AllocatR: Portfolio Rebalancer

Name: AllocatR: Portfolio Rebalancer
Rating: 5 (3 reviews)
Author: Arlyn Technology LLC

By: Arlyn Technology LLC

Multi-Model Portfolio Tool

Features & Capabilities

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/

User Growth & Download Statistics

App

By:

Arlyn Technology LLC

Rating:

5.00

(3) 5.00

Version:

2.0.2 Last updated: 2026-04-15

Version code:

884523144

Creation date:

2024-04-10

Compatible devices:

Size:

55.79MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-07

Compare stats and ranking:

Ranking

# 615,876 ▲ 608,226

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Arlyn Technology LLC

Apple Apps Store

https://apps.apple.com/us/app/allocatr-portfolio-rebalancer/id6444242958

Website:

https://www.getallocatr.com

User Reviews

I really love this app—it‘s incredibly easy to use! Please keep up the great work! I’m really looking forward to using all the great features and new updates you‘ll be releasing.

by ap*****, 2026-05-13

If you're a long-term investor looking for a straightforward way to keep your portfolio balanced, AllocatR is a must-have. This intuitive app makes it easy to track your assets, calculate investment allocations, and identify whether you should buy or sell. I especially like that the developer listened to user feedback and implemented features like biometric authentication, to help secure our data and the app. This app has made it much easier for me to maintain a small, but balanced portfolio. If you're looking for a reliable and user-friendly tool to help you manage your investments, AllocatR is definitely worth a try!!!

by nu*****, 2024-08-24

I love it because I can use allocations easily. I also love it because I can edit the amounts I want. It is another thing to love because once again it is easy to use. The app calculates the amount you need to buy or sell by it’s self, so you are certain to get the best investments and payouts.