Set allocations and track drift

Your allocation

Choose target percentages totaling 100%, including cash. Exclude holdings you want to leave untouched. Monitor your targets and allocation drift.

Allocation ranges

A 40% target with a 10% relative threshold has a range of 36–44%. Crossing a range signals a possible rebalance; it does not authorize trading.

Dynamic cash

Choose a reference amount, cash bounds and return endpoints. Your cash target changes within those bounds while the other targets stay proportional. Contributions and withdrawals also affect this signal. Academy explains the tradeoffs.