Welcome to FlowAllocator

FlowAllocator is a portfolio rebalancing tool for do-it-yourself investors.

Whether your strategy is passive or active, or whether you rebalance annually or more frequently, FlowAllocator can provide flexibility in managing those rebalances, and help you save time, gain insight, and discover new opportunities.

FlowAllocator 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 FlowAllocator stays local to your computer. None of it is uploaded to the cloud. No connection to remote providers is involved.

Available for download in the Mac App Store. (U.S. only for now)

FlowAllocator Documentation

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 FlowAllocator,
• 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 Features for Premium Version

Premium features available with the in-app purchase of an Investor annual subscription.

Your purchase supports the development and maintenance of FlowAllocator.

Premium 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, FlowAllocator supports* the direct import of export files from some brokerages (and services). These presently include:

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 (with subscription):

Requirements

Requires macOS Big Sur (11.0) or later, running on Intel or Apple Silicon.