Home › Finance
US
1 of 1 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 6 images
iPad 6 images
What’s New Version v.0.1.7
• Bug Fix: Navigation Bar
Description
Intelligent Portfolio is the portfolio rebalancer that keeps you on target — without spreadsheets, without syncing your bank, and without an account.
Add your holdings once. Set target allocations per asset class. The app tells you exactly what to buy or sell to get back on track.
REBALANCE WITH PRECISION
The two-level algorithm works the way a portfolio manager thinks: it balances flows at the asset-class level first, then breaks down the individual orders per holding. Results are grouped by class so you can see the full picture at a glance — no maths required.
SMART WITHDRAW
Need to raise cash? Enter a target amount and Smart Withdraw builds a proportional sell plan that raises exactly that sum while keeping your allocation as close to your targets as possible. Take money out without throwing your portfolio off balance.
BUILT FOR PRIVACY
Everything stays on your device. No account required, no server, no third-party sync. Your portfolio data never leaves your iPhone unless you choose to enable iCloud backup in Settings.
PRO FEATURES
A 7-day free trial unlocks the full Pro experience:
• Unlimited holdings and asset classes
• Smart Withdraw
• Two-level Rebalance with class grouping
• iCloud backup
After the trial, choose the plan that suits you:
• Monthly — $6.99 / month
• Yearly — $99.99 / year
Subscriptions are managed through your Apple ID. Cancel any time in Settings → Apple ID → Subscriptions.
NO LOGIN. NO FRICTION.
Open the app, complete a 3-step onboarding, and you're in. No email, no password, no account wall between you and your portfolio.
Terms of Use: https://iportfolio.ertugrulkucukkaya.com/terms
Privacy Policy: https://iportfolio.ertugrulkucukkaya.com/privacy
In-App Purchases US pricing
Subscriptions Subscription
Early Bird Yearly · Yearly 7-day free trial$99.99
Early Birds Monthly · Monthly 7-day free trial$12.99
Capabilities
In-App Purchases
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 8 versions
Build 888022104vv.0.1.72026-07-09 05:07:20
• Bug Fix: Navigation Bar
Build 887659110vv.0.1.62026-07-01 04:42:23
• Bug fixes
Build 886953940vv.0.1.52026-06-26 17:41:57
• Smart Withdraw — enter a target amount and the app builds a sells-only plan that raises that cash while keeping your allocation as close to target as possible. No manual maths.
• Smarter Rebalance — the two-level algorithm computes a class-level flow first, then optimises within each class. Orders are grouped by asset class so you can see exactly what's moving where.
• What's New sheet — upgrading users see a one-time summary of everything new; dismiss once and it's gone.
• 7-day free trial — the trial window is now 7 days (was 14). Lifetime access is available immediately alongside monthly and yearly.
• No login required — the paywall is the only gate after onboarding. Sign in from Settings if you want cloud backup.
Existing portfolio data, holdings, and targets are untouched.
Build 886555907vv.0.1.42026-06-09 16:53:18
Welcome to Intelligent Portfolio.
• Rebalance is now a first-class action — sell-and-buy to your target mix with no new money required, at any portfolio size.
• Pick your mode explicitly: Rebalance, or Add cash (keep your current mix, or also sell to target).
• Bespoke asset-class glyphs across the app, in light and dark.
• Clearer drift breakdowns by class and holding.
Local-first and private by design — your data never leaves your device.
Build 885767106vv.0.1.32026-05-20 23:12:09
A cleaner first-run experience based on real user feedback:
• 3-step onboarding with a Quick Start picker — your first asset class is seeded so the dashboard isn't empty when you arrive.
• Renamed "drift" to "off target" everywhere, with a tap-to-learn explainer that breaks down what the number means and what the colour bands mean.
• First-visit dashboard tour: a 2-card guide pointing at the Off Target card and the Buy tab. Fires once, dismissible.
• Section detail now leads with three KPIs at the top: total value, performance (gain/loss %), and off target. Each holding shows its current value, performance, and off-target inline.
• Smart Buy result rows are simpler — no more confusing +/− signs next to the amount; the BUY/SELL tag carries the direction.
• Settings is half the length: rarely-used rows live behind one tap-to-expand "Advanced" section.
• Bottom nav is 4 tabs instead of 5; per-section target editing moved to a gear icon on the Portfolio header.
• When you have lots of holdings, the buy-plan bar groups them by asset class with diagonal stripes so it stays readable.
• Smaller wins: defaults to your last-used broker on a new holding, cash positions don't require a name, capacity bar fills as you approach the 10-holding Free cap.
Build 885629772vv.0.1.22026-05-14 20:43:22
New Feature:
• Tracking various crypto assets - Add your wallet address, choose the chain, the assets,
• Portfolio widgets
• Bug Fixes.
Build 885418809vv.0.1.12026-05-09 18:08:21
Asset-class management with two-level targets, Smart Buy deposit optimizer, cross-broker rebalancing, drift insights, six languages, three home-screen widgets, and automatic iCloud sync (Pro). Local-first — your portfolio stays on your device.
Build 885214596vv.0.1.02026-05-07 10:26:18
Price history by region
Currency
Show
Columns
Search
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 0 | — | v.0.1.7 |
Change log 12 changes · US
✎
releaseNotes updated
• Bug Fix: Navigation Bar
✎
description updated
Intelligent Portfolio is the portfolio rebalancer that keeps you on target — without spreadsheets, without syncing your bank, and without an account.
Add your
✎
subtitle updated
Smart asset allocation app
✎
name updated
Intelligent Portfolio
◆
Version v.0.1.7 released
• Bug Fix: Navigation Bar
◆
Version v.0.1.6 released
• Bug fixes
◆
Version v.0.1.5 released
• Smart Withdraw — enter a target amount and the app builds a sells-only plan that raises that cash while keeping your allocation as close to target as possible. No manual maths.
• Smarter Rebalance — the two-level algorithm computes a clas
◆
Version v.0.1.4 released
Welcome to Intelligent Portfolio.
• Rebalance is now a first-class action — sell-and-buy to your target mix with no new money required, at any portfolio size.
• Pick your mode explicitly: Rebalance, or Add cash (keep your current mix, or a
◆
Version v.0.1.3 released
A cleaner first-run experience based on real user feedback:
• 3-step onboarding with a Quick Start picker — your first asset class is seeded so the dashboard isn't empty when you arrive.
• Renamed "drift" to "off target" everywhere, with a
◆
Version v.0.1.2 released
New Feature:
• Tracking various crypto assets - Add your wallet address, choose the chain, the assets,
• Portfolio widgets
• Bug Fixes.
◆
Version v.0.1.1 released
Asset-class management with two-level targets, Smart Buy deposit optimizer, cross-broker rebalancing, drift insights, six languages, three home-screen widgets, and automatic iCloud sync (Pro). Local-first — your portfolio stays on your devi
◆
Version v.0.1.0 released