Portfolio Allocation
Step 1 of 6: Build your portfolio and enter tickers.
Tip: Paste tickers quickly (comma or newline separated). Use Tab to move between inputs.
Initializing draft state...
Start Options
OptionalStart from a saved portfolio
Load a portfolio you previously saved in Portfolio Management and rerun allocation.
Start fresh
Clear any cached wizard state (tickers, fetched data, and results) and begin from scratch.
This only resets the allocation wizard - it does not delete saved portfolios.
Guided Examples
Tier-aware starter portfolios for faster onboarding and experiments.
Plan tier: Free
1) Portfolio Input
Not startedAssets
Enter tickers and optional starting weights (weights do not need to sum to 1).
| Ticker | Start Weight (optional) | Remove |
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