SixtyForty 2.0.0

SixtyForty is an innovative tool designed for individual passive investors seeking to manage their portfolios effectively. It serves as a valuable resource for assessing investment portfolios and determining whether rebalancing is necessary.

• Rebalance summary that highlights asset allocation errors
• Historical plots assisting in the evaluation of asset and account volatility
• Facilitates rebalancing with cash flows in and out of accounts
• Enables rebalancing of both individual accounts and across multiple accounts
• Models portfolios based on various asset types and target allocations
• Administers independent sets of accounts through account groups
• Offers data backup via iCloud

The development of SixtyForty addresses the challenges faced by investors who often rely on spreadsheets or comprehensive online investment services. Spreadsheets, while versatile, can be cumbersome and prone to errors, whereas online services typically necessitate sharing sensitive account information, which may compromise privacy and control over investment choices.

Notably, SixtyForty does not require access to users' accounts; data entry is conducted manually. The application calculates asset allocation discrepancies relative to user-defined target portfolios, thereby informing decisions about necessary rebalancing trades. Additionally, users benefit from historical plots that illustrate the volatility and performance trends of their investments.

SixtyForty caters specifically to knowledgeable do-it-yourself investors who recognize the significance of asset allocation and the rebalancing process. It is essential to note that the application does not function as a robo-advisor and refrains from offering investment advice or directives on portfolio structuring or trade timing; these aspects remain firmly in the user's hands.

The free version of SixtyForty accommodates only a single account. To manage multiple accounts, users can upgrade to SixtyForty Pro through an in-app purchase.

For those interested in enhancing their understanding of investing, educational resources are available at sixtyfortyapp.com.