# Portfolio Management Lite — Set My Asset Allocation Out!

> Set My Asset Allocation Out! (iPhone/iPad app by Tarik BELABED.)

- Source: https://appshunter.io/ios/app/portfolio-management-lite/id6737724440 (this page in markdown: same URL + `.md`)
- Developer: [Tarik BELABED](https://appshunter.io/developer/1580241864)
- Category: Finance, Education
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 17.5 · 7 MB
- Languages: American English
- Released: 2026-10-13
- Data updated: 2026-10-23

## What is Portfolio Management Lite?

Need to quickly build an asset allocation, validate a case study, or cross-check portfolio results during a meeting?
Portfolio Management is a practical portfolio simulation and optimization tool designed for finance professionals, students and instructors.

Build a portfolio from your own assumptions and instantly calculate three essential metrics: Expected Return, Risk (Volatility) and Sharpe Ratio. Explore risk/return trade-offs through an interactive Efficient Frontier and use the built-in Optimizer to test alternative asset allocations.

No external market data is required: you remain in control of all portfolio assumptions, including asset weights, expected returns, volatilities, correlations or covariances, and the risk-free rate. Core portfolio calculations can be performed offline.

KEY FEATURES

• Portfolio Builder
Create portfolios using individual assets such as stocks, bonds or real estate, or model broader asset classes. Define weights, expected returns and risk assumptions manually.

• Portfolio Metrics
Instantly calculate portfolio Expected Return, Risk and Sharpe Ratio as your allocation or assumptions change.

• Portfolio Optimizer
Explore four optimization approaches:
– Minimize Portfolio Risk
– Maximize Portfolio Return
– Maximize Portfolio Sharpe Ratio
– Risk Parity

Optimization constraints can also be applied where relevant.

• Efficient Frontier Analysis
Visualize the portfolio risk/return space, the Efficient Frontier, individual assets, current and optimized allocations.

• Correlation & Covariance
Build and edit Correlation Matrix or a Covariance Matrix, depending on the data available to you.

• Portfolio Library
Save portfolio cases and assumptions on your device so they can be reviewed, modified and reused later.

• Import & Export
Export portfolio simulation cases and share them by email. Exported cases can be imported back into the app, making it easy to exchange scenarios with colleagues, students or other users and reproduce the same analysis on another device.

PORTFOLIO PRO
The Free version provides access to the core portfolio simulation experience and includes advertising.
Portfolio Pro unlocks advanced optimization capabilities, including additional optimization strategies, constraints, Medium and High optimization accuracy, and an ad-free experience.
Portfolio Pro is available through Monthly or Annual subscriptions, or as a one-time Lifetime purchase.

IDEAL FOR
• Asset management and finance professionals who want to quickly test allocations based on their own assumptions.
• Finance students and certification candidates who want to practice portfolio construction, mean-variance analysis, diversification and optimization concepts.
• Professors and instructors looking for a practical tool to illustrate portfolio theory, the Efficient Frontier, Risk Parity and asset-allocation principles.
Portfolio Management is an analytical and educational tool. Results depend entirely on the assumptions entered by the user and should not be considered investment advice.

Terms of Use (EULA): Apple Standard End User License Agreement: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://lbnapplication.azurewebsites.net

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Portfolio Pro Monthly | $11.99 | per month |
| Portfolio Pro Annual | $49.99 | per year |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Portfolio Pro Lifetime | $69.99 | one-time |


## Is Portfolio Management Lite safe?

Not enough ratings yet to assess Portfolio Management Lite.

## Is Portfolio Management Lite legit?

Portfolio Management Lite appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for Portfolio Management Lite is 75 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 2.8.3 — 2026-10-13

Minor layout updates.

### 2.8.2 — 2026-09-23

Minor layout updates and UI improvements.
Logo Update.

### 2.8.1 — 2026-09-21

Minor layout updates and UI improvements.

### 2.7.1 — 2026-09-14

Overall app layout update.

### 2.6 — 2025-12-25

Minor layout updates.

## More apps by Tarik BELABED

- [LBN IMC App](https://appshunter.io/ios/app/lbn-imc-app/id1580241862)
- [Wind Turbine Power Calculator](https://appshunter.io/ios/app/wind-turbine-power-calculator/id1580465749)
- [Real Estate Capital Gain](https://appshunter.io/ios/app/real-estate-capital-gain/id1597567053)
- [My Luggage List](https://appshunter.io/ios/app/my-luggage-list/id1597586764)
- [Portfolio Management](https://appshunter.io/ios/app/portfolio-management/id1604100899)
- [DCF Valuation Tool](https://appshunter.io/ios/app/dcf-valuation-tool/id1667111127)

All apps by Tarik BELABED: https://appshunter.io/developer/1580241864

---

*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 2026-10-23.*