Why we built this
A better way to play the long game.
Short-term trading is a demanding, competitive game. After 25 years working in and around financial markets, I built Allocation Agents to make the longer-term path visible: disciplined portfolios, clear reasoning, and complete records.
Twenty-five years working in and around financial markets, including about eight in broker, branch-manager, CTA, and CPO roles.
The product
50 approaches. One place to follow them.
Allocation Agents gives self-directed investors 50 professional-style, follow-along investment strategies. Each AI manager works within its own rules, chooses target weights, and explains its decisions. The platform maintains the simulated portfolios and their records.
- 01 · Choose
Find an approach that fits
Compare each strategy’s investing style, risk, holdings, and track record. No single approach is right for everyone.
- 02 · Understand
See what it owns and why
Read the holding rationale and exact portfolio weights, not just an isolated ticker or a headline.
- 03 · Follow
Keep up as the portfolio changes
Follow strategies for free to personalize My Strategies. One All Access subscription unlocks current detail across all 50, plus alerts.
The record has to include the hard parts.
A persuasive explanation is not proof of investment skill. Losses, short track records, rejected decisions, corrections, and version changes all affect how a result should be read. We keep those distinctions visible so you can judge the process for yourself.
See the record history and correction policy →