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 — an "everything else" row instead sums whatever's left on its Platform, unclaimed by any other target. The weekly allocator below directs new money to the most-underweight ADD targets (after reserves are funded).

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.