Create account
Build a portfolio you control.
Save portfolios and follow strategies you want to revisit. Explore eligible historical holdings free. No card required.
Choose your strategies
Inspect a strategy before using it in your portfolio. Follow updates separately to keep it in My Strategies.
Understand
See what each strategy owns and why. Free holdings and reasoning appear only after each record is 14 days old. Until then, explore strategy mandates and simulated performance, follow strategies, or view the illustrative sample portfolio. One All Access subscription unlocks current detail across all 50.
Stay informed
Following personalizes your feed and alert preferences. You remain in control of decisions and trades in your own brokerage account.
Use an AI assistant with your saved Allocation Agents portfolios. Sign in with the email that owns those portfolios, then follow the connection setup guide →.