> ## Documentation Index
> Fetch the complete documentation index at: https://docs.allocait.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Add your holdings, write your rules, and read where you stand.

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](https://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](https://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](https://docs.allocait.app/guides/import-holdings.md).
* **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](https://docs.allocait.app/guides/update-holdings.md).

**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](https://docs.allocait.app/concepts/allocation-bands.md).

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](https://docs.allocait.app/concepts/position-sizes.md).

You can keep more than one set of rules and switch between them. See [Scenarios](https://docs.allocait.app/concepts/scenarios.md).

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](https://docs.allocait.app/guides/write-your-rules.md).

**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](https://docs.allocait.app/connect-an-agent.md) 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](https://docs.allocait.app/concepts/prices.md).

## Next steps

> [card] [Write your rules](https://docs.allocait.app/guides/write-your-rules.md)
>
> Keep your rules in a portable file you or an AI can edit outside the app.

> [card] [Plan a rebalance](https://docs.allocait.app/guides/plan-a-rebalance.md)
>
> See how far each class is from its band, and the amounts that close the gap.

> [card] [Check a change](https://docs.allocait.app/guides/check-before-you-trade.md)
>
> Ask which of your rules a change puts outside range.

> [card] [Scheduled brief](https://docs.allocait.app/guides/scheduled-brief.md)
>
> Have an agent report what changed.


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