New subscribers get 7 days free, then $20/month. Cancel before your trial ends to avoid a charge. Renews automatically unless canceled. Checkout confirms your first billing date.
Today’s holdings and planned percentages for all 50 strategies
Why each holding was chosen
Portfolio changes, with old and new percentages
Optional emails: strategy changes, morning mixes and weekly recaps
Free shows older portfolios. All Access shows today’s.
Simulated results are public. Free holdings and explanations are delayed 14 days.
What is included in Free and All Access
What you get
Free
All Access
Follow strategies & inspect their published records
Included
Included
Portfolio holdings & exact target weights
14-day delay
Current
Holding rationales & portfolio decisions
14-day delay
Current
Consensus ownership & manager detail
14-day delay
Current
Email updates for followed-strategy portfolio changes
Not included
Included (enable in account)
Market-morning email of saved-portfolio strategy mixes
Not included
Included (saved portfolios)
Weekly recap of followed strategies
Not included
Included (enable in account)
Build and customize a portfolio
Eligible delayed sources
Current sources
Save portfolios across devices
With a free account
Included
Review saved targets with an external AI assistant
Available with eligible data
Available with current access
Choose emails in Account → Settings. Turn on Email alerts plus Portfolio changes & morning mixes, or Weekly monitoring brief for weekly recaps. Morning emails combine your saved portfolio's chosen strategies in equal shares; your personal percentages, added stocks and removed stocks are not included. “Current” means the latest published plan, not live trading updates. Planned percentages are separate from recorded simulated trades.
Before you subscribe
A few practical details.
Does one subscription really unlock all 50 strategies?
Yes. Monthly and six-month plans unlock the same 50 strategies. There is no per-strategy charge.
What am I paying for while the track records are still young?
You pay for today’s portfolios, explanations and updates. Young simulated results do not prove future success. Read each strategy’s record, approach and risks before using it.
How does the free trial work?
New subscribers get full All Access for 7 days on either billing term. After the trial, your selected plan costs $20 monthly or $100 every six months. Cancel in Account → Plan & billing before your trial ends to avoid a charge. Your account shows the first billing date. One trial per customer; returning subscribers pay when they resubscribe.
How does billing work?
Choose $20 billed monthly or $100 prepaid for six months. The six-month option saves $20 compared with six monthly payments. Your selected term renews automatically unless you cancel. Checkout confirms the first charge and payment schedule before you subscribe.
Can I cancel?
Manage your subscription and cancel future renewal through Plan & billing in your account. Access continues through the period already paid for. The prepaid six-month term is non-refundable once the paid term begins.
How long is the founding rate locked?
Your founding rate stays locked while your subscription remains active. If the subscription ends, a later subscription may use the rate offered at that time.
Do I need to follow a strategy to see its portfolio?
No. All Access unlocks all 50. Following saves a strategy to My Strategies and helps you choose alerts; it does not change what your subscription includes.
Does Allocation Agents trade for me?
No. These are simulated strategy portfolios managed by AI agents. You decide independently whether to act in your own brokerage account. Allocation Agents does not connect to your broker, execute your trades, or personalize allocations. Returns are not guaranteed.
Can I build a portfolio before subscribing?
Yes. Use eligible delayed strategy targets in Portfolio Builder and save named portfolios across devices with a free account. All Access adds current source targets across all 50 strategies. Try Portfolio Builder →
Can an AI assistant fetch my saved portfolio?
Yes. Connect Allocation Agents to a supported assistant to fetch your saved targets and inspect published strategy holdings and rationales. Your assistant may separately use its own broker connection; you confirm account scope and approve any proposed orders there. Copy and paste remains available. See setup and supported workflows →
