We are not a bank, broker, or investment institution, and we are not affiliated with one. Allocations is an independent tool that helps you track and manage a portfolio you hold elsewhere. All figures shown are retrieved and displayed via a mix of public and paid third-party financial APIs. Nothing on this site is personalized investment advice.
Content on Allocations — including diversification scores, ETF suggestions, and backtest results — is provided for informational and analytical purposes only. It does not constitute investment, legal, or tax advice, and should not be relied upon as the sole basis for any financial decision.
Market, fundamental, and macroeconomic data are sourced from a combination of public and licensed third-party APIs. While we work to keep this data accurate and current, we cannot guarantee it is free of delay or error, and it should be independently verified before being acted on.
Allocations never connects to your brokerage account, never executes trades, and never has access to move funds on your behalf. Every "buy" or "sell" figure shown is a suggestion for you to act on manually, wherever you actually hold your assets.
We collect only what's needed to run your account and improve the product: portfolio data you enter, usage analytics, and billing information for paid plans. We do not sell personal data to third parties. [Full privacy policy — placeholder for complete legal text.]
By using Allocations, you agree to use the service for personal portfolio analysis only and to keep your account credentials secure. [Full terms of service — placeholder for complete legal text.]
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