# SixtyForty — Simple portfolio rebalancing

> Portfolio rebalancing tool for DIY investors to track asset allocation and volatility. (iPhone/iPad app by Greg Wilding.)

- Source: https://appshunter.io/ios/app/sixtyforty/id1588963302 (this page in markdown: same URL + `.md`)
- Developer: [Greg Wilding](https://appshunter.io/developer/1470695017)
- Category: Utilities, Finance
- Price: Free with in-app purchases
- Rating: 3.70/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 4 MB
- Languages: American English
- Released: 2022-01-16
- Data updated: 2026-08-18
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/sixtyforty/id1588963302/reviews.md

## What is SixtyForty?

SixtyForty is a tool for do-it-yourself passive investors.  Use it to check your investment portfolio and decide if rebalancing is needed.

Features:

* Rebalance summary shows asset allocation error
* History plots to monitor asset and account volatility
* Rebalance with cash flows in/out of account
* Rebalance individual accounts or across multiple accounts
* Model your portfolio with asset types and target allocations
* Manage independent sets of accounts using account groups
* Data backed up to iCloud

SixtyForty was created to fill the gap between spreadsheets and online investment services.  Spreadsheets, while flexible, can be fiddly and error prone.  Online services, while convenient, require handing over the keys to your accounts, your data, your privacy and even your ability to make investment decisions.

SixtyForty does not require access to your accounts - data is entered manually.  SixtyForty calculates asset allocation errors based on your target portfolio.  This can be used to determine what rebalancing trades are needed.  History plots of past entries show volatility and performance of your accounts.

SixtyForty is intended for knowledgeable do-it-yourself investors that understand the importance of asset allocation and the role of rebalancing.  It is not a robo-advisor and does not provide investment advice.  It won’t tell you how to structure your portfolio or when to make trades.  That part - the fun part - is up to you, and likely the reason you decided to manage your own investments in the first place.

The free version of SixtyForty is limited to a single account.  For multiple accounts, please upgrade to SixtyForty Pro (in-app purchase).

If you are interested in learning more about investing, check out https://sixtyfortyapp.com for some reading recommendations.

## Key features

- Asset allocation error summary
- History plots for volatility
- Rebalance with cash flows
- Individual/multiple account rebalancing
- Model portfolio with target allocations
- Account group management
- iCloud data backup

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| SixtyForty Pro Version | $3.99 | one-time |


## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/sixtyforty/id1588963302/reviews.md

### 4/5 — Like this app

*2024-10-27*

Total manual key in figures. If pass code feature is added user can have privacy protection.

## Frequently asked questions about SixtyForty

### What is SixtyForty?

SixtyForty is a utility app designed for do-it-yourself investors to monitor their investment portfolios and identify when rebalancing is needed. It focuses on calculating asset allocation errors based on user-defined targets.

### How does SixtyForty handle user data?

SixtyForty does not require access to your investment accounts; all data is entered manually by the user. Data is backed up to iCloud for safekeeping.

### What are the limitations of the free version of SixtyForty?

The free version of SixtyForty is limited to managing a single investment account. For the ability to manage multiple accounts, users can upgrade to SixtyForty Pro.

### Does SixtyForty provide investment advice?

No, SixtyForty is not a robo-advisor and does not provide investment advice. It is a tool to help knowledgeable investors make their own decisions about portfolio structure and trades.

### What platforms is SixtyForty available on?

SixtyForty is available on iPhone and iPad devices, as indicated by its supported devices list.

### How often is SixtyForty updated?

The latest version of SixtyForty is 2.0.0, which was last updated on October 1, 2022. This suggests a release cadence that may vary.

### What is the age rating for SixtyForty?

SixtyForty has an age rating of 4+, making it suitable for a wide range of users.

### What is the user sentiment for SixtyForty?

Based on the provided data, SixtyForty has a rating of 3.7 stars from 3 ratings. This indicates a generally positive but mixed user reception.

## Version history (last 4 releases)

### 2.0.0 — 2022-10-01

SixtyForty is now free
* Free version of SixtyForty is limited to a single account.  
* For multiple accounts, please upgrade to SixtyForty Pro (in-app purchase).  Existing users will be upgraded to the Pro version automatically.
* Updating for iOS 16

### 1.1.0 — 2022-01-29

* Use account groups to manage independent sets of accounts
* Corrected iCloud issue that caused duplicate account groups

### 1.0.1 — 2022-01-24

* Holding display order can be changed by going to account settings
* Minor UI tweaks

### 1.0 — 2022-01-08

No release notes.

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## More apps by Greg Wilding

- [HouseCurve](https://appshunter.io/ios/app/housecurve/id1470695018)

All apps by Greg Wilding: https://appshunter.io/developer/1470695017

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*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 2026-08-18.*