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A scenario is a named set of rules. Each rule covers one asset class and holds an allocation band, a size range, a short size range, or a mix of them, plus an optional target. Allocait checks a portfolio against its active scenario. A rules text describes one scenario. If you keep different rules for different conditions, save each set as its own scenario, for example Rules A and Rules B, and change which one is active instead of editing one set back and forth. A new account starts with an empty scenario; see below.

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Scenarios and portfolios

A scenario belongs to you, not to any one portfolio. A portfolio has one active scenario at a time. You can point more than one portfolio at the same scenario, or give each portfolio its own. A new account starts with an empty scenario called My rules, active on a portfolio called Main Portfolio. You enter every number; Allocait never picks one for you.

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The active scenario

The active scenario is the one a portfolio’s compliance and rebalance are checked against. Only a deliberate act on a scenario sets it:
  • You pick it in the top-bar switcher, or choose Make active on a scenario in Allocation.
  • An agent sets it with save_portfolio and active_scenario_id, when you ask.
  • On the done step of a setup file import, you can pick one from a list.
Nothing else writes it. Creating, editing, copying rules into or opening a scenario leaves the active one unchanged. So do importing a setup file or rules text, undoing an import and loading a page. Allocait also never picks one for you: a portfolio with no active scenario stays that way until you choose, even when you have only one scenario.

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When none is set

Deleting the active scenario leaves the portfolio with none. Deleting a scenario also deletes its restore points, the saved copies that let you undo a change to its rules, and the past values kept for its rules. You can’t undo a deletion.

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Other things you can do

  • To look at or edit another scenario without switching, pick it on the Rules or Edit as text tab. An Active tag marks the one in use.
  • To add, copy or delete a scenario, use the menu beside its name: Add scenario…, Copy rules to…, Delete scenario….

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For agents

An agent sees the same scenarios as the app. list_portfolios returns each scenario with its rule_count and the portfolios that use it. save_scenario creates or renames one, delete_scenario deletes one and needs the confirm_name the user gave, and save_portfolio with active_scenario_id changes the active scenario. get_portfolio_snapshot, check_allocations and check_trades take an optional scenario_id and default to the portfolio’s active scenario. To change a scenario’s rules, see Rules text.

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Next steps