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.






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Whether you want more options like Merit Asset Management or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.






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.





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.






Easily track your net worth and asset allocation without linking bank accounts or recording every transaction. Take periodic snapshots to monitor wealth changes, analyze performance with powerful charts, and plan for financial goals. Offers multi-currency support and robust privacy features.