allocrafter

assets allocation management

Free · Designed for iPad

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

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The developer, LiangYu Ko, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

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    The developer does not collect any data from this app.

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    • Seller
      • LiangYu Ko
    • Size
      • 28.4 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 13.0 or later.
      • iPhone
        Requires iOS 13.0 or later.
      • iPad
        Requires iPadOS 13.0 or later.
      • iPod touch
        Requires iOS 13.0 or later.
      • Mac
        Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © 2026 sk5s