---
title: "AllocatR: Portfolio Rebalancer - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "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. Whe"
---

# AllocatR: Portfolio Rebalancer — United States
> Multi-Model Portfolio Tool

![AllocatR App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/42/1b/05/421b05b0-b755-ce2c-23fc-d90b6ccdbfa8/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/400x400bb.png)

**Developer:** [Arlyn Technology](https://apptail.io/developer/arlyn-technology-jNmg)
**Category:** Finance
**Rating:** 5.0/5 (4 ratings)
**Price:** Free
**Bundle ID:** com.arlyntechnology.assetAllocator
**Store:** Apple App Store
**Country:** United States
**Version:** 2.0.4 (released 2026-09-12)
**Original Release:** 2024-04-10

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6444242958)
**AppTail Page:** [https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/united-states](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/united-states)

## AllocatR Description
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: 

## AllocatR Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/85/2b/8d/852b8d6d-11d8-f0cc-f362-09f44cf0002a/create_models.png/1260x2736.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/d0/47/6f/d0476fc9-7330-d455-eb91-cbfd0c87476a/rebalance_models.png/1260x2736.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/9f/c8/eb/9fc8ebe7-c574-b2e7-4e8c-bfee8a2ddaec/Screenshot_2026-02-16_at_12.58.45_U202fAM.png/1260x2736.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/8e/e7/9c/8ee79c94-349a-16b2-7208-dfb3ef89e872/Screenshot_2026-02-16_at_12.58.31_U202fAM.png/1260x2736.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/d8/e9/10/d8e9104f-5e6c-0d15-2453-c4cf2a6aec13/Screenshot_2026-02-16_at_12.59.24_U202fAM.png/1260x2736.png)

## AllocatR Rating Breakdown in United States
- 5 stars: 4 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)

## AllocatR Reviews in United States

### ***** "👍👍👍👍👍❤️❤️❤️❤️"
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.
-- apittha, 2026-05-13

### ***** "A Simple, Secure, and Offline Portfolio Balancing Tool"
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!!!
-- nuheasy, 2024-08-24

### ***** "I love this tool!"
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.
-- Evidalfra, 2024-07-27

[View all AllocatR reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## AllocatR Discovered Keywords
- aaa asset allocation analyzer
- allocatr
- portfolio rebalancer


## AllocatR Available In
- [United States](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/united-states)
- [India](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/india)
- [Philippines](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/philippines)
- [Pakistan](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/pakistan)
- [Bulgaria](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/bulgaria)
- [Brazil](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/brazil)
- [Belarus](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/belarus)
- [Canada](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/canada)
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- [Chile](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/chile)
- [China](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/china)
- [Colombia](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/colombia)
- [Cyprus](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/cyprus)
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- [Cayman Islands](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/cayman-islands)
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- [Lithuania](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/lithuania)
- [North Macedonia](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/north-macedonia)
- [Malaysia](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/malaysia)
- [Nigeria](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/nigeria)
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- [Poland](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/poland)
- [Portugal](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/portugal)
- [Romania](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/romania)
- [Russia](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/russia)
- [Sweden](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/sweden)
- [Slovenia](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/slovenia)
- [Türkiye](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/turkey)
- [Taiwan](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/taiwan)
- [Ukraine](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/ukraine)
- [Uganda](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/uganda)
- [Vietnam](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/vietnam)
- [United Arab Emirates](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/united-arab-emirates)
- [South Africa](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/south-africa)
- [Australia](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/australia)
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- [Belgium](https://apptail.io/app/allocatr-portfolio-rebalancer-BdUp/belgium)

---

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