Intelligent Portfolio
Smart asset allocation app
About
This app helps you rebalance your investment portfolio without needing spreadsheets or account syncing. It provides clear instructions on what to buy or sell to meet your target asset allocation, and tracks your performance.
What's New in Intelligent Portfolio
1.2.0
September 22, 2026
1.2 is a complete redesign: one clear verdict on how far off target you are, and a plan you can tick off. • Three tabs — Portfolio (net worth, verdict, actual-vs-target bar per class), Plan, and Activity (performance chart + trade ledger) • Plan asks one question — Rebalance, Invest cash or Take cash out — then gives you a checklist of exact orders to tick off and record. It's kept until you finish. • New targets editor with +/− steppers and a live "Allocated" total • "Only as a whole" for property, art and private stakes — plans never split them • Import a CSV from any broker or spreadsheet, with automatic format detection and a per-row error report • Read-only broker connections (Pro): Trading 212, Alpaca, IG and Public.com — positions only, never trades • A + button on every tab, a first-run checklist, larger tap targets, VoiceOver labels and Reduce Motion support Your existing holdings and targets carry over untouched.
MoreSubscriptions & In-App Purchases
Early Birds Monthly
For those who are early at the party
Developer apps
FAQ
How does Intelligent Portfolio ensure my portfolio stays on target?
Intelligent Portfolio uses a two-level algorithm to balance flows between asset classes first, then breaks them down into specific buy or sell orders per holding. It provides a clear plan with exact orders to follow, ensuring you get back on track.
Can I import my existing investment data into Intelligent Portfolio?
Yes, you can import CSV files from any broker or spreadsheet. The app automatically detects exports from popular platforms like Trading 212 and Interactive Brokers, or you can map columns manually.
What are the Pro features in Intelligent Portfolio?
The Pro features, unlocked with a 7-day free trial, include unlimited holdings and asset classes, and read-only broker connections. These allow for more comprehensive portfolio management and direct data integration.
Is my financial data secure with Intelligent Portfolio?
Intelligent Portfolio is built for privacy, with all data staying on your device. There is no account, server, or third-party sync. Broker connections are direct between your iPhone and your broker, and credentials are kept in the iOS Keychain.
What are the subscription plans for Intelligent Portfolio?
Intelligent Portfolio offers an 'Early Birds Monthly' plan at $12.99/month with a 7-day free trial, and an 'Early Bird Yearly' plan at $99.99/year, also with a 7-day free trial.
Does Intelligent Portfolio have ads?
No, Intelligent Portfolio does not have advertisements. As it is free to download and use basic features, with optional Pro features available via subscription, users can expect an ad-free experience.
What devices is Intelligent Portfolio compatible with?
Intelligent Portfolio is available for iPhone and iPad. It supports VoiceOver labels and Reduce Motion, making it accessible for a wider range of users.
How often is Intelligent Portfolio updated?
The latest version of Intelligent Portfolio is 1.2.0, which was last updated on September 22, 2026. Updates typically include new features, bug fixes, and performance improvements.
