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.

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- 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.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • 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+
    • Copyright
      • © Copyright 2021-2023 OpenAlloc LLC