Free
To look around and keep one portfolio.
Free during the closed beta
Request access →- Portfolios: 1
- Rows of the ranked list: 30
- Fair-value estimates per month: 3
- Holding periods of your lots (FIFO)
- Assistant messages per month: 5
Your whole portfolio, split by class, region and sector.
Asset-allocation analysis, tax dates by country and stock scores, with no broker API keys.
Free in the closed beta. No broker keys.
Request accessClosed beta · by invitation
See a demo portfolioDecision-support, not investment or tax advice.
Three risk levels, side by side
Calculating allocation
The model's split for each risk level, by asset class, as of the date shown — the same figures the account area uses. It names no security and is not an instruction; the split moves with market conditions.
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stocks with an Allocaria Score you can open part by part
The date of the data is not available.
34
countries: your tax dates in one place
When the tax year ends, when a return and the tax are due, and from which date a gain on a share can be tax-free. Dates only: no tax is calculated.
14
broker export formats the import recognises
Trading 212 · DEGIRO · XTB · Trade Republic · Revolut and more. You check every row before anything is recorded.
Free
free in the closed beta, no card needed
No broker keys, no orders. Investor and Pro are coming soon, with no price yet.
How it works
Add your lots
Upload your broker's statement, paste a list or add a trade by hand.
Check the rows we read
Every row is shown before anything is recorded. Fix what is wrong, skip what is not yours.
See your plan
Your holdings with their rating, and the market regime.
Which file do I need?
IBKR Flex statement
Exact lots with their dates — the one source we treat as exact.
Trading 212 · DEGIRO · XTB · Trade Republic · Revolut · Scalable Capital · Schwab · other brokers
A CSV, a screenshot or a pasted list. We read it for you; it stays provisional until you check the table and press Add.
We never ask for your broker password.
Top of the Allocaria Score ranking
Every score is decision-support — a rank, not a probability or price target. Read the Disclosure.
| Stock | Allocaria Score | Gap to estimate | Sector |
|---|
Crisis Risk Index
A transparent gauge of systemic stress — vulnerability and current stress combined into one honest score.
Loading the Crisis Risk Index…
Crisis Risk Index
Decision-support only — not a prediction or investment advice.
What Allocaria does
- Reads your broker's export, a screenshot or a pasted list, and shows every row to be checked before anything is saved
- Splits your portfolio by asset class, region and sector
- Shows each stock's Allocaria Score part by part, with the date of the data
- Compares your mix with the model split of your risk level and shows the gap
- Puts your portfolio next to the SPY index over the same period, with charts
- Shows tax dates for 34 countries: from when a gain can be tax-free (dates only, no tax is calculated)
- Shows the market stress level every day, with the signals behind it
- Makes a PDF report of your portfolio
Your independent analysis desk
Information only: no orders, no personal recommendations, no access to your accounts. Read the full Trust Center
Three plans. Free during the closed beta.
Free is open to invited accounts, no card needed. Investor and Pro are coming soon, with no price yet.
Investor
Main planFor an investor with several portfolios who wants the full ranked list and the holding-period tools.
Coming soon
Notify me at launch →- Portfolios: 3
- Rows of the ranked list: Whole list
- Fair-value estimates per month: Unlimited
- Holding periods of your lots (FIFO)
- Assistant messages per month: 50
Pro
For many portfolios, the largest Assistant allowance and the connections that are still being built.
Coming soon
Notify me at launch →- Portfolios: Unlimited
- Rows of the ranked list: Whole list
- Fair-value estimates per month: Unlimited
- Holding periods of your lots (FIFO)
- Assistant messages per month: 300
Closed beta: invited accounts are free and need no card. The limits in the table apply once the plans open. Until then the Assistant answers up to 20 messages a day per person with the AI model, and after that from fixed rules.
Compare all plans →Hear when Investor and Pro open
Leave your e-mail address and we write to you once, when Investor or Pro opens. Nothing is charged.
Questions
An IBKR Flex statement gives exact lots. Exports from Trading 212, DEGIRO, XTB, Trade Republic, Revolut, Scalable Capital, Schwab and a few other brokers are read directly, and any other broker's CSV is read by its column names; a screenshot or a pasted list works too. Every line is checked in a table before anything is recorded, and a row that cannot be read as a plain trade is left out and listed, never guessed.
It is yours: export everything as CSV or JSON, or delete it, in Settings. We do not sell data, show ads or use third-party trackers. The details are in the Privacy Notice.
It is the public rule of the country you pick as your tax residence — for example Slovakia: more than one year of holding; Czechia: more than three years; some countries have no such rule — applied to the purchase dates of your holdings. It is general information, not tax advice or a tax calculation. Rules change: check with your tax authority.
Free during the closed beta, with no card. Investor and Pro are coming soon and have no price yet; the plans page lists what each one includes.
No. It is a score built from groups of the latest quality, valuation and momentum facts, shown with its parts and its date. It is not a prediction, a probability or advice.
An independent developer in the EU. Write to info@allocaria.com — a person answers.
Bring one statement.
See your portfolio.
Free in the closed beta, by invitation. No broker keys.