Portfolio Management

Portfolio Management

Set My Asset Allocation Out

0 ratings
1 review
$29.99

Details

  • Released
  • Updated
  • January 9, 2022
  • June 8, 2024

Features

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About

This app helps users quickly verify asset allocation results and cross-check outcomes during meetings. It offers a user-friendly portfolio management tool with optimization and visualization features, allowing manual adjustments or automatic optimization with constraints. All data is managed offline, and simulations can be exported via email.

βœ“Portfolio management and optimization
βœ“Efficient frontier visualization
βœ“Manual asset allocation
βœ“4 optimization strategies
βœ“Offline data storage
βœ“CSV export via email
βœ“Raw data import/export for collaboration
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What's New in Portfolio Management

2.4.4

June 8, 2024

- Minor layout update **** Once purchased, you have full access to all functionalities offered by the app. There are no hidden in-app purchases or subscriptions. **** **** Enjoy an ad-free experience with our app! We guarantee a seamless experience without any interruptions from advertisements. ****

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This app dropped -5 positions in Finance chart.

Last updated on July 21, 2026.

User reviews

NO support - Don’t buy

Just spent GBP8.99 on this app and there is no instructions and no support. Unable to create account or load any positions. It’s unbelievable that apple has allowed this app on the AppStore.

Response from developer

We appreciate your feedback and thank you for taking the time to share your thoughts. We would like to clarify the objectives of our app, which is designed to provide an intuitive and transparent experience for users. Our intention is to offer a platform for simulating theoretical portfolios of assets based on individual assumptions. It's important to note that the app is designed for educational purposes, catering to students and professors in the field of portfolio management. Moreover, it can be a valuable tool for professionals seeking quick risk calculations or the ability to simulate portfolios on a mobile device, everything offline with no need to import external data, every key inputs being set out by the user. We understand that there may have been some confusion, and we apologize if the app's purpose wasn't clearly communicated. We take your feedback seriously and are committed to ensuring that our users have a positive experience. Please feel free to revisit the app's description, and you'll find that it aligns with the functionalities and transparency we've strived to provide.Furthermore, we'd like to highlight that we've made significant enhancements to the app, including the introduction of an optimizer feature, which aims to further enhance its utility and value. In the current version of the app, a embedded user guide is available and will allow the user to rapidly understand how to manipulate properly the different functionalities of the application.Your input is invaluable to us, and we're continuously working to improve and refine our offerings based on user feedback. If you have any further suggestions or questions, please don't hesitate to reach out. We appreciate your support and look forward to providing you with a valuable and enriching experience.

Developer apps

FAQ

What is the price of Portfolio Management?

Portfolio Management is a paid application, priced at $21.99. This one-time purchase grants you access to all its features without recurring fees.

Does Portfolio Management have ads?

No, Portfolio Management does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.

On which devices can I use Portfolio Management?

Portfolio Management is available for iOS devices, including iPhone and iPad. It is designed to function across these Apple platforms.

How often is Portfolio Management updated?

The app was last updated on June 8, 2024, indicating regular maintenance and potential feature additions. The latest version is 2.4.4.

What age rating does Portfolio Management have?

Portfolio Management has an age rating of 4+, making it suitable for a wide range of users. This rating suggests content is appropriate for young children and above.

Can I collaborate with others using Portfolio Management?

Yes, Portfolio Management supports collaboration through its "Raw Data Import/Export" feature. You can share and import asset allocation data via email to work with others.

Is Portfolio Management available offline?

Yes, Portfolio Management is designed to work entirely offline. All assumptions are set manually by the user, and asset allocation cases can be stored and accessed without an internet connection.

What kind of financial data can I input into Portfolio Management?

You can define your portfolio by adding individual assets or asset classes. Each is incorporated with user-defined weight, risk (standard deviation), and expected return. You can also manually set the correlation/covariance matrix.