Intelligent Portfolio

All Assets in one spot, at one glance.

Intelligent Portfolio is the portfolio rebalancer that keeps you on target — without spreadsheets, without syncing your bank, and without an account.

Add your holdings once. Set target allocations per asset class. The app tells you exactly what to buy or sell to get back on track.

REBALANCE WITH PRECISION The two-level algorithm works the way a portfolio manager thinks: it balances flows at the asset-class level first, then breaks down the individual orders per holding. Results are grouped by class so you can see the full picture at a glance — no maths required.

SMART WITHDRAW Need to raise cash? Enter a target amount and Smart Withdraw builds a proportional sell plan that raises exactly that sum while keeping your allocation as close to your targets as possible. Take money out without throwing your portfolio off balance.

BUILT FOR PRIVACY Everything stays on your device. No account required, no server, no third-party sync. Your portfolio data never leaves your iPhone unless you choose to enable iCloud backup in Settings.

PRO FEATURES A 7-day free trial unlocks the full Pro experience: • Unlimited holdings and asset classes • Smart Withdraw • Two-level Rebalance with class grouping • iCloud backup

After the trial, choose the plan that suits you: • Monthly — $6.99 / month • Yearly — $99.99 / year

Subscriptions are managed through your Apple ID. Cancel any time in Settings → Apple ID → Subscriptions.

NO LOGIN. NO FRICTION. Open the app, complete a 3-step onboarding, and you're in. No email, no password, no account wall between you and your portfolio.

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