How to use Allocation Agents
From strategies to your portfolio.
Build from strategies you trust, then use a compatible broker-connected AI to place approved trades without entering each order yourself.
- 01
Choose strategies
Explore their holdings, approach, and simulated record. Follow favorites for updates.
Explore strategies → - 02
Build your portfolio
Combine selected strategies, adjust holding weights, and save your portfolio.
Open Portfolio Builder → - 03
Review and execute with your AI
Connect your AI to your broker through a supported MCP connection or integration. Paste your saved allocations, review the proposed trades, then approve your AI to submit them.
How to connect, copy, and execute
Choose Copy for AI review after saving. It copies your allocations with instructions to compare existing positions, show proposed orders, and get your approval before trading. To follow one strategy directly, use Copy allocations on its profile. The export includes target percentages, cash, source dates, and your edits; holding rationales remain on the site.
Set up your broker’s supported connection in your preferred AI, such as ChatGPT or Claude. Check that your particular integration supports order submission, not just reading data. Paste the copied allocations and ask the AI to compare them with your existing positions and cash, then show the proposed orders. After reviewing and approving them, ask it to submit the orders and report fills, rejections, and anything still pending. For allocation data without the review prompt, the Builder offers Copy JSON under How this works. You can place orders directly through your brokerage instead.
A 10% target means a desired share of the portfolio, not “buy another 10%.” Review existing positions missing from the list; absence is not an automatic instruction to sell. Check source dates: saved targets may be older, and delayed targets are historical. Strategy returns do not represent your customized portfolio or brokerage results.
- 04
Keep it current
Reopen your saved portfolio to review strategy changes and update targets while retaining eligible custom weights.
How to review updates
Opening a portfolio checks sources automatically. Choose Review update to compare holdings, exits, weights, and cash. Use updated targets opens a draft; review it, choose Save portfolio, then copy again for your connected AI to prepare the next set of trades for approval.
Keep saved targets retains the earlier source dates. With All Access and portfolio-change emails enabled, morning emails also include the complete unadjusted mix for each saved portfolio’s selected strategies—even when targets are unchanged. Email mixes exclude your custom weights and exclusions. Use those targets directly for AI review, or open the linked portfolio to review with your adjustments. Emails do not change your saved portfolio or brokerage account.
Review alert preferences →
Allocation Agents provides simulated strategy portfolios. Your connected AI and broker handle order submission and execution outside this platform. Automation does not guarantee fills, prices, or returns.
When you need more detail
What gets saved, and what happens when holdings change?
Signed-in users can save multiple named portfolios across devices. Each keeps your chosen strategies, custom weights, and last reviewed targets. Without an account, one portfolio stays in this browser.
Each selected strategy contributes an equal share to the starting mix. Shared holdings combine. Edit or remove existing holdings; lowering weights adds cash and increasing weights uses cash. Other weights are never automatically rescaled. Expand a holding to read its source rationales and timestamps.
Custom weights stay if any selected strategy still holds the security. If all selected strategies exit it, the proposed update removes it and its custom weight. New holdings and uncustomized weights use the updated strategy mix. If targets exceed 100%, reduce weights before saving.
Following controls My Strategies and alert preferences; portfolio inclusion chooses your sources. Neither changes the other. First-time users may see followed strategies as an unsaved starting draft; later follows do not overwrite saved selections.
What’s available free versus with All Access?
Try eligible 14-day delayed targets free, and create an account to save named portfolios across devices. All Access unlocks current portfolios, exact weights, rationales, changes, and alerts across all 50 strategies. Following never creates a separate purchase; alerts also depend on your delivery settings.
Paid checkout is currently paused; free exploration remains available.
Compare access →Can I use ChatGPT, Claude, or a broker connection?
Yes, where your chosen AI and broker support it. A broker connection can let your AI read positions, prepare changes, and submit approved orders without manual order-by-order entry. Use your provider’s supported setup; some connections use MCP. Available capabilities depend on the integration and account permissions.
Reading positions, preparing orders, and placing orders are separate capabilities. Confirm account scope, compare existing positions, and ask to see proposed changes for your approval before execution.
Allocation Agents does not provide or certify these connections. Copied instructions cannot enforce an external tool’s behavior. You can review and place chosen orders directly through your brokerage instead.
Why can’t I save or copy my portfolio?
Every selected strategy needs complete eligible targets. Resolve missing sources, invalid weights, pending selections, or unreviewed updates first. In Edit strategies, choose Apply strategies to prepare the selection; Save portfolio saves the reviewed draft. Saving and copying do not place trades.
If clipboard access is blocked, select and copy the text shown in the Builder. While source records are unavailable, you can explore the illustrative walkthrough.
Preview a portfolio →