
FlowAllocator Open
Portfolio Rebalancing Tool
Only for Mac
Free
Mac
FlowAllocator provides the do-it-yourself investor a powerful tool for rebalancing their portfolios to meet the objectives of an asset allocation strategy.
This app hasn’t received enough ratings or reviews to display an overview.
- 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)
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- OpenAlloc LLC
- Size
- 14.4 MB
- Category
- Finance
- Compatibility
Requires macOS 12.0 or later.
- Mac
Requires macOS 12.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Copyright 2021-2023 OpenAlloc LLC