AllocatR: Portfolio Rebalancer
Multi-Model Portfolio Tool
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
AllocatR - Portfolio Rebalancing for Investors & Advisors
AllocatR is the smart rebalancing tool for long-term investors and financial advisors who want to keep portfolios balanced and on-target. Whether you're managing your own investments or rebalancing client portfolios, AllocatR makes it simple.
FOR INDIVIDUAL INVESTORS:
Perfect for passive investors who want to dollar-cost average and maintain target allocations across Stocks, ETFs, Mutual Funds, and other assets.
FOR FINANCIAL ADVISORS & RIAs:
Manage multiple portfolio models for your clients. Switch between Conservative, Moderate, Aggressive, or custom allocation strategies on the fly. Quickly rebalance client accounts against their target model—no desktop required.
KEY FEATURES:
MULTIPLE PORTFOLIO MODELS (Advisor Tier)
Save unlimited portfolio models with custom allocations. Perfect for advisors managing diverse client profiles—Conservative (30/70), Moderate (60/40), Aggressive (80/20), Income-focused, or any custom strategy. Switch between models instantly when rebalancing different clients.
SMART REBALANCING CALCULATIONS
Specify your assets and target percentages. Enter current holdings and total investment amount. AllocatR calculates exactly how much to BUY or SELL to reach your targets.
COMPLETE PRIVACY & LOCAL STORAGE
Your financial data stays on your device—never uploaded to servers. Perfect for advisors who need to maintain client confidentiality and data security.
OFFLINE FUNCTIONALITY
Rebalance portfolios anywhere, anytime—no internet connection required. Work with clients on-site or review portfolios during travel.
ENHANCED SECURITY
Protect sensitive portfolio data with PIN or biometric authentication (Face ID / Touch ID).
WHY CHOOSE AllocatR?
- Simplifies portfolio rebalancing for individuals and advisors
- Manages multiple client models in one app
- Ensures complete data privacy and security
- Provides clear, actionable BUY/SELL recommendations
- Works offline—accessible anywhere, anytime
Start managing investments smarter with AllocatR—whether you're building wealth or serving clients.
For subscription terms: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Minor fixes
The developer, Arlyn Technology 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Purchases
- Identifiers
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Arlyn Technology LLC
- Size
- 38.5 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Advertising
- In-App Purchases
Yes
- AllocatR Pro $1.99
- Allocator Pro $39.99
- AllocatR Pro Yearly $17.99
- Allocator Advisor $599.99
- AllocatR Advisor Yearly $249.99
- AllocatR Advisor Monthly $24.99
- Copyright
- © 2026 Arlyn Technology LLC