Assets allocation: allocrafter
LiangYu Ko
No ratings yetFinanceAges 4+
Screenshots
About this app
Asset allocation is one of the key pillars of successful investing. However, most people tend to focus on the returns of individual investments, which often leads to several problems: 1. People are more willing to publicize a single successful investment while ignoring other (often multiple) losing ones, resulting in an overall erosion of assets. 2. Even when there is an exceptionally successful investment, because the capital invested usually represents only a small portion of total assets, it brings only a limited increase to overall wealth. In short, it’s seeing the trees but missing the forest. allocrafter brings your attention back to what truly matters: your assets and your asset allocation. By combining simple record-keeping with the handy tools provided by allocrafter, you’ll gain a whole new perspective. You’ll focus more on changes in your overall assets rather than the gains and losses of individual investments; you’ll find direction and clarity from asset allocation instead of the frustration that comes from riding the ups and downs of the market. Download and try it now. With continued use, you’ll experience remarkable changes. Features: 1. Automatic / manual stock price updates 2. Create asset snapshots and compare past and current allocations 3. Analyze asset allocation by category (e.g., currency or asset type); customizable categories 4. Net worth trend charts, with comparisons to the S&P 500 and the Taiwan Weighted Index 5. Export / import assets (XML format) 6. Simulation mode — estimate results after asset changes
What's new
Version 1.3.1 · Sep 14, 2026
- custom view of asset list. Now user can determine display order of asset elements. Save as preset view and then quick switch between them. - improved analysis charts * display unit price tred for Stock/Bond/ETF assets * drill down a group of asset (see composite of a group) * display asset value trend
More from LiangYu Ko
You might also like
BrisklensPAI WUHSUAN
WujiSeed瑜珊 林
Personal PortfolioSenthil Kumar Chandrasekaran
Fundly AIIliyas Zholdas
Cenvo: Money & Budget FlowADRIAN DANIEL CIOC
afcl financeFirm 23 Ltd.
SubPocket Subscription TrackerAfriwan Ahda
MileFile: Mileage LoggerFitzgerald Digital LLC
CRS El SalvadorCRS Sociedad Corredora de Seguros
Expense Tracker - Simple&QuickDESAIL