Flow Allocator
Flow Allocator is a portfolio rebalancing tool for do-it-yourself investors, for macOS.
Download
Available as a FREE download in the App Store:
Main Features
Whether your strategy is passive or active, or whether you rebalance annually or more frequently, Flow Allocator can provide flexibility in managing those rebalances, and help you save time, gain insight, and discover new opportunities.
Flow Allocator offers features accessible to those new to investing, as well as sophisticated capabilities for those who are managing multiple investment strategies across multiple accounts.
Your privacy is paramount. Financial data in Flow Allocator stays local to your computer. None of it is uploaded to the cloud. No connection to remote providers is involved.
Demo of Features for Basic Version
No purchase is required for the basic version. It’s free to use!
This video shows…
- how to set up your portfolio in Flow Allocator,
- how a target allocation can flow across accounts, including with user-specified limits,
- how to monitor the metrics of a rebalance (net gains, sale volume, etc.),
- how to incorporate non-trading assets into your allocation, and
- how to watch for potential wash situations
Demo of Advanced Features
(As of August 2022, advanced features are available to all users, formerly available with an in-app annual subscription.)
Advanced Features include:
- Enabling ‘Shuffle’ to randomly sort the account and asset order, as well as a random flow slider position.
- Enabling the three ‘Consolidation’ options.
- Enabling the Optimizer, to systematically search through the allocation space.
This video shows…
- how to reduce trades/volume through consolidating assets in the target allocation,
- how to incorporate holdings whose asset classes are not in the target allocation,
- how to reduce trades/volume through consolidating rebalance trades, and
- how to find an optimal allocation for the rebalance of a complex strategy
Import Support
Through the FINporter project in OpenAlloc, Flow Allocator supports* the direct import of export files from some brokerages (and services). These presently include:
| Service | Type | Notes |
|---|---|---|
| Fidelity Investments | Brokerage | |
| Schwab Brokerage Services | Brokerage | New in October 2021 |
| Allocate Smartly | Tactical Allocation Provider |
See the FINporter README for more details.
Where direct import of brokerage statements isn’t available, you can import data using delimited (CSV, etc.) tables using the formats specified in AllocData. See its README for more details.
*Support of any service, including those mentioned above, is neither a recommendation nor endorsement. Do your own research to find suitable vehicles to meet your investment objectives, or seek professional guidance.
Screen Images
Sidebar and Flow Slider:
Rebalance Guide:
Optimizer:
Requirements
Requires macOS Monterey (12.0) or later, running on Intel or Apple Silicon.
See Also
License
Copyright 2022, 2023 OpenAlloc LLC
All application code is licensed under the Mozilla Public License 2, except where noted in individual modules.
Re-useable library code may be under the MPL-2.0 or the Apache License, Version 2.0, except where noted in individual modules.