Best Rebalancing Apps

AllocatR: Portfolio Rebalancer

Multi-Model Portfolio Tool

Free

This tool simplifies portfolio rebalancing for investors and financial advisors. It calculates exact buy/sell amounts to maintain target allocations and offers robust privacy with local data storage. Manage multiple client models and rebalance portfolios offline.

SixtyForty

Simple portfolio rebalancing

Free

This tool helps DIY investors track their portfolios and determine if rebalancing is necessary. It visualizes asset allocation errors and account volatility, allowing for manual data entry without account access. The free version supports one account, with a Pro upgrade available for multiple accounts.

Dumori — Portfolio Tracker

by Chenwen GE

Free

Track your investments, organize them into custom groups, and set allocation targets. Plan future contributions to see how they align with your goals and identify rebalancing opportunities.

Dominant AI

AI assistant for investors

Free

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.

Sidepocket Mobile

Invest Tactically

Free

This app offers a quant-driven approach to investing, focusing on risk-adjusted returns and exclusive strategies. It provides tools for hedging and drawdown reduction to promote sustainable growth. Designed for analytical investors who prioritize transparency and strategic decision-making.

Perenvo: Portfolio Tracker

Allocation, Returns & Reports

Free

Track and analyze your investment portfolio's performance, allocation, and returns. Manage multiple portfolios with custom categories and rebalancing rules. Supports end-of-day data for China, Hong Kong, and U.S. markets.

Qucit Bike

by Qucit

Free

This app digitizes and optimizes bike-sharing system operations for field teams. It provides optimized routes for rebalancing and maintenance, integrating with navigation apps to guide operators efficiently. The solution aims to improve operator profitability and reduce environmental impact.

WealthPoise

Smart Portfolio Rebalancing

Free

This app helps investors maintain their ideal asset allocation across global markets. It offers smart rebalancing tools for new funds or full portfolio adjustments, multi-currency support, and net worth tracking. Receive deviation alerts and manage liabilities for a complete financial overview.

Cleardata

Smart Repossession Services

Free

Streamline your repossession company's post-recovery operations. This app enhances team productivity, allowing office staff to process recovered units faster and with fewer errors. Manage collateral efficiently and simplify the complexities of running a repo business.

Sango: Stock Portfolio Tracker

Crypto, Dividends & Net Worth

Free

Track your entire investment portfolio, including stocks, crypto, and real estate, with advanced financial metrics and planning tools. Define your own investment strategy and visualize your wealth clearly, all while keeping your data private and on your device.