Powerful Features
Professional portfolio management tools designed for modern investors
Smart Portfolio Creation
Build optimized portfolios with advanced algorithms that balance risk and return. Our intelligent system suggests allocations based on your investment goals, risk tolerance, and market conditions.
Advanced Analytics
Professional-grade tools to analyze, optimize, and monitor your investment portfolios with institutional-quality metrics.
Real-Time Rebalancing
Automatically detect portfolio drift and suggest rebalancing actions to maintain target allocations.
Risk Analytics
Comprehensive risk metrics including VaR, CVaR, maximum drawdown, and correlation analysis.
Performance Attribution
Understand what drives your returns with factor-based performance attribution analysis.
Portfolio Intelligence
Our AI-powered portfolio assistant helps you make smarter investment decisions. Get instant insights, optimization suggestions, and risk alerts - all powered by advanced machine learning algorithms.
Historical Backtesting
Test your strategies against 20+ years of market data across multiple asset classes.
Market Data Integration
Live market data feeds for stocks, ETFs, bonds, and alternative investments.
Custom Constraints
Set position limits, sector exposures, and ESG criteria for your portfolios.
Multi-Account Management
Manage multiple portfolios with different strategies and constraints simultaneously.
Tax Optimization
Tax-loss harvesting and tax-aware rebalancing to maximize after-tax returns.
API Access
RESTful API and webhooks for seamless integration with your existing systems.
Workflow Automation
Streamline your investment process with powerful automation tools. Set up rules-based rebalancing, automated alerts, and scheduled reports to save time and reduce errors.
Scenario Analysis
Model different market scenarios and see how your portfolio would perform. Test against historical crises, inflation scenarios, or custom market conditions.
Automated Reporting
Generate professional investment reports with performance analytics, risk metrics, and attribution analysis. Schedule daily, weekly, or monthly reports.
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Join thousands of investors using Allocator to build better portfolios.