# Intelligent Portfolio — Smart asset allocation app > Smart asset allocation app (iPhone/iPad app by Ertugrul Kucukkaya.) - Source: https://appshunter.io/ios/app/intelligent-portfolio/id6766088141 (this page in markdown: same URL + `.md`) - Developer: [Ertugrul Kucukkaya](https://appshunter.io/developer/1757865796) - Category: Finance, Productivity - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 13.0 · 34 MB - Languages: American English - Released: 2026-05-07 - Data updated: 2026-08-23 - User reviews in markdown: https://appshunter.io/ios/app/intelligent-portfolio/id6766088141/reviews.md ## What is Intelligent Portfolio? Intelligent Portfolio is the portfolio rebalancer that keeps you on target — without spreadsheets, without syncing your bank, and without an account. Add your holdings once. Set target allocations per asset class. The app tells you exactly what to buy or sell to get back on track. REBALANCE WITH PRECISION The two-level algorithm works the way a portfolio manager thinks: it balances flows at the asset-class level first, then breaks down the individual orders per holding. Results are grouped by class so you can see the full picture at a glance — no maths required. SMART WITHDRAW Need to raise cash? Enter a target amount and Smart Withdraw builds a proportional sell plan that raises exactly that sum while keeping your allocation as close to your targets as possible. Take money out without throwing your portfolio off balance. BUILT FOR PRIVACY Everything stays on your device. No account required, no server, no third-party sync. Your portfolio data never leaves your iPhone unless you choose to enable iCloud backup in Settings. PRO FEATURES A 7-day free trial unlocks the full Pro experience: • Unlimited holdings and asset classes • Smart Withdraw • Two-level Rebalance with class grouping • iCloud backup After the trial, choose the plan that suits you: • Monthly — $6.99 / month • Yearly — $99.99 / year Subscriptions are managed through your Apple ID. Cancel any time in Settings → Apple ID → Subscriptions. NO LOGIN. NO FRICTION. Open the app, complete a 3-step onboarding, and you're in. No email, no password, no account wall between you and your portfolio. Terms of Use: https://iportfolio.ertugrulkucukkaya.com/terms Privacy Policy: https://iportfolio.ertugrulkucukkaya.com/privacy ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Early Birds Monthly | $12.99 | per month | | Early Bird Yearly | $99.99 | per year | ## Version history (last 5 releases) ### v.0.1.7 — 2026-07-09 • Bug Fix: Navigation Bar ### v.0.1.6 — 2026-07-01 • Bug fixes ### v.0.1.5 — 2026-06-26 • Smart Withdraw — enter a target amount and the app builds a sells-only plan that raises that cash while keeping your allocation as close to target as possible. No manual maths. • Smarter Rebalance — the two-level algorithm computes a class-level flow first, then optimises within each class. Orders are grouped by asset class so you can see exactly what's moving where. • What's New sheet — upgrading users see a one-time summary of everything new; dismiss once and it's gone. • 7-day free trial — the trial window is now 7 days (was 14). Lifetime access is available immediately alongside monthly and yearly. • No login required — the paywall is the only gate after onboarding. Sign in from Settings if you want cloud backup. Existing portfolio data, holdings, and targets are untouched. ### v.0.1.4 — 2026-06-09 Welcome to Intelligent Portfolio. • Rebalance is now a first-class action — sell-and-buy to your target mix with no new money required, at any portfolio size. • Pick your mode explicitly: Rebalance, or Add cash (keep your current mix, or also sell to target). • Bespoke asset-class glyphs across the app, in light and dark. • Clearer drift breakdowns by class and holding. Local-first and private by design — your data never leaves your device. ### v.0.1.3 — 2026-05-20 A cleaner first-run experience based on real user feedback: • 3-step onboarding with a Quick Start picker — your first asset class is seeded so the dashboard isn't empty when you arrive. • Renamed "drift" to "off target" everywhere, with a tap-to-learn explainer that breaks down what the number means and what the colour bands mean. • First-visit dashboard tour: a 2-card guide pointing at the Off Target card and the Buy tab. Fires once, dismissible. • Section detail now leads with three KPIs at the top: total value, performance (gain/loss %), and off target. Each holding shows its current value, performance, and off-target inline. • Smart Buy result rows are simpler — no more confusing +/− signs next to the amount; the BUY/SELL tag carries the direction. • Settings is half the length: rarely-used rows live behind one tap-to-expand "Advanced" section. • Bottom nav is 4 tabs instead of 5; per-section target editing moved to a gear icon on the Portfolio header. • When you have lots of holdings, the buy-plan bar groups them by asset class with diagonal stripes so it stays readable. • Smaller wins: defaults to your last-used broker on a new holding, cash positions don't require a name, capacity bar fills as you approach the 10-holding Free cap. ## More apps by Ertugrul Kucukkaya - [Robot Factory: Idle Tycoon](https://appshunter.io/ios/app/robot-factory-idle-tycoon/id6770562771) - [Pomon: Focus Timer](https://appshunter.io/ios/app/pomon-focus-timer/id6773405450) - [Myem: Offline Music](https://appshunter.io/ios/app/myem-offline-music/id6776898678) All apps by Ertugrul Kucukkaya: https://appshunter.io/developer/1757865796 --- *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 2026-08-23.*