Allocatio - Portfolio Tracker

ArtaFocInnovations

Contains adsIn-app purchases

About this app

Allocatio is a modern, fully private investment portfolio tracker and asset allocation manager designed to give you total control over your wealth.

Keep track of stocks, ETFs, crypto, and treasury bonds without creating an account, without cloud servers, and without sharing your financial data.

KEY FEATURES:

📈 ALL-IN-ONE ASSET TRACKING
- Global Stocks & ETFs (real-time/delayed prices via Yahoo Finance & Stooq).
- Cryptocurrencies (BTC, ETH, and more).
- Government & Retail Bonds with automatic interest rate and maturity valuation.
- Cash & custom assets in PLN, USD, and EUR.

📊 ASSET ALLOCATION & MODEL STRATEGIES
- Compare your current holdings with target model portfolios (e.g., 60/40, Permanent Portfolio, Ray Dalio's All Weather).
- Create custom target allocation models.
- Easily identify which assets need rebalancing.

🔒 100% PRIVACY & STANDALONE ARCHITECTURE
- No registration or cloud servers required – all logic runs locally on your smartphone.
- Your holdings and financial transactions never leave your device.
- Full backup control with easy CSV export and import.

📂 MULTI-PORTFOLIO & AGGREGATED VIEW
- Manage multiple independent portfolios (e.g., Retirement, Crypto, Dividend growth).
- Consolidated Master Portfolio view to see your total net worth in your preferred base currency (PLN, USD, EUR).

🌐 MULTILINGUAL & AUTOMATIC FX CONVERSION
- Supported in English, Polish, and Spanish.
- Automatic currency conversion for international holdings.

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Legal Disclaimer: Allocatio is a personal tracking and analytics tool. It does not provide financial advice, trading services, or investment recommendations.
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What’s new

Initial release of Allocatio!
• Track investment portfolios across stocks, bonds, and custom assets.
• Real-time stock prices (Yahoo Finance & Stooq).
• Retail Treasury Bond valuation (COI, EDO, ROS, ROD).
• Portfolio rebalancing hints based on target strategy weights.
• Multi-portfolio support with a consolidated master view.
• Multi-currency support (PLN, USD, EUR).
• CSV backup export and import.