Allocations Table

Allocations Table

Each row of the Allocations table describes a ‘slice’ of a strategy’s allocation pie.

Schema

This table can be populated from the openalloc/allocation schema.

Where support has been added, the Allocation Table can be populated through drag and drop of exports from your allocation provider. They can also be manually created and modified in the UI.

A comma- or tab-delimited file adhering to the following schema can also be imported through drag and drop or the Import menu:

Name	Type	IsRequired	IsKey	Descript
allocationStrategyID	string	true	true	The strategy associated with this allocation.
allocationAssetID	string	true	true	The asset of the allocation.
targetPct	double	false	false	The fraction of the asset in the strategy.
isLocked	bool	false	false	Whether the targetPct is locked (or floating).

Normalization

When allocations for a strategy don’t sum to 100.0%, a button at the bottom of the table will allow you normalize to 100.0% when pressed.

Those allocations that are ‘locked’ will be preserved where feasible.

Advanced Feature

The ‘Roll-up Asset’ consolidation feature can merge smaller allocations into related ones, but the allocation in the table remains unchanged.