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)

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 based on, for example, the features you use or your age. Learn More

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