Learn more about Capital Allocation and the people who make us great.

Capital Allocation

We make tools to unlock your full potential.

We provide the tools to give you a better view of the financial markets. All of our products are designed in house, which allows each employee to have a deep knowledge of every product we create. This detailed knowledge translates into better products and features that can adapt to the constantly changing markets. Our products allow you to unlock the full power of market data with flexible analysis of positions and strategies. The benefit of focusing on all of these unique concepts is an innovative and customizable product that fits your individual trading style.

Our Mission.

Creating the best environment to create the best products.

Internal and external feedback is necessary for guidance and improvement. We believe an environment that fosters an open communication between our team members, as well as our customers, results in a more productive design period and ultimately a better product.

Our Team

Working to help you take action.

Our team members have worked throughout the financial industry and bring with them a diverse knowledge base. The combination of unique traits, knowledge and decades of experience, forms a team that provides premier support and designs innovative financial software. We all share an undeniable passion for the markets, our company and our customers.

The Capital Allocation Approach.

We take pride in our work and are committed to creating the best products to fit your unique requirements. When you rely on our software and products for your investment, retirement or trading decisions, we always consider that ultimately it is your money on the line.


Capital Allocation, LLC is not a broker dealer, does not execute trades, and does not give financial advice. There is a substantial risk of loss in trading financial instruments of any kind including stocks, futures and options. Clients should consider all relevant risk factors, including their own personal financial situation, before trading. Don't trade with money you can't afford to lose. Past performance is not indicative of future results. TD Ameritrade Inc., which offers the thinkorswim® platform, and Interactive Brokers, which offer the Trader Workstation® platform, are separate, unaffiliated companies from Capitall Allocation, LLC and are not responsible for each other’s services or policies.