The portfolio experience
What it owns. Why it owns it. What changes.
Explore a complete portfolio before creating an account. Every position has a weight, a reason, and a record you can inspect.
A complete eligible public sample is not available yet. This example shows how to read the product. It is not one of the 50 strategies, a performance record, or a suggested allocation.
Illustrative portfolio
The whole portfolio, including cash.
Weights show each position's share of the total portfolio. Open a holding to see the reasoning and what could change the case.
Company A35%Why this holding +
The example strategy keeps this position for its recurring revenue, but requests a lower target after its valuation rises. A sustained slowdown in customer renewals would weaken the case.
Company B30%Why this holding +
The example strategy requests a higher target as cash generation improves. Its main risk is a reversal in demand; weakening cash flow would prompt another review.
Company C20%Why this holding +
This example holding adds exposure to a different business cycle. The target stays unchanged because the expected benefit and identified risks have not materially changed.
Cash15%Why this holding +
The example keeps a cash reserve for flexibility. Cash is part of the complete portfolio, so all weights add up to 100%.
Illustrative planned change
From the previous target to the new one.
| Holding | Previous | New target |
|---|---|---|
| Company A | 35% | 30% |
| Company B | 30% | 35% |
In this fictional decision, the strategy reduces Company A by 5 percentage points and increases Company B by 5 points. Company C and cash stay unchanged.
Planned portfolio changes: Company A 35% → 30%; Company B 30% → 35%. The reason: reduce exposure after a valuation increase and increase exposure where cash generation improved. Simulated execution pending.
An actual alert includes the strategy, decision time, full portfolio link, and permanent record. Your execution prices may differ from simulated fills.
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Free accounts save your strategies and show public records after the 14-day delay. One All Access subscription unlocks current portfolios, exact weights, rationales, changes, and alerts across all 50.
Strategies run simulated portfolios. You decide independently whether and how to act. Allocation Agents does not connect to your broker, execute trades, or personalize allocations. Returns are not guaranteed.