Best Asset Allocation Apps

250+ iOS apps curated and reviewed

4.3 avg rating
19 free apps
Updated August 2026

If you already know Enrich, this is the deeper bench. 250+ asset allocation apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of August 2026.

Compare top Asset Allocation Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Enrich: Portfolio TrackerEnrich: Portfolio TrackerFree5.0★ (7)NoYesJul 2026
2Asset Allocation StrategiesAsset Allocation StrategiesFreeNoNoMay 2026
3Assets allocation: allocrafterAssets allocation: allocrafter$0.99NoNoJul 2026
4Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (64K)YesNoAug 2026
5Merit Asset ManagementMerit Asset ManagementFreeNoNoMay 2026
6Snowball AnalyticsSnowball AnalyticsFree4.8★ (2.1K)NoYesAug 2026
7Willow WealthWillow WealthFree4.6★ (1.6K)NoNoJul 2026
8AddeparAddeparFree3.9★ (58)NoNoJul 2026

Top Picks for Asset Allocation

Enrich: Portfolio Tracker#1

Enrich: Portfolio Tracker by Enrich Finance LLC

Retirement & investing planner
Editor's Choice
💰 Finance
5.0(7 ratings)
FreeIn-App Purchases
Enrich: Portfolio Tracker screenshot 1
Enrich: Portfolio Tracker screenshot 2
Enrich: Portfolio Tracker screenshot 3
Enrich: Portfolio Tracker screenshot 4
Enrich: Portfolio Tracker screenshot 5
Enrich: Portfolio Tracker screenshot 6

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.

More Asset Allocation apps to explore

4
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
💰 Finance
(64K)
free with in-app purchases
5
Merit Asset Management
Merit Asset Management
Merit Asset Management
Asset Allocation, Management
Free
💰 Finance
(0)
6
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

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.

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals
💰 Finance
(2.1K)
freemium
7
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
(1.6K)
free with in-app purchases
8
Addepar
Addepar
Addepar
Wealth management platform
Free

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.

Real-time portfolio dataNet worth trackingPerformance analysis
💰 Finance
(58)
free
9
Corebridge
Corebridge
Corebridge
Action is everything.
Free

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.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
💰 Finance
(49)
free
10
Indie Asset
Indie Asset
Indie Asset
by Indie Asset Partners, LLC
Free

Access your Indie Asset Partners' client portal on mobile. View portfolio details, allocations, and performance metrics. Stay informed about your investments with this convenient tool.

View portfolio account informationCheck allocation detailsMonitor performance metrics
💰 Finance
(4)
free
11
Azzad Asset Management
Azzad Asset Management
Azzad Asset Management
by Azzad Asset Management, Inc.
Free
💼 Business
(0)
12
HBL Asset
HBL Asset
HBL Asset
HBL Asset
Free

Manage your savings goals and investments with this finance app. Access your portfolio, view statements, and perform transactions like investing, converting, and redeeming funds. Get market information, use savings calculators, and access fund manager reports.

Portfolio visibilityAccount statement accessTransaction options (Invest, Convert, Redeem)
💰 Finance
(10)
free
13
Peak Asset Management
Peak Asset Management
Peak Asset Management
by Peak Asset Management LLC
Free
💰 Finance
(0)
14
Salkku
Salkku
Salkku
by Suomen Sijoitustutkimus Oy
Free
💰 Finance
(0)
15
StrategicPoint
StrategicPoint
StrategicPoint
by StrategicPoint Investment Advisors, Llc
Free
💰 Finance
(0)
16
AssetPrism: Asset Planner
AssetPrism: Asset Planner
AssetPrism: Asset Planner
FIRE Retirement Forecast
Free
💰 Finance
(0)
17
Milestone Asset Mgmt
Milestone Asset Mgmt
Milestone Asset Mgmt
by MILESTONE ASSET MANAGEMENT, LLC
Free
💰 Finance
(0)
18
Great Basin Asset Management
Great Basin Asset Management
Great Basin Asset Management
by Great Basin Asset Management LLC
Free
💰 Finance
(0)
19
ISEC Wealth Management
ISEC Wealth Management
ISEC Wealth Management
by ISEC WEALTH MANAGEMENT LTD
Free
💰 Finance
(0)
20
Wish Worth Wealth Jignesh
Wish Worth Wealth Jignesh
Wish Worth Wealth Jignesh
by Wish Worth Wealth
Free
🔧 Utilities
(0)

FAQ about Asset Allocation

What are the best asset allocation apps for iPhone?
Enrich: Portfolio Tracker tops our asset allocation apps ranking as of August 2026, with a 5.0-star average from 7 App Store ratings, and it's free to download.
Yes — 19 of the top asset allocation apps we rank are free to download, including Enrich: Portfolio Tracker and Asset Allocation Strategies.
Enrich: Portfolio Tracker has no ads and offers in-app purchases, according to its App Store listing as of August 2026.
We track 250+ asset allocation apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
Enrich is a smart finance tracker designed for passive DIY investors. It helps you connect brokerage accounts, set financial goals, and manage your investments with less manual work and more automation.
You can instantly connect brokerage accounts from major providers like Fidelity, Schwab, Robinhood, and Vanguard. The app is designed to integrate with popular investment platforms.

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