How does Allocator ensure portfolio data security?
All user data is encrypted using TLS 1.2 in transit and AES 256 at rest. We don’t store wallet keys and enforce strict API access controls. Our backend runs on secure, audited infrastructure. Learn more at allocator.app/security
Do you support exchange or wallet integrations?
Allocator supports major centralized exchanges (CEX) and self-custodial wallets through API key connections. Wallets remain under your control—we simply pull read-only data for analysis.
Are there any usage limits?
Our Free plan includes limited portfolio backtesting and basic insights. Advanced analytics and unlimited rebalancing simulations are available on Pro and Enterprise plans.
Can I use Allocator with my team?
Yes, we offer collaborative portfolio management. Teams can analyze shared strategies and simulate group investment decisions under a single dashboard.
Which plan is best for me?
If you're an individual investor, our Pro plan unlocks advanced features and tailored AI insights. For firms managing client funds or multiple portfolios, the Enterprise plan includes analytics APIs and white-label options.
Where can I see my portfolio performance reports?
You can track all portfolio metrics, including Sharpe ratios, historical returns, and rebalancing suggestions, directly in your user dashboard.
Does Allocator support DeFi assets?
Allocator supports select DeFi tokens and LP positions. We are continuously expanding coverage for protocols across Ethereum, Polygon, Arbitrum, and more.
Can I export data or connect to BI tools?
Yes, you can export portfolio reports as CSV or connect via API for use in custom dashboards or tools like Tableau, Power BI, and Looker.