Allocator

Allocator puts you in the drivers seat of your investment portfolio. Never have any doubt that your hard earned investments are getting you closer to the retirement you want. Allocator demystifies the endless numbers that keep us guessing about our financial path. Take control with Allocator.

With Allocator you can;
- track portfolio performance
- review and adjust your allocations
- add transactions including stock splits, dividends, return of capital and more
- generate reports
- manage multiple currencies

Quickly see how your current allocation aligns with your goals. Know precisely what to sell and buy to rebalance your portfolio. Looking to invest more? Know exactly what sectors you should be buying.