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Allocado

Goals-based asset allocation tracking across multiple accounts and brokerages.

Allocado Logo - anthropomorphic smiling avocado half with coin next to growth chart

Most portfolio tools show allocation across your entire net worth. Allocado is different — it groups your accounts by goal (Retirement, House, Car, etc.) so you can see whether each goal's allocation is on target independently, even when the underlying accounts are spread across multiple brokerages.

Features

  • Goals-based view — group accounts (Roth IRA, 401k, HSA, taxable) under a savings goal and track allocation per goal
  • Multi-class assets — funds like VT automatically roll up into their component asset classes (60% US equity, 40% international) for accurate allocation math
  • Drift analysis — see current vs. target allocation at a glance, with overage/underage per asset class
  • Bond duration tracking — weighted average duration per goal, flagged against your time horizon
  • Rebalancing suggestions — specific trades to get back to target
  • Glide path support — scheduled target shifts as a goal's time horizon shortens

Stack

Getting started

# Install dependencies
bun install

# Set up environment variables
cp .env.example .env
# Fill in CLERK and DATABASE_URL values

# Run database migrations
bun db:migrate

# Start dev server
bun dev

You'll need a Clerk account (free) and a Neon Postgres database (free tier).