-<!DOCTYPE html><html lang="en"><head><meta charset="UTF-8"/><meta name="og:site_name" content="OpenAlloc Project"/><link rel="canonical" href="https://openalloc.github.io/FlowAllocator"/><meta name="twitter:url" content="https://openalloc.github.io/FlowAllocator"/><meta name="og:url" content="https://openalloc.github.io/FlowAllocator"/><title>FlowAllocator App | OpenAlloc Project</title><meta name="twitter:title" content="FlowAllocator App | OpenAlloc Project"/><meta name="og:title" content="FlowAllocator App | OpenAlloc Project"/><meta name="description" content="Power Tools for the Do-It-Yourself Investor"/><meta name="twitter:description" content="Power Tools for the Do-It-Yourself Investor"/><meta name="og:description" content="Power Tools for the Do-It-Yourself Investor"/><meta name="twitter:card" content="summary"/><link rel="stylesheet" href="/styles.css" type="text/css"/><meta name="viewport" content="width=device-width, initial-scale=1.0"/><link rel="shortcut icon" href="/images/favicon.png" type="image/png"/><link rel="alternate" href="/feed.rss" type="application/rss+xml" title="Subscribe to OpenAlloc Project"/></head><body><header><table class="headertable"><tr><td><a href="/"><img src="/images/both_icons.png" alt="FlowAllocator Logo"/></a></td><td><div class="wrapper"><a href="/" class="site-name">OpenAlloc Project</a><p class="site-subtitle">Power Tools for the Do-It-Yourself Investor</p><nav><ul><li><a href="/FlowAllocator">Flowallocator</a></li><li><a href="/FlowWorth">Flowworth</a></li><li><a href="/Libraries">Libraries</a></li><li><a href="/privacy">Privacy</a></li><li><a href="/terms">Terms</a></li><li><a href="/support">Support</a></li></ul></nav></div></td></tr></table></header><div class="wrapper"><p><strong><em> IMPORTANT NOTE as of August 2022, FlowAllocator is open source, licensed with MPL-2.0. All ‘Investor’ features that were formerly an in-app purchase are now available to all users. </em></strong></p><img align="right" src="../images/allocator_icon.png" width="128" height="128"/><h1>Welcome to FlowAllocator</h1><p><em>FlowAllocator</em> is a portfolio rebalancing tool for do-it-yourself investors.</p><p>Whether your strategy is passive or active, or whether you rebalance annually or more frequently, <em>FlowAllocator</em> can provide flexibility in managing those rebalances, and help you save time, gain insight, and discover new opportunities.</p><p><em>FlowAllocator</em> offers features accessible to those new to investing, as well as sophisticated capabilities for those who are managing multiple investment strategies across multiple accounts.</p><p>Your privacy is paramount. Financial data in <em>FlowAllocator</em> stays local to your computer. None of it is uploaded to the cloud. No connection to remote providers is involved.</p><p><a href="https://apps.apple.com/app/flowallocator-open/id1640747997">Available for download</a> in the Mac App Store.</p><p><a href="/allocator/contents/index.html">FlowAllocator Documentation</a></p><p>Application source (licensed with MPL-2.0) is available <a href="https://github.com/openalloc/flowapps">here</a>.</p><h2>Demo of Features for Basic Version</h2><p>No purchase is required for the basic version. It’s free to use!</p><h3>This video shows...</h3><ul><li>how to set up your portfolio in <em>FlowAllocator</em>,</li><li>how a target allocation can <em>flow</em> across accounts, including with user-specified limits,</li><li>how to monitor the metrics of a rebalance (net gains, sale volume, etc.),</li><li>how to incorporate non-trading assets into your allocation, and</li><li>how to watch for potential wash situations</li></ul><br/><div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/642208467?badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen style="position:absolute;top:0;left:0;width:100%;height:100%;" title="FlowAllocator-Basic-1 - HD 1080p.mov"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script><br/><h2>Demo of Advanced Features</h2><p>(As of August 2022, advanced features are available to all users, formerly available with an in-app annual subscription.)</p><p>Advanced Features include:</p><ul><li>Enabling 'Shuffle' to randomly sort the account and asset order, as well as a random flow slider position.</li><li>Enabling the three 'Consolidation' options.</li><li>Enabling the Optimizer, to systematically search through the allocation space.</li></ul><h3>This video shows...</h3><ul><li>how to reduce trades/volume through consolidating assets in the target allocation,</li><li>how to incorporate holdings whose asset classes are not in the target allocation,</li><li>how to reduce trades/volume through consolidating rebalance trades, and</li><li>how to find an optimal allocation for the rebalance of a complex strategy</li></ul><br/><div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/574781071?badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen style="position:absolute;top:0;left:0;width:100%;height:100%;" title="FlowAllocator-Premium-1 - HD 1080p.mov"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script><br/><h2>Import Support</h2><p>Through the <em>FINporter</em> project in <em>OpenAlloc</em>, <em>FlowAllocator</em> supports* the direct import of export files from some brokerages (and services). These presently include:</p><div class="special_table"></div><table><thead><tr><th>Service</th><th>Type</th><th>Notes</th></tr></thead><tbody><tr><td><a href="https://fidelity.com">Fidelity Investments</a></td><td>Brokerage</td><td></td></tr><tr><td><a href="https://schwab.com">Schwab Brokerage Services</a></td><td>Brokerage</td><td>New in October 2021</td></tr><tr><td><a href="https://allocatesmartly.com">Allocate Smartly</a></td><td>Tactical Allocation Provider</td><td></td></tr></tbody></table><br/><p>See the <em>FINporter</em> <a href="https://github.com/openalloc/FINporter">README</a> for more details.</p><p>Where direct import of brokerage statements isn't available, you can import data using delimited (CSV, etc.) tables using the formats specified in <em>AllocData</em>. See its <a href="https://github.com/openalloc/AllocData">README</a> for more details.</p><p>*<em>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.</em></p><h2>Screen Images</h2><p><em>Sidebar and Flow Slider:</em> <img src="/images/allocator0.png#center" alt="Sidebar"/></p><p><em>Rebalance Guide:</em> <img src="/images/allocator1.png#center" alt="Rebalance"/></p><p><em>Optimizer:</em> <img src="/images/allocator2.png#center" alt="Optimizer"/></p><h2>Requirements</h2><p>Requires macOS Monterey (12.0) or later, running on Intel or Apple Silicon.</p></div><footer><p>Copyright 2021-2022, OpenAlloc LLC. All Rights Reserved</p><p>Follow <a href="https://twitter.com/FlowAllocator">@FlowAllocator</a> on Twitter</p></footer></body></html>
0 commit comments