The Trading Floor — Tab 6 of 9

Allocations

Capital caps per trader

Allocations express desk capital in R-multiples (1R = $1,000 by default). See each trader’s base cap, auto-suggested performance adjustments, effective cap, usage bar, and buying power — with rebalance history and dynamic rule previews.

What it covers

Allocations is part of the same Trading Floor sidebar — one desk context from pulse to planning to attribution, without switching tools.

  • Per-trader base cap and effective cap
  • Auto-suggested performance adjustments
  • Usage bars and buying power per trader
  • Allocation history (last 50 rebalances)
  • Dynamic rules builder for rule-based allocation

Key capabilities

  • Manual override dialog for desk leads
  • Preview weekly rebalance proposals
  • Approve or reject allocation engine suggestions
  • Export allocation report as CSV

What your desk gets

  • Transparent capital distribution across the desk
  • Performance-linked sizing without spreadsheet drift
  • Historical record of every rebalance decision
  • Buying power context at execute time

Example workflow

Review weekly rebalance proposal → approve +0.5R for top performer → effective caps update → traders see new buying power on Pulse.
Trader allocations with base caps, auto-suggested adjustments, usage bars, and buying power

In the app: /team/allocations

How it fits the floor

Allocations sits inside The Trading Floor — the same sidebar tab that holds Team Pulse, the thesis → set-up → execution pipeline, guardrails, allocations, and attribution. Retail journals bolt on a teams page; The Final Tape mirrors how prop desks actually operate.

Learn about the full Trading Floor

Frequently asked questions

What is an R-multiple in allocations?

R is the desk’s unit of risk capital. Allocations cap how many R each trader can deploy, independent of notional position size on any single trade.

How does this relate to Team Pulse allocation sub-tab?

Team Pulse shows a live preview of allocation state during the session. The Allocations tab is where caps are managed, history is reviewed, and rebalances are approved.

See Allocations on a live desk

Inspect the full Trading Floor on a populated demo team — every tab visible, read-only, no credit card.