This is the strategy layer — target allocation and the weekly buy plan. Day-to-day holdings, prices and P&L live on the Investments page. Read/plan only — no trades are placed here.

Allocation by Bucket — now vs target

Now % matches each target ticker against your holdings (by ticker/symbol) on the Investments page. These named rows are your plan and should sum to 100%. Anything you hold that isn't listed here falls into Decision Required below. The weekly allocator directs new money to the most-underweight ADD targets (after reserves are funded).

Decision Required — off-plan holdings

Anything you hold that isn't a named target above lands here automatically — bought, but not part of the plan. Keep → plan promotes it to a target (you set bucket + %); Sell (TBD) flags it "to dispose". This bucket is excluded from the target %s and the weekly allocator, but still counts toward your total portfolio value.

Pot = this week's live Budget surplus. Always buys the single biggest gap vs target — no manual split to maintain. First-buy / sweep / withdraw limits come from each platform on the Accounts page. Plan only — place trades yourself.