AllocateRite

Cut through the noise.

AllocateRite updated their website address.

Link your multiple brokerage accounts and analyze your portfolio risk in seconds.

For Your

AllocateRite puts “AI” into risk management with its RiskMonkey™ portfolio risk analyzer, a cutting-edge tool that easily and securely links to your brokerage account and helps you analyze your portfolio risk (we support more than 450 brokerages).

Provides strategies used by professional investment firms

AllocateRite is providing both turn-key solutions via its four core strategies and tailored alpha overlays for institutional users with access to BlackRock Aladdin strategies.

AllocateRite is providing both turn-key solutions via its four core strategies and tailored alpha overlays for institutional users with access to BlackRock Aladdin strategies.

RiskMonkey analyzes that portfolio's risk characteristics, including the traditional quantities of value at risk, max drawdown, and correlation with the S&P 500. RiskMonkey employs AI to forecast value at risk, giving users a more accurate, cutting-edge tool. Even for large portfolios consisting of hundreds of positions, the foregoing analysis is synthesized into a single overall risk number, within seconds, providing the user a high-level snapshot of his portfolio's vulnerability.

Allocaterite strategies are GIPS verified and AI-driven for consistent risk-adjusted returns, and seek to deliver capital preservation, appreciation and income.

Tailor-made for 401k and retirement accounts.

Evaluate the Risk of your 401k and retirement funds.

• RiskMonkey™ generates alerts when there is momentum change in a stock in your portfolio: ‘up to down’ or ‘down to up’.
• You can dynamically see the impact to portfolio risk by adding and removing selected positions.

•Track AR strategy
• Go live with the strategy. You can assign your current portfolio or part of your portfolio to use our strategy by freeing up cash in your portfolio.
• On the first Wednesday of each month, we will calculate allocations for your portfolio. You can then execute these allocation trades to rebalance your account yourself, or you can grant us permission to execute the allocation trades on your behalf.

AllocateRite added a button to make it easier to use an app.

"A sound, automated approach to investment management is no less valuable to the average individual than it is to large institutions, if not more so, given how slanted the financial industry is. That is why we are delivering our strategies to everyone." AllocateRite's Chief AI Data Scientist shared insights on RiskMonkey and AllocateRite App.
https://markets.businessinsider.com/news/stocks/allocaterite-democratizes-wealth-management-with-its-new-mobile-app-available-on-apple-app-store-and-google-play-store-1028641553

AllocateRite Democratizes Wealth Management with its New Mobile App, Available on Apple App Store and Google Play Store | Markets Insider NEW YORK, Oct. 29, 2019 /PRNewswire/ -- AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based...

AllocateRite attends 2019 CHAINDD fintech conference! @ New York Marriott Marquis