# Portfolio Management — Set My Asset Allocation Out

> Offline portfolio management and asset allocation optimizer with manual and automatic adjustments. (iPhone/iPad app by Tarik BELABED.)

- Source: https://appshunter.io/ios/app/portfolio-management/id1604100899 (this page in markdown: same URL + `.md`)
- Developer: [Tarik BELABED](https://appshunter.io/developer/1580241864)
- Category: Finance, Business
- Price: $29.99
- Age rating: 4+
- Requires: iOS 14.0 · 62 MB
- Released: 2022-01-09
- Data updated: 2026-07-11
- Monetization: paid
- User reviews in markdown: https://appshunter.io/ios/app/portfolio-management/id1604100899/reviews.md

## What is Portfolio Management?

Need to quickly verify asset allocation results prepared by your students or cross-check outcomes during a meeting? This app is designed for you!

- User friendly Portfolio management tool & optimizer (including efficient frontier visualization functionality - for the best view of the chart on an iPhone, please rotate your device to landscape mode)
- Very simple to use: no external data to upload, every assumptions are set out manually by the user (everything offline)
- Asset Allocation Definition: Manually adjust weight parameters or utilize our Optimizer for automatic adjustments. 4 optimization strategies are available with the possibility of setting constraints (maximum risk, minimum return or fixed individual weights): portfolio return maximization, risk minimization, Sharpe ratio maximization, or risk parity.
- You can define your portfolio by adding either individual assets (stocks, bonds, etc.) or asset classes (equities, fixed income, real estate, etc.).
- Each asset or asset class is incorporated into the portfolio based on user-defined individual characteristics: weight, risk (standard deviation), and expected return, all provided in decimal format.
- Correlation/Covariance matrix can be set out (and updated) manually by the user for each pair of asset through a dedicated entry (use the application either under correlation or covariance input modes)
- Asset allocation cases can be stored in your mobile so that you can access it anytime offline, modify/update underlying assumptions, and are listed in a recap table
- Export easily your simulations by email (.csv files, containing portfolio/assets data & correlation/covariance matrix, are automatically generated and attached to the email)

- New functionalities:
==> Raw Data Import/Export: The "Raw Data Import/Export" feature facilitates the transfer of asset allocation and portfolio cases between users. You can import or export asset allocation data, enabling collaboration among users the app. After importing data on your phone by copying and pasting the received raw data from an email into the dedicated text editor, you can modify the asset allocation and send the updated data back to your collaborator. This enhancement fosters collaboration and exchange of asset allocation simulations among multiple users of the Portfolio Management app.
==> Return Data Statistical Analysis Tool: Our app now includes a statistical analysis tool for return data. You can copy and paste return series for Asset "A" and Asset "B" into the text editor, specifying the desired CSV separator. The tool generates descriptive statistics such as mean and standard deviation for each asset, as well as the correlation and covariance between Asset A and B. Additionally, there's a button to automatically generate random return series for both assets, facilitating quick testing. You can transfer the individual results (mean return & risk) to the main menu to create and include assets with these features in your current allocation.
- Quick Start User guide included

This app is ideal for:
i) Professionals in the portfolio management field seeking rapid definition and/or optimization of asset allocation based on user-defined key assumptions for each individual asset (expected return, standard deviation, weight), as well as inputs for correlation/covariance pairs.
ii) Students studying portfolio management or preparing for portfolio management certificates, looking to efficiently test and simulate case studies.
iii) Professors teaching portfolio management, whether to illustrate case studies to students or to verify and assess results.

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

## Key features

- Portfolio management and optimization
- Efficient frontier visualization
- Manual asset allocation
- 4 optimization strategies
- Offline data storage
- CSV export via email
- Raw data import/export for collaboration

## Chart rankings

- #102 in Top Paid · Finance (US App Store)

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/portfolio-management/id1604100899/reviews.md

### 1/5 — NO support - Don’t buy

*2022-01-23*

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.

**Developer response:** 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.

## Frequently asked questions about Portfolio Management

### 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.

## Version history (last 5 releases)

### 2.4.4 — 2024-06-08

- 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. ****

### 2.4.3 — 2024-06-07

- 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. ****

### 2.4.2 — 2024-06-02

- Optimizer tool update: ability to set fixed weight constraints for assets in your portfolio.
- 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. ****

### 2.4.1 — 2024-06-01

- Optimizer tool update: ability to set fixed weight constraints for assets in your portfolio.
- 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. ****

### 2.3.2 — 2024-05-20

1/ In addition to the existing randomize button, which enables simulation of a random weights asset allocation, we've introduced a new 'weights equalizer' button. This new feature swiftly simulates an equalized weights asset allocation.

2/ Update of the Optimizer Tool: introducing Risk Parity Optimization!
Alongside our three initial portfolio optimization strategies (risk minimization, return maximization, Sharpe ratio maximization) based on mean-variance theory (i.e., finding the optimal portfolio lying on the efficient frontier), your app now offers to find the optimal risk parity portfolio that equalizes the risk contributions of portfolio assets.

What's Risk Parity? It's about equalizing the risk contribution of portfolio assets, ensuring a balanced allocation regardless of asset class. With risk parity optimization, investors aim to distribute risk equally among the assets in their portfolio.
-> Automatically balance assets based on their risk contributions to the portfolio.
-> Diversify smarter and confidently.
-> Rebalancing ensures that the portfolio maintains its risk parity allocation over time, particularly as market conditions change. Utilizing the optimizer within the app allows for seamless rebalancing, ensuring that asset allocations are adjusted according to the latest risk parity optimization results.
-> Discover the power of Risk Parity in optimizing your portfolio.
Upgrade now to optimize with the Risk Parity option!
2/ Minor layout updates

Don't forget to leave us a comment or rating on the store! 
Thank you for being part of our user community.

## Apps similar to Portfolio Management

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [The Family Office Co](https://appshunter.io/ios/app/the-family-office-co/id6502825798) | — | Free | Finance |
| [PriCal: Inflation Calculator](https://appshunter.io/ios/app/prical-inflation-calculator/id6736531770) | — | Free | Finance |
| [Compound Interest - Compounder](https://appshunter.io/ios/app/compound-interest-compounder/id1457510419) | 4.7 (232) | $1.99 | Finance |
| [fomo score](https://appshunter.io/ios/app/fomo-score/id6446705709) | 4.7 (7) | Free | Finance |
| [Intrinsic Value Calculator DCF](https://appshunter.io/ios/app/intrinsic-value-calculator-dcf/id1665759526) | 5.0 (4) | Free | Finance |
| [Value Investing Tools](https://appshunter.io/ios/app/value-investing-tools/id6451193897) | — | $0.99 | Finance |

## 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)
- [DCF Valuation Tool](https://appshunter.io/ios/app/dcf-valuation-tool/id1667111127)

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

## Related topics

[portfolio management](https://appshunter.io/ios/topics/portfolio-management)

---

*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 2026-07-11.*