# Dumori — Portfolio Tracker — Allocation & Rebalancing > Personal investment portfolio tracker for allocation planning and rebalancing. (iPhone/iPad app by Chenwen GE.) - Source: https://appshunter.io/ios/app/dumori-portfolio-tracker/id6812366681 (this page in markdown: same URL + `.md`) - Developer: [Chenwen GE](https://appshunter.io/developer/6797824937) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 18.0 · 5 MB - Languages: American English, Chinese (Simplified, China) - Released: 2026-10-14 - Data updated: 2026-10-17 - Monetization: free ## What is Dumori? Dumori is a portfolio tracking and allocation planning tool for people who invest on their own. Record what you actually hold, organise it into Groups, set the targets you want, and see the gap between where you are and where you want to be. THE CORE LOOP Actual → Target → Drift → Next Contribution → Stay on Track TRACK YOUR HOLDINGS • Record your real buys and sells — every holding, in its own currency • See your recorded value, day change and Group breakdown in one view • Review performance using time-weighted return, a measure designed to separate the effect of deposits and withdrawals ORGANISE WITH GROUPS • Build Groups that match how you invest (for example Tech, Index, Cash) • Move a holding between Groups at any time • See how your portfolio is allocated across those Groups SET YOUR OWN TARGETS • Give each Group a target weight • Lock the ones you don't want to move while you adjust the rest • Your targets are yours — every Dumori calculation uses them as its basis PLAN YOUR NEXT CONTRIBUTION Enter an amount and see how it could be allocated across your groups based on the targets you set. SEE THE GAP. REBALANCE YOUR WAY. See group-level amounts that would move your portfolio closer to the targets you set. PERFORMANCE AND HISTORY • Follow value, profit and loss, time-weighted return and allocation over time • History is shown only as far back as real data exists — Dumori does not invent earlier values MULTIPLE CURRENCIES • View your recorded portfolio in the currency you choose • Each holding keeps its native currency — USD, HKD, CNY, AUD and more PRIVACY Your portfolio records, transactions, Groups, Targets and settings are stored locally on your device. To provide security search, market prices, historical market data and currency conversion, Dumori sends requested security symbols or currency pairs to third-party data services. Standard network information such as an IP address may also be received by those services as part of the request. PRICES Market prices and exchange rates are supplied by third-party services and may be delayed, incomplete or unavailable. They are provided only for informational portfolio valuation and should not be relied on for trading. Dumori v1.0 places no limit on active holdings and includes no in-app purchases. Dumori is an information and planning tool. It is not a broker, does not execute trades, does not connect to a brokerage, does not recommend securities, and does not provide investment, tax or legal advice. Invest and Rebalance results are calculations derived solely from the targets you set. ## Key features - Track actual buys and sells - Organize holdings into custom Groups - Set target allocation weights for Groups - Plan future contributions based on targets - View portfolio value and performance over time - Support for multiple currencies - Local data storage for privacy ## Is Dumori safe? Not enough ratings yet to assess Dumori. ## Is Dumori legit? Dumori — Portfolio Tracker has limited verification signals. The AppsHunter Legitimacy Score for Dumori is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Frequently asked questions about Dumori ### How does Dumori help with investment allocation? Dumori allows you to record your actual holdings, organize them into custom Groups, and set target allocation weights for each Group. It then shows you the gap between your current allocation and your targets. ### Can I plan my next investment contribution with Dumori? Yes, you can enter a planned contribution amount into Dumori and see how it could be allocated across your Groups based on your set targets. This helps you make informed decisions about where to invest next. ### Does Dumori connect to my brokerage account? No, Dumori does not connect to any brokerage accounts. It is a manual tracking tool where you record your own buys and sells. It does not execute trades or recommend securities. ### Is my financial data secure with Dumori? Your portfolio records, transactions, Groups, Targets, and settings are stored locally on your device, prioritizing your privacy. For market data, it sends requested security symbols to third-party services. ### What kind of performance metrics does Dumori offer? Dumori provides metrics such as portfolio value, profit and loss, time-weighted return, and allocation over time. It displays history only as far back as real data exists. ### Does Dumori support multiple currencies for my holdings? Yes, Dumori supports multiple currencies. You can view your recorded portfolio in a currency of your choice, and each holding retains its native currency. ### What is the update frequency for Dumori? Dumori was last updated on October 14, 2026, with version 1.0. As a new release, future update frequency will depend on developer plans. ### Is Dumori available on Android devices? Based on the provided data, Dumori is currently only supported on iPhone devices. There is no information indicating availability on Android at this time. ## Version history (last 1 release) ### 1.0 — 2026-10-14 No release notes. ## More apps by Chenwen GE - [Lumori: Bills & Subscriptions](https://appshunter.io/ios/app/lumori-bills-and-subscriptions/id6797824934) All apps by Chenwen GE: https://appshunter.io/developer/6797824937 ## Related topics [photographer portfolio](https://appshunter.io/ios/topics/photographer-portfolio) · [fd calculador](https://appshunter.io/ios/topics/fd-calculador) --- *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 2026-10-17.*