Assets allocation: allocrafter

Finanzas

$19.00 · Diseñado para iPad. No verificado para macOS.

Asset allocation is one of the key pillars of successful investing. However, most people tend to focus on the returns of individual investments, which often leads to several problems: 1. People are more willing to publicize a single successful investment while ignoring other (often multiple) losing ones, resulting in an overall erosion of assets. 2. Even when there is an exceptionally successful investment, because the capital invested usually represents only a small portion of total assets, it brings only a limited increase to overall wealth. In short, it’s seeing the trees but missing the forest. allocrafter brings your attention back to what truly matters: your assets and your asset allocation. By combining simple record-keeping with the handy tools provided by allocrafter, you’ll gain a whole new perspective. You’ll focus more on changes in your overall assets rather than the gains and losses of individual investments; you’ll find direction and clarity from asset allocation instead of the frustration that comes from riding the ups and downs of the market. Download and try it now. With continued use, you’ll experience remarkable changes. Features: 1. Automatic / manual stock price updates 2. Create asset snapshots and compare past and current allocations 3. Analyze asset allocation by category (e.g., currency or asset type); customizable categories 4. Net worth trend charts, with comparisons to the S&P 500 and the Taiwan Weighted Index 5. Export / import assets (XML format) 6. Simulation mode — estimate results after asset changes

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

- custom view of asset list. Now user can determine display order of asset elements. Save as preset view and then quick switch between them. - improved analysis charts * display unit price tred for Stock/Bond/ETF assets * drill down a group of asset (see composite of a group) * display asset value trend

El desarrollador (LiangYu Ko) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • No se recopilan datos

    El desarrollador no recopila ningún dato en esta app.

    Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

    El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

    Vendedor
    LiangYu Ko
    Tamaño
    25.2 MB
    Categoría
    Finanzas
    Compatibilidad
    Requiere iOS 15.0 o posterior.
    • iPhone
      Requiere iOS 15.0 o posterior.
    • iPad
      Requiere iPadOS 15.0 o posterior.
    • iPod touch
      Requiere iOS 15.0 o posterior.
    • Mac
      Requiere macOS 12.0 o posterior y una Mac con el chip M1 de Apple o posterior.
    • Apple Vision
      Requiere visionOS 1.0 o posterior.
    Idiomas
    Inglés
    Edad
    4+
    Copyright
    © 2026 sk5s