Allocations exists because managing a real portfolio — across brokers, platforms, and asset classes — is harder than it should be.
Most tools either try to be your broker or give up after showing you a pie chart. We wanted something in between: a place to set a real target allocation, see exactly where you drift from it, and fix it in a couple of clicks — without opening five spreadsheets.
We don't hold your money, execute trades, or give personalized financial advice. Allocations is an analysis and tracking layer that sits on top of the accounts and platforms you already use.
allocations.pro is not an investment platform — it is a tool to help you track and manage your own portfolio. The site is not affiliated with any bank or investment institution, and every figure you see is retrieved and displayed via a mix of public and paid market-data APIs. It exists purely to help you analyze and organize your holdings, external to wherever those holdings actually live.
No brokerage revenue, no order flow, no incentive to nudge you toward a product. Our only job is to show you your portfolio clearly.
Every score, chart, and suggestion traces back to a sourced figure — sector weight, expense ratio, historical return — not a hunch.
No lock-in. Export what you build, use whichever broker or exchange you like — Allocations is the layer above, not instead of.