Allocation: manage a portfolio of strategies, not a single bet
Allocation is a web platform that turns trade copying from a subscription to one trader into managing a portfolio of strategies. You assemble your own team of robots and experts, where each gets a share of capital and its own execution rules, while your funds stay on your trading account. Below is how the tool is built and what each of its elements means.
The problem this was built for
Any strategy eventually stops working: a trader falls into a prolonged drawdown, a robot breaks after a change of market regime, one idea cannot cover different market phases. A subscription to a single source of signals makes your result a hostage to someone else’s form. And connecting a dozen signals at random is not diversification — without accounting for capital shares and correlation, it is merely a growing number of independent sources of risk.
- Several strategies with explicit capital shares
- Each has its own copy rules and limits
- Analytics and drawdown control across the whole portfolio
- One strategy’s decline does not sink the whole account
- The result is a hostage to one author’s form
- No capital distribution or correlation accounting
- Drawdown is noticed late, without statistics
- One idea does not cover different market phases
What the platform does
Strategy portfolio
A team of robots and experts on a single account — instead of betting on one author.
Capital shares
Each strategy is assigned an explicit share of the deposit, with the free remainder tracked.
Execution rules
Volume-calculation method, lot multiplier, position ceiling, entry filters and the tracking algorithm.
Marketplace
A list of strategies with growth, drawdown and age and a button to connect them into your portfolio.
Analytics by slice
Results broken down by instrument, hour, day of week and trade direction.
Risk control
Auto-pause and subscription closure at a floating-loss threshold.
The strategy marketplace
Strategies are chosen in the marketplace — a showcase with public statistics. Each one displays its key figures, and connecting it into your portfolio takes a single button.
| Metric | What it means |
|---|---|
| Growth | The strategy’s cumulative return |
| Drawdown | The largest fall in capital from a peak |
| Age | How long the strategy has traded publicly |
| “Copy” button | Connects the strategy into your portfolio |
How it works: three steps
- Pick strategies in the marketplace, weighing growth, drawdown and age.
- Assemble the portfolio: assign each strategy a capital share and copy rules — the volume-calculation method, lot multiplier, position ceiling and entry filters.
- Connect your trading account through a limited-access API: trades are copied, and your funds stay with you.
Trust model: the money stays with you
The platform does not take funds under management and never asks for the trading-account password. The connection is made through an API with limited permissions: the system can copy trades and read statistics, but it cannot withdraw money.
Detailed section breakdowns
Each section of the platform is covered separately — with terminology, parameters and common mistakes:
Platform overview
What Allocation is, how a portfolio copy-trading platform differs from a signals service, how an account connects through a limited-access API, and which sections make up the interface.
Portfolio and capital load
A breakdown of the four capital-load figures in Allocation — Deployed, Occupied, Utilized and Portfolio share: what each one means, how they differ and what Utilized above 100% is telling you.
Strategy marketplace
A checklist for vetting a strategy in the Allocation catalog: growth, drawdown, age, signal-account balance, trading activity, follower count and the Available / On request statuses.
Copy setup
A breakdown of the strategy-connection wizard in Allocation: capital share, Smart copying versus manual risk management, the volume-calculation method, the lot multiplier, reverse copying and two protective rules.
Subscriptions and analytics
The operational work with subscriptions in Allocation: statuses, pause and resume, open positions, Resync when out of sync, the event log, CSV export, filters and AI insights.
What the platform does not do
It does not forecast the market and does not improve the quality of someone else’s signals. It does not remove market risk: copying trades remains trading with the possibility of losing capital. It does not guarantee returns — the tools cap the damage and make a strategy’s decline visible sooner, but they do not turn a losing strategy into a profitable one.