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Allocator puts you in the driver's seat of your investment portfolio. Never have any doubt that your hard earned investments are getting you closer to the retirement you want. Allocator demystifies the endless numbers that keep you guessing about your financial path. Take control with Allocator.

  • With Allocator, you can track portfolio performance, review and adjust your allocations, add transactions, and much more.
  • Quickly see how your current allocation aligns with your goals. Know precisely what to sell and buy to rebalance your portfolio. Looking to invest more? Know exactly what sectors you

What's New in Allocator

Version 1.1.8:
  • Added the ability to opt-in for Beta testing (preference window)
  • Fixed British stock currencies to list pence vs pounds
  • Updated date picker to allow both direct entry and calendar popup.
  • Added money weighted return to performance report
  • Added option in preference window to select preferred return method to display in dashboard graph. (Time Weighted

Requirements for Allocator

  • OS X 10.10 or later
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Allocator User Discussion

Current Version (1.x)
Downloads 594
Version Downloads 384
License Shareware
Date 16 Jul 2015
Platform Intel 64 / OS X
Price $29.99
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