Type what you'll invest. See what to buy.
You set your portfolio's targets. Aportly works out how many shares to buy to get closer to them, and logs your purchases in one tap.
- No login
- Your data stays on your phone
- No asset recommendations
How it works
- 1
Add your portfolio
A target for each class, then ticker, quantity and weight in class for each asset, one by one or from a CSV.
- 2
Type what you'll invest
The app fetches quotes and the exchange rate, and shows you when they're from.
- 3
Buy and log
Buy at your broker and tap "Bought". Your quantities update right away.
See where your investment goes
Before you buy, you see where each class stands, how far this investment moves it and where your target sits.
The targets are yours
The app does the math on the targets you set, and shows you what went into it.
Fills whatever is furthest from its target first
New money goes to whatever has the biggest gap.
Works in whole shares
You see how many shares of each asset to buy, and what's left over.
Tracks what's left to buy
Log each purchase as you go. The plan stays the same until you finish.
Shows when each quote is from
The first line on the screen shows when your quotes are from.
What it doesn't do
- Doesn't recommend assets
- Doesn't tell you to sell
- Doesn't place orders or connect to your broker
- Doesn't ask you to log in
From the blog
See all articlesHow to rebalance your portfolio without selling
The math that shows where new money goes, with example numbers.
Buy and hold: what it is and what research shows
What research shows about buying and holding, and about the cost of trading too much.
How much international stock should you own?
The study that simulated investors' lives with data from 39 countries, and what it doesn't say for investors outside the US.