FlowAllocator Open 4+
Portfolio Rebalancing Tool
OpenAlloc LLC
-
- Free
Screenshots
Description
FlowAllocator provides the do-it-yourself investor a powerful tool for rebalancing their portfolios to meet the objectives of an asset allocation strategy.
What’s New
Version 1.13
- To simplify, removed MTracker support
- Updated importers for (what should be) current brokerage export formats
- Removed support for Schwab (All Accounts) export, as it had inconsistencies which increased maintenance load. User Individual account export instead.
- Name change from FlowAllocatorApp to "Flow Allocator"
- Updated for dependency changes (SwiftCSV, SwiftPriorityQueue, and removed KeyWindow)
- New Jekyll-based website
- New "open-portfolio" source code repository (separate from OpenAlloc libraries)
Ratings and Reviews
Finally found a simple solution for portfolio rebalancing...
... that doesn't involve spreadsheets, or a paid-subscription website that wants direct access to my brokerage account.
Thank you, OpenAlloc for providing this!
App Privacy
The developer, OpenAlloc LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- OpenAlloc LLC
- Size
- 6.4 MB
- Category
- Finance
- Compatibility
-
- Mac
- Requires macOS 12.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Copyright 2021-2023 OpenAlloc LLC
- Price
- Free