Allocation planner v1
Allocation
Generate a deterministic allocation mix using current opportunities, current portfolio exposure, reserve constraints, and this month's contribution context.
Planner inputs
Adjust the next planning pass without losing access to saved plans.
Tracked
48
Active
0
Context
Standard plan
05 Apr 2026, 4:27 PM
Cash
BDT 1,165,000
Idle BDT 1,150,000
Reserve
BDT 0
Unallocated BDT 0
Allocated
BDT 1,165,000
Balanced
Expected return
4.97%
Effective annualized
21.43%
Recent plans
6 savedStandardCurrent: 05 Apr 2026, 4:27 PM • Balanced • Allocated BDT 1,165,000
Recommended mix
The main recommendation view for this saved plan.
47 eligibleBalanced
| Opportunity | Platform | Suggested | Total return | Effective | Duration | Why included |
|---|---|---|---|---|---|---|
| WeGro | BDT 1,100,000 | 5.00% | 21.55% | 3 months | 21.55% effective annualized return, strong capital recycling profile, helps diversify platform exposure | |
| WeGro | BDT 50,000 | 4.60% | 19.71% | 3 months | 19.71% effective annualized return, strong capital recycling profile, helps diversify platform exposure | |
| WeGro | BDT 15,000 | 4.25% | 18.11% | 3 months | 18.11% effective annualized return, strong capital recycling profile, helps diversify platform exposure |
High platform concentration
One platform is near the configured cap after this recommendation. A wider opportunity set would improve diversification.