Learn more about Capital Allocation and the people who make us great.
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.
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.
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.
Capital Allocation, LLC values your privacy and the privacy of your data. Capital Allocation,
LLC does not sell your data to third parties or contractors, but will disclose only the necessary data in order
to facilitate the processing of transactions requested by you. Security of your data is accomplished by
hardware, software and physical limitations to the data. Security is reviewed and updated on a regular basis to
ensure that the latest standards are always in effect. Employees are limited in their access to personal data
and any transmission of data is encrypted. We reserve the right to release information to regulatory authorities
necessary to comply with legal requirements or as required by the law.
Capital Allocation, LLC is not a broker dealer or investment advisor, does not execute any
trades, and does not give financial advice. Capital Allocation, LLC does not have any information about a
customer’s financial situation, assets or liabilities and therefore any results obtained from a Capital
Allocation, LLC product is not tailored to any particular financial situation and cannot be construed as
financial advice. Any product, including but not limited to, software, alert service or education purchased
from Capital Allocation, LLC is intended for the sole use of the person named on the account. Any data used in
or produced from any Capital Allocation product is intended only for the person named on the account. It is
prohibited to resend, reproduce, resell or publish any or all results, images or information sent out from
Capital Allocation, LLC without the written consent of Capital Allocation, LLC. It is the customers
responsibility to understand how to use the software, to also understand that under certain market conditions
data could be compromised or unreliable, and that some of the results are forward looking or based on
theoretical situations. Past results and situations do not always indicate or predict futures results. Capital
Allocation, LLC does not make any guarantees of performance or accuracy of results. It is the customers
responsibility to understand that algorithms require specific information and knowledge to be used correctly
and failure to understand this can lead to incorrect and unreliable results. Many of the products offered by
Capital Allocation, LLC are intended for individuals with experience and previous knowledge of the financial
markets. An incomplete understanding of any concept or situation can lead to a loss of capital. Many types of
trading or strategies can result in a loss that may be larger than your initial investment. Partial refunds are
available for all products, excluding trials, if the request is recieved within twenty-four hours of the purchase.
Otherwise, all sales are final.