Allocation Map Desk
AI generated. Draw portfolio targets, preview cost aware balance changes and compare current versus proposed holdings under your own hypothetical shocks.
Screenshots
Screenshots supplied by the seller.
Description
AI generated. Allocation Map Desk turns a manually entered or imported stock and ETF snapshot into an editable allocation graph. Tap target tracks or edit weights in the table. Unallocated target weight becomes cash. Compare current weights, targets and modeled weights after share rounding, fees and adverse execution assumptions.
The proposed change calculation models sells first, then funds buys by largest dollar shortfall while preserving the target cash amount. It reports skipped changes, gross traded value, costs and proposed cash. A separate scenario graph compares current and proposed holdings under per holding shock assumptions. Keep notes and a checked workspace code or prepare a source labeled SVG report. No changes are executed.
This independent browser tool is intended for Nasdaq stock and ETF research using data you import. The included example values are original generated data, not actual or live Nasdaq prices. There is no provider connection, brokerage link, exchange affiliation or order execution. The hosted demo uses the same application code and works without external network requests.
Condition
Development stage: Mostly built (seller-declared)
Seller-declared: provided by the seller, not independently verified by SellMyVibe.
- Solo creator
- Mainly AI-generated
- Under one month in development
- Tests included
- Setup guide included
- Demo available
What works
- Editable current target and proposed weight graph with direct target track taps
- Holding snapshot editor and validated CSV import
- Sells before buys with deterministic shortfall priority and cash reserve guards
- Per order fees, adverse execution assumptions, share rounding and drift tolerance
- Per holding hypothetical shocks with an intensity curve for current and proposed holdings
- Checked snapshot workspaces, planning notes and readable plus SVG reports
What’s unfinished
No live feed, broker connection, cloud accounts, automatic price adjustment, exchange membership validation or native application.
Included assets
Editable application source
Original generated example data
CSV format guide
Setup and usage documentation
Repeatable calculation checks
Real running interface screenshots
Verification notes and asset license
Technologies
HTML, CSS, JavaScript, original SVG charts
Setup requirements
Open index.html in a current browser or use any static server. The hosted demo runs the same offline application. Choose Import data for the documented CSV format. Included examples are clearly labeled and may be explored without an import.
Dependencies and ongoing costs
A current browser. No paid service, provider account, external library or build step for the application. Node is needed only for optional supplied core checks. Imported data must be obtained under terms that permit your intended use.
Known limitations
Proposed changes are calculations at supplied prices, not executable orders, optimization or recommendations. Targets use the original snapshot total, so fees, slippage and rounding can leave targets unmet. Shock scenarios have no probabilities or correlation model. Snapshot prices, source and as of date are supplied by the user. No corporate action, tax, liquidity, market impact, fractional share eligibility or account restrictions are verified. No live data is supplied. Imported values and source labels are provided by the user and are not independently verified. Corporate actions, exchange calendars and investment suitability are not checked. No automatic storage. Save your work explicitly. Browser download and clipboard permissions can vary; text export alternatives are supplied where relevant.
Listings are reviewed for completeness and clarity before publication. Approval is not a guarantee of quality, ownership, security or commercial success. Read the details and ask questions before buying.