Intelligent Portfolio

Intelligent Portfolio is the portfolio rebalancer that keeps you on target - without spreadsheets, without syncing your bank, and without an account. Add your holdings, set a target for each asset class, and the app tells you exactly what to buy or sell to get back on track. _________________________________________ ONE VERDICT. ONE PLAN. --------------------------------------- Portfolio - your net worth, one clear verdict of how far off target you are, and an actual-vs-target bar for every asset class, with a "Plan a rebalance" button. Plan - answer one question: Rebalance, Invest cash or Take cash out. You get a checklist of exact buy and sell orders to tick off and record. The plan is kept until you finish it. Activity - a performance chart and a ledger of every recorded trade. The + button on every tab adds a holding, records a trade, imports a file or connects a broker or wallet. A first-run checklist walks you to your first plan. _________________________________________ REBALANCE WITH PRECISION --------------------------------------- The two-level algorithm works the way a portfolio manager thinks: it balances flows between asset classes first, then breaks them down into orders per holding, grouped by class. Invest cash puts new money where it's needed most - often no selling required. Take cash out builds a proportional sell plan that raises the amount you need while keeping you as close to target as possible. Precise +/− steppers and a live "Allocated" total make your targets add up to 100%. Mark property, art or private stakes "Only as a whole" and plans never buy or sell a fraction of them. _________________________________________ BRING YOUR PORTFOLIO IN --------------------------------------- Import a CSV from any broker or spreadsheet. Trading 212, Interactive Brokers, eToro, Yahoo Finance, Saxo and Trade Republic exports are detected automatically, or map the columns yourself. A per-row report flags any line that needs attention. Connect Trading 212, Alpaca, IG or Public.com read-only (Pro). The app reads positions and never places trades. Your broker credentials stay in the iOS Keychain on your device. Track crypto wallets by public address: Bitcoin, Ethereum, Solana, BNB Chain and Polygon. _________________________________________ BUILT FOR PRIVACY --------------------------------------- Everything stays on your device. No account, no server, no third-party sync. Your portfolio data never leaves your iPhone unless you choose to enable iCloud backup in Settings. Broker connections run directly between your iPhone and your broker. Also included: home-screen widgets, light and dark mode, six languages (English, German, Spanish, Russian, Turkish, Chinese), larger tap targets, VoiceOver labels and Reduce Motion support. _________________________________________ PRO FEATURES --------------------------------------- A 7-day free trial unlocks the full Pro experience: Unlimited holdings and asset classes Read-only broker connections CSV import from any broker or spreadsheet iCloud backup Home-screen widgets Subscriptions are managed through your Apple ID. Cancel any time in Settings → Apple ID → Subscriptions. Intelligent Portfolio is a planning tool, not investment advice. You make every decision and place every trade yourself. Terms of Use: https://iportfolio.ertugrulkucukkaya.com/terms Privacy Policy: https://iportfolio.ertugrulkucukkaya.com/privacy