Allocra gives you professional-grade ETF optimisation, tax efficiency, dividend tracking, fund screening, and portfolio rebalancing — built for UK and US investors who want data, not guesswork.
Maximise risk-adjusted returns with intelligent allocation modelling
Navigate SIPP, ISA, 401(k) and Roth IRA tax rules to keep more
Track income, forecast yields, and monitor payment schedules
Filter 6,000+ funds by cost, performance, yield, and sector
Drift detection with precise, cost-minimised trade recommendations
Each tool is built to solve a specific problem in portfolio management. Together, they give you a complete optimisation engine.
Analyse and optimise your ETF portfolio for maximum risk-adjusted returns with intelligent allocation modelling.
Maximise tax efficiency across your wrappers and accounts. Navigate SIPP, ISA, 401(k), and Roth IRA rules with confidence.
Track dividend income across your entire portfolio with payment schedules, yield monitoring, and growth projections.
Filter and compare thousands of ETFs by cost, performance, yield, sector exposure, and more. Find the right fund in seconds.
Keep your portfolio aligned with target allocations. Get precise trade recommendations to rebalance with minimal cost.
| ETF | Ticker | Weight | YTD | Yield |
|---|---|---|---|---|
| Vanguard All-World | VWRP | 35.0% | +8.42% | 1.82% |
| iShares S&P 500 | CSP1 | 25.0% | +12.31% | 1.34% |
| Vanguard FTSE 100 | VUKE | 20.0% | +4.17% | 3.61% |
| iShares Corp Bond | CORP | 15.0% | -1.23% | 3.87% |
| L&G Gold Mining | AUCP | 5.0% | +18.64% | 0.45% |
No guesswork, no gut feelings. Allocra connects to your holdings and runs the numbers so you don't have to.
Connect your SIPP, ISA, 401(k), or brokerage account. Or upload a CSV. Allocra normalises everything into a single view.
Choose from five purpose-built tools. Each one surfaces specific insights — from tax drag to rebalancing trades to dividend forecasts.
Get clear, actionable outputs. Export trade lists, review projections, and make informed decisions backed by real data.
Every tool understands the rules, tax wrappers, and products specific to your market.
Optimised for HMRC rules, UK-domiciled funds, and the specific tax treatment of ISAs, SIPPs, and GIAs.
Full support for IRS rules, US-domiciled ETFs, and the tax treatment of retirement and brokerage accounts.
Join the early access list and be the first to use Allocra when we launch. No credit card. No commitment.