Smart Allocation is the app for those who invest in variable income on the B3 (Brazilian Stock Exchange) and want clarity in their daily lives: view their portfolio, understand if the assets match their profile, and not miss important dates.
What you'll find
Consolidated portfolio
Organize positions in stocks, REITs, and ETFs in a simple dashboard. Open the app and see what you have, how much it's worth, and how the portfolio is performing, without scattered spreadsheets.
Investor profile and fit
Answer a short questionnaire and define how you prefer to invest. In the details of each asset, see if it fits your profile — an objective reading to support your decisions, without automatic orders or buying robots.
Calendar and dividends
Track relevant dates, such as ex-dividend dates and payment dates, with values when available. This makes it easier to plan the flow of dividends and other portfolio events.
Mobile alerts
Activate monitoring and receive notifications of prices, dividends, and announcements, according to your preferences. You control what you want to track.
Asset Details
Consult quotes, indicators, technical criteria, and related documents all in one place. Search tickers and explore what's on the radar of the Brazilian stock exchange.
Who it's for
For individual investors who already trade (or want to track) stocks, real estate funds, and ETFs and prefer a personal, straightforward, and easy-to-maintain tool—without becoming a brokerage or investment social network.
What the app doesn't do
It doesn't execute orders, doesn't replace your brokerage, and doesn't recommend automatic buying. It's a consolidation dashboard, profile, and alerts for you to make decisions with more context.
Privacy and account
Create your account, adjust monitoring preferences, and use the app at your own pace. Your portfolio and profile data are linked to your account for personal use.
Get started in minutes: build your portfolio, define your profile, and activate the alerts that make sense for you. Less spreadsheet, more insight into what matters in variable income.
Build your stock and REIT portfolio with a profile, fit, and event alerts.