Allocations Guide

~6 min – the capital desk where each trader's R-multiple cap, usage, attribution badges, and rebalance audit trail live

Allocations (`/team/allocations`) manages per-trader capital (R-multiples), rebalance history, and dynamic rules. Preview also appears on Team Pulse → Allocation.

Where to Find It

• Sidebar → The Trading Floor → Allocations

Header Actions

• Request Capital (`execute_trade` permission)
• Export Report (CSV)

Summary Cards

• Active traders, total deployed vs team capital reference, available reserve

Three Tabs

1. Trader Allocations — table: base R, auto-suggested %, effective cap, usage progress, buying power; attribution badges (Best Ideas / Best Execution from dashboard); Override dialog (`useUpdateTraderAllocation`)
2. Allocation History — rebalance log: date, trader, prev/new R, auto/manual, status, reason
3. Dynamic Rules — DynamicRulesBuilder for automated rebalance proposals

CapitalRequestDialog — traders request more capital (ties to thesis workflow)

Quick Workflow

1. Review trader usage vs caps and attribution badges
2. Admin Override when manual cap needed
3. Audit History after rebalances
4. Configure Dynamic Rules for automated suggestions
5. Cross-check Performance before capital changes

Quick Reality Checks

• Override visible to all? → API should enforce admin-only writes
• Badges empty? → Need execution history for attribution
• Team capital reference hardcoded? → Treat as illustrative; verify live config

Next: Team Portfolios Guide — accounts required before execute.