AllocatR vs Snowball Analytics

AllocatR - Portfolio Rebalancing for Investors & Advisors AllocatR is the smart rebalancing tool for long-term investors and financial advisors who want to keep portfolios balanced and on-target. Whether you're managing your own investments or rebalancing client portfolios, AllocatR makes it simple. FOR INDIVIDUAL INVESTORS: Perfect for passive investors who want to dollar-cost average and maintain target allocations across Stocks, ETFs, Mutual Funds, and other assets. FOR FINANCIAL ADVISORS & RIAs: Manage multiple portfolio models for your clients. Switch between Conservative, Moderate, Aggressive, or custom allocation strategies on the fly. Quickly rebalance client accounts against their target model—no desktop required. KEY FEATURES: MULTIPLE PORTFOLIO MODELS (Advisor Tier) Save unlimited portfolio models with custom allocations. Perfect for advisors managing diverse client profiles—Conservative (30/70), Moderate (60/40), Aggressive (80/20), Income-focused, or any custom strategy. Switch between models instantly when rebalancing different clients. SMART REBALANCING CALCULATIONS Specify your assets and target percentages. Enter current holdings and total investment amount. AllocatR calculates exactly how much to BUY or SELL to reach your targets. COMPLETE PRIVACY & LOCAL STORAGE Your financial data stays on your device—never uploaded to servers. Perfect for advisors who need to maintain client confidentiality and data security. OFFLINE FUNCTIONALITY Rebalance portfolios anywhere, anytime—no internet connection required. Work with clients on-site or review portfolios during travel. ENHANCED SECURITY Protect sensitive portfolio data with PIN or biometric authentication (Face ID / Touch ID). WHY CHOOSE AllocatR? - Simplifies portfolio rebalancing for individuals and advisors - Manages multiple client models in one app - Ensures complete data privacy and security - Provides clear, actionable BUY/SELL recommendations - Works offline—accessible anywhere, anytime Start managing investments smarter with AllocatR—whether you're building wealth or serving clients. For subscription terms: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Snowball Analytics is an advanced mobile application for efficient management and analysis of your investment portfolios, allowing you to conveniently consolidate multiple brokerage accounts, plan and track your investments, control dividends, and make informed investment decisions. The number of portfolios depends on subscription plan. The free plan allows to track one portfolio. Monitor cash flow: A calendar for dividend and coupon income allows you to stay informed on expected and actual payments, amortizations, and redemptions. Set a goal and determine when you can achieve your financial dream. Reveal actual returns: With Snowball Analytics, you can identify the portion of your profits spent on broker commissions, accurately calculate annualized returns, and understand the difference between profits in local currency and foreign currency. The application provides in-depth analytical data and answers to crucial questions. International investments: Snowball Analytics supports multi-currency portfolios and supports assets from around the world, covering all major global exchanges. This gives you the freedom of choice and ample opportunities to diversify your portfolio. Regular Updates and Enhancements: The Snowball Analytics development team consistently works on improvements and adding new features. Regular updates ensure information relevance and functional expansion to meet user needs. We listen to our users' needs, so if you have any ideas or suggestions, feel free to reach out! Benefits of using Snowball: Convenience and accessibility: An intuitive interface makes investment management simple and accessible for every investor, regardless of their experience in investing. Anonymity and security: User data security is a top priority for Snowball Analytics, ensuring complete user confidentiality and anonymity without requiring personal information during registration. Easy data upload: Integration with numerous brokers facilitates convenient access to dividend and coupon data from various sources. Deep Analysis: Conduct a detailed analysis of your investment returns, including broker commissions, currency revaluation, taxes and more, to make informed financial decisions. Conclusion: Snowball represents a simple yet powerful tool for tracking, managing, and analyzing an investment portfolio. It combines cutting-edge technology with a user-friendly interface, making it an ideal choice for investors at all levels. With it, you gain full control over your investments and can effectively plan and execute your investment strategy. Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula