Best Asset Allocation Strategies Apps

250+ iOS apps curated and reviewed

3.9 avg rating
20 free apps
Updated July 2026

With an average user rating of 3.9★, the asset allocation strategies category is one of the App Store's strongest. Browse all 250+ apps we track, sorted so the most loved ones surface first.

Compare top Asset Allocation Strategies Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Asset Allocation StrategiesAsset Allocation StrategiesFreeNoNoMay 2026
2Merit Asset ManagementMerit Asset ManagementFreeNoNoMay 2026
3Enrich: Portfolio TrackerEnrich: Portfolio TrackerFree5.0★ (7)NoYesAug 2026
4Dominant: AI Portfolio AdvisorDominant: AI Portfolio AdvisorFree was $49.995.0★ (1)YesYesJun 2026
5Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (64K)YesNoAug 2026
6eVestmenteVestmentFree4.4★ (8)NoNoMay 2026
7Dorsey Wright MobileDorsey Wright MobileFree3.3★ (13)NoNoMay 2026
8Backtest - Stock Asset Portfolio AnalyserBacktest - Stock Asset Portfolio AnalyserFree1.0★ (4)NoNoMay 2026

Top Picks for Asset Allocation Strategies

Enrich: Portfolio Tracker#3

Enrich: Portfolio Tracker by Enrich Finance LLC

Retirement & investing planner
Worth Considering
💰 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 Strategies apps to explore

4
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Manage Stocks, Crypto & ETFs
Free
$49.99 | 100% OFF

This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.

AI-powered portfolio buildingPersonalized investment recommendationsActionable market insights
💰 Finance
(1)
subscription
5
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
6
eVestment
eVestment
eVestment
by eVestment
Free

Access institutional investment data, manager research, and competitive comparisons on the go. Analyze product performance, search for asset managers, and prepare for meetings with up-to-date information.

Manager research and due diligenceCompetitive comparisonsInteractive charting
💰 Finance
(8)
free
7
Dorsey Wright Mobile
Dorsey Wright Mobile
Dorsey Wright Mobile
by Dorsey, Wright & Associates, a Nasdaq company
Free

Access 30 years of technical analysis and research to identify relative strength and momentum across various financial assets. Implement model portfolios, receive alerts on significant price movements, and compare security performance. This tool helps automate portfolio management and strengthen financial product recommendations.

Relative Strength and Momentum identificationModel portfolio implementationSector rotation strategies
💰 Finance
(13)
free
8
Backtest - Stock Asset Portfolio Analyser
Backtest - Stock Asset Portfolio Analyser
Backtest - Stock Asset Portfolio Analyser
by Hundred Spires
Free

Monitor your investment portfolios and asset allocations using historical price data. Simulate how your portfolio would have performed in the past before making real investments.

Portfolio monitoringAsset allocation trackingRisk assessment
💰 Finance
(4)
free
9
iWealth Asset Allocation Game
iWealth Asset Allocation Game
iWealth Asset Allocation Game
by Game Plan8
Free

Learn financial terminology, asset instruments, and capital market conditions through interactive gameplay. This game challenges users to make strategic buying and selling decisions based on changing economic scenarios to build wealth and confidence.

Financial terminology trainingAsset instrument educationCapital market understanding
📚 Education
(2)
free
10
Ascent Wealth Strategies
Ascent Wealth Strategies
Ascent Wealth Strategies
by Ascent Wealth Strategies, LLC
Free
💰 Finance
(0)
11
Aureus Asset Management
Aureus Asset Management
Aureus Asset Management
by Aureus Asset Management, LLC
Free
💰 Finance
(0)
12
Ursa Invest
Ursa Invest
Ursa Invest
A Curated Investing App
Free

This app acts as a digital portfolio manager, using an AI recommendation engine to build and actively manage personalized stock portfolios. It provides digestible research and daily insights, along with free macroeconomic market updates for everyone.

Personalized stock portfoliosAutomated portfolio managementAI recommendation engine
💰 Finance
(19)
ad-supported
13
Aerarium
Aerarium
Aerarium
Portfolio policy & X-ray
Free
💰 Finance
(0)
14
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
15
United Asset
United Asset
United Asset
by United Asset Strategies, Inc.
Free

Access your account details, balances, and recent transactions on the go. Easily connect with your financial advisor and view all content they share.

View account informationCheck balancesSee recent transactions
💰 Finance
(1)
free
16
Unit Trust Corporation
Unit Trust Corporation
Unit Trust Corporation
by Trinidad & Tobago Unit Trust Corporation
Free

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

Access accountsManage investmentsView financial services
💰 Finance
(0)
free
17
Arcana Analytics
Arcana Analytics
Arcana Analytics
Portfolio Intelligence
Free

This platform unifies analytics and research for investment professionals. It helps teams monitor performance, track risk, and manage research insights in one place.

Unified analytics and researchPerformance monitoringRisk tracking
💰 Finance
(9)
free
18
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
(59)
free
19
Workplace | American Century
Workplace | American Century
Workplace | American Century
Employer Retirement Plans
Free

Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.

View account balancesTrack investment performanceReview transaction history
💰 Finance
(2)
ad-supported
20
Total Return Preview
Total Return Preview
Total Return Preview
Calculate your Total Return
Free

This application is being discontinued and users are encouraged to migrate to a new version. It offers a simple data transfer process for past users to move their information to the successor app.

Total return calculationData transfer to new appDiscontinuation notice
💰 Finance
(46)
free

FAQ about Asset Allocation Strategies

Are there free asset allocation strategies apps for iPhone?
Yes — 20 of the top asset allocation strategies apps we rank are free to download, including Asset Allocation Strategies and Merit Asset Management.
Asset Allocation Strategies has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 250+ asset allocation strategies apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.