Allocator HD by Robert Bernauer (iPad)
Released: Apr 12, 2011
Version: 1.3
Size: N/A
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Ranking - Finance (iPad)

Allocator HD

Robert Bernauer

Allocator is a sophisticated asset allocation tool for investors.

Perhaps the most important decision to make when investing for retirement is your asset allocation. Allocator is a tool designed to help make this decision simple. Allocator allows the user to select from ten of the most popular Vanguard funds and distribute their assets among them.

While distributing assets, Allocator provides instant information regarding the distribution of assets by fund, category (U.S. stocks, foreign stocks, bonds, and cash), and diversity (large, medium, and small cap companies.)

Allocator also contains a detailed tool to help construct a portfolio. The portfolio builder allows the investor to generate a sensible and efficient portfolio by answering a few simple questions.

Lastly, Allocator has a unique back testing tool. This allows you to test the performance of your proposed portfolio over the last few decades compared to the stock market index.

Simply put, Allocator makes investment planning easy.

Our verdict: Ok
  • + Allocator HD is an ok, 3.5-star app.
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