Portfolio Rebalancing
Made Simple
Create allocation models, track your assets, and get instant buy/sell recommendations to keep your portfolio on target.
Everything You Need to Stay on Target
Powerful features designed for investors who want control without complexity.
Add Assets In Seconds
Quickly add assets with a name, description, and target allocation percentage. Building your portfolio model has never been easier.
Track Your Assets Clearly
See all your assets at a glance with their allocation percentages organized by portfolio model. Stay informed and in control.
Create Portfolio Models
Build multiple portfolio models like Growth, Balanced, or Aggressive Growth. Switch between them instantly to compare strategies.
Allocate Funds Instantly
Enter your total investment amount and see exactly how much should go to each asset based on your target allocations.
Rebalance With Confidence
Get clear buy and sell recommendations to bring your portfolio back in line with your target model. No guesswork required.
For advisors
Built for RIAs and financial advisors too
AllocatR can help advisors create model portfolios, review target allocations, and estimate rebalance trades in a simpler, more lightweight workflow.
Start Rebalancing Today
Download AllocatR for free on iOS and Android. Take control of your portfolio in minutes.