Best Asset Allocation Strategies Apps

204+ iOS apps curated and reviewed

4.1 avg rating

20 free apps

Updated July 2026

With an average user rating of 4.1★, the asset allocation strategies category is one of the App Store's strongest. Browse all 204+ apps we track, sorted so the most loved ones surface first.

Top Picks for Asset Allocation Strategies

#1

Asset Allocation Strategies by Asset Allocation Strategies, LLC

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Ellevest: Investing for women by Ellevest, Inc.

Build wealth for your future.

Strong Contender

💰 Finance

4.7😞(5.8K ratings)

FreeAds

Ellevest: Investing for women screenshot 1

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

What We Love

🚀 Easy to use
💡 Empowering for women
👍 Visually appealing
🚀 Smooth onboarding process

Room to Improve

🐛 Buggy app experience
🔒 Difficult account management
🔒 Unresponsive customer service

#3

Schwab Mobile by The Charles Schwab Corporation

Own your tomorrow®

Worth Considering

💰 Finance

4.8😐(1.2M ratings)

FreeAds

#52in Finance

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Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

What We Love

🚀 Easy to use
🔒 Secure banking
👍 Excellent customer service
💡 Helpful research tools

Room to Improve

🐛 Inaccurate account information
🐛 Slow order execution
👎 Dated user interface

More Asset Allocation Strategies apps to explore

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

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

Snowball Analytics

Snowball Analytics

Portfolio & Dividend Tracker

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

Private markets investing

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

free with in-app purchases

Victory Capital

Victory Capital

For Every Investor

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking

Magnifi: Invest with AI

Magnifi: Invest with AI

Plan, invest, analyze, grow

This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.

AI investing assistantInvestment search enginePersonalized investing plans

free with in-app purchases

BBAE Pro - Trading & Investing

BBAE Pro - Trading & Investing

Stocks | Options | Portfolios

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

Commission-free stock tradingOptions trading strategiesAI-powered SEC filing analysis

Action is everything.

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

by Paradigm Press, LLC

Gain financial insights and stay ahead with independent analysis of future trends. Access articles, updates, and editor insights on the go to build and protect your wealth. Receive instant alerts for major developments and editor trade alerts.

Independent financial analysisAccess to articles and researchEditor portfolios and trade alerts

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)

iFlip: Automated AI Investing

iFlip: Automated AI Investing

Protect and Grow Wealth

This automated investing platform uses proprietary AI to analyze stocks and ETFs, aiming to protect wealth and outperform the market. It dynamically adjusts investments based on market volatility, helping users minimize risk and maximize returns.

Automated AI investingSmartFolios for stock/ETF analysisRisk minimization and volatility management

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

Dorsey Wright Mobile

Dorsey Wright Mobile

by Dorsey, Wright & Associates, a Nasdaq company

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

Total Return Preview

Total Return Preview

Calculate your Total Return

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

Data-driven market strategy

This app provides data-driven market analysis and recommendations to help you manage your TSP investments. It offers personalized strategies based on your risk tolerance and sends timely notifications to guide fund movements for growth and safety.

Data-driven market analysisPersonalized risk tolerance settingsInvestment recommendations

free with in-app purchases

Stock Events Portfolio Tracker

Stock Events Portfolio Tracker

Stocks, Portfolio & Dividends

Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications

Astor: AI Investment Advisor

Astor: AI Investment Advisor

Talk to your investments

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts

free with in-app purchases

Research Library & Analytics

Research Library & Analytics

by Bank of America

Access global research products from BofA Securities anytime, anywhere. This app is designed for institutional clients with a BofA Mercury™ Portal ID. Download is free, but standard data rates apply.

Access proprietary global researchAvailable anytime, anywhereFor institutional clients