
| Allocator Pro | $39.99 | one-time |


## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/allocatr-portfolio-rebalancer/id6444242958/reviews.md

### 5/5 — 👍👍👍👍👍❤️❤️❤️❤️

*2026-05-13*

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.

**Developer response:** 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

### 5/5 — 👍👍👍👍👍❤️❤️❤️❤️

*2026-03-19*

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.

**Developer response:** 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

### 5/5 — A Simple, Secure, and Offline Portfolio Balancing Tool

*2024-08-24*

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!!!

### 5/5 — I love this tool!

*2024-07-27*

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.

### 5/5 — Good product

*2024-07-09*

Very easy to use keep things simple

## Frequently asked questions about AllocatR

### 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.

## Version history (last 5 releases)

### 2.0.2 — 2026-04-15

Minor updates

### 2.0.0 — 2026-03-04

- Allow tracking of multiple allocations models
- Polished User Interface design

### 1.1.14 — 2026-01-16

minor fixes

### 1.1.13 — 2025-10-07

Minor fixes

### 1.1.12 — 2025-07-11

Minor updates

## Apps similar to AllocatR

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Portfolio Trader-Stock Tracker](https://appshunter.io/ios/app/portfolio-trader-stock-tracker/id581430942) | 4.6 (422) | Free | Finance |
| [Mezzi Wealth](https://appshunter.io/ios/app/mezzi-wealth/id6449714926) | 4.7 (103) | Free | Finance |
| [Stock Screener, AI Scanner](https://appshunter.io/ios/app/stock-screener-ai-scanner/id1501485233) | 4.8 (6,204) | Free | Finance |
| [Dividend Tracker - DivTracker](https://appshunter.io/ios/app/dividend-tracker-divtracker/id1512637716) | 4.6 (3,628) | Free | Finance |
| [Stock Events Portfolio Tracker](https://appshunter.io/ios/app/stock-events-portfolio-tracker/id1488720155) | 4.8 (2,147) | Free | Finance |
| [Snowball Analytics](https://appshunter.io/ios/app/snowball-analytics/id6463484375) | 4.8 (2,127) | Free | Finance |

## More apps by Arlyn Technology LLC

- [Adivinanzas y Enigmas](https://appshunter.io/ios/app/adivinanzas-y-enigmas/id6736923709)
- [Inflation Calculator USA](https://appshunter.io/ios/app/inflation-calculator-usa/id6744275657)

All apps by Arlyn Technology LLC: https://appshunter.io/developer/1521390281

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-04.*