Target allocation
Set the weights you're aiming for and see current versus target for every holding at a glance.
Money
Put every dollar where it belongs.
Allocate tells you where your next contribution should go. Set a target allocation, enter your holdings and the cash you have to invest, and get a clear buy plan that moves your portfolio back toward target - without selling a thing, and without a spreadsheet.
✓ No ads✓ No tracking✓ Own your data✓ Offline first
What it does
Rebalance with new money, not guesswork.
Allocate compares your holdings to your target weights and works out exactly how to deploy this round's contribution - so every dollar you add brings the portfolio closer to the plan.
Buy-only plans
Allocate never suggests selling. It directs new cash to your most underweight positions first.
Pre-flight checks
Targets must add to 100%, with no duplicate, blank, or negative entries - before any plan is generated.
Before and after
See your allocation before and after the plan, with a target-accuracy score for the round.
Activity log
Save a plan for later or mark it complete with the amounts you actually bought - your holdings update to match.
Yours, locally
Everything stays in your browser. No accounts, no bank logins - just export and import when you switch devices.
Money
Open Allocate.
Know exactly where your next contribution should go. Runs in your browser, installs to your home screen, and works offline - with no ads and no tracking.