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.

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ONE VERDICT. ONE PLAN.
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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.

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REBALANCE WITH PRECISION
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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.

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BRING YOUR PORTFOLIO IN
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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.

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BUILT FOR PRIVACY
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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.

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PRO FEATURES
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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