Documentation

Flow Allocator

A power tool for the do-it-yourself investor

• Release Notes NEW

• Welcome to Flow Allocator!
• Getting Started

Allocation

• Strategy Allocation

Premium allocation features (available with ‘Investor’ Subscription):

• Consolidate
• Optimize

Holdings

• Holdings participation
• Holdings summary
• Orphaned holdings

Rebalance

• Rebalance
• Rebalance purchases
• Rebalance sales
• Rebalance summary

App Preferences

• Store
• Settings

Data Model

• Account Table
• Allocation Table
• Asset Table
• Cap Table
• Holding Table
• Security Table
• Strategy Table
• Tracker Table
• Transaction Table