Best Asset Allocation Apps

5.0(7 ratings)

FreeIn-App Purchases

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

Asset Allocation Strategies by Asset Allocation Strategies, LLC

Strong Contender

0.0(0 ratings)

Free

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Assets allocation: allocrafter by LiangYu Ko

Wealth Tracker & Allocation

Worth Considering

Betterment Invest & Save Money

0.0(0 ratings)

$0.99

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More Asset Allocation apps to explore

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Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

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Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Action is everything.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

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Asset Class

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