Getting Started

First steps to rebalancing your portfolio with Flow Allocator:

  1. Create (or import) your accounts

  2. Create (or import) holdings for those accounts

  3. Ensure each held security is priced and assigned to an asset class

  4. Create (or import) your strategy, with allocations to each asset class

  5. Assign accounts to your strategy, and configure each as ‘trading’

  6. Start exploring!