Allocra / Workspace

Monday, 12 October 2026 / Overview

Your portfolio,
in perspective.

Review your allocation and see what deserves a closer look.

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Planned value$27,940+12.8% · 1 year
Recurring plan$1,200Monthly · review required
Issuer concentration34%Within your 40% guide
Portfolio overlap11%Low overlap observed

Allocation overview

Core allocation · 3 assets

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3 ETFs

Core allocation

Last adjusted 12 October · user controlled

Global equity55%
US treasury27%
Gold trust18%
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Portfolio path

Illustrative basket history

Basket valueIllustrative market index

Wallet access

Connect to view your positions.

This prototype uses a demo state only. No wallet provider is contacted and no address is requested.

ModeLocal demo
FundsNever accessed
OrdersNot executed

Purchase plan / preview

Review this month’s allocation.

A $1,200 monthly draft split across three individually held ETFs.

Contribution$1,200
Estimated costs$2.52
Market windowCheck at order

Quotes and market status require refresh when placing an order. Saving this preview only records a local planning event.

Workspace

Move around Allocra.

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