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This page takes you to a first check: your holdings, checked against your own rules. To look first, open the sample at allocait.app/try. It shows a fictional example checked against rules you can change, with no account.
1

Sign up and choose a plan

Go to allocait.app. If sign-up is open, create an account. If Allocait is in early access when you visit, the site shows a request form instead. Send your request to ask for access.With an account, choose a plan: Core or Advanced. Allocait has no free plan. Both plans start with a 14-day trial that asks for a card.A new account normally starts with a scenario called My rules (a named set of rules), a Main Portfolio and a zero cash position. You set every band and range; Allocait never picks a number for you.
2

Add your holdings

After you choose a plan, Allocait opens Home. Until you have holdings and ranges, Home shows a Set up card with up to three rows. Each row is done when its data exists, so nothing is saved about your progress:
  • Holdings. Select Add holdings to paste a list (one holding per line, symbol then shares) or choose a CSV file. This records what you hold and moves no cash. See Import holdings.
  • Ranges. Select Set ranges to open Allocation. Step 3 covers it.
  • Agent (optional). Select Connect an agent to copy a prompt and the connector URL. Step 5 covers it.
To set your cash balance, open the Position actions menu at the top right of Positions and choose Deposit or withdraw cash. To change what you hold later, see Update holdings.
3

Write your rules

Go to Allocation to give each asset class a band: a minimum and maximum share of your portfolio, and optionally a target.Illustrative example. The figures are hypothetical, not a recommendation.For example, an Equities band of 44% to 67% with a 53% target. See Allocation bands.To cap how large one holding can grow, set a size range for the class, for example no holding over 9% of the portfolio. See Size ranges.You can keep more than one set of rules and switch between them. See Scenarios.If you already have your ranges written down, select Have a setup file? Import it under the Set up rows. You can also import rules text. See Write your rules.
4

Read where you stand

Once you have ranges and holdings, the Set up card goes away and Home opens with one sentence: how many of your asset classes are in range, and which are outside and on which side. Until a holding has a quote, it says it is waiting on a price. Home also shows what moved since your last visit.Later, go to Compliance for the status on every asset class and holding. Open Home or ask your agent to check where you stand.
5

Connect an agent (optional)

Select Connect an agent on the Set up card, or see Connect an agent to pick Claude, ChatGPT, Codex, Cursor, another MCP client or the REST API. An agent supplies its own prices; if it can’t look one up, it asks you. See Prices.

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Next steps

Write your rules

Keep your rules in a portable file you or an AI can edit outside the app.

Plan a rebalance

See how far each class is from its band, and the amounts that close the gap.

Check a change

Ask which of your rules a change puts outside range.

Scheduled brief

Have an agent report what changed.