After submitting your investment application, it's time to build your first macro portfolio.

As you start building your portfolio, you have two portfolio types to choose from when you invest with Allio:

Dynamic Macro Portfolios are fully customizable and allow you to effortlessly build a top-down portfolio, your way. Read more about building and customizing a dynamic portfolio.

Managed Macro Portfolios include a selection of AI-optimized investment strategies that are tailored to your personal risk level and goals.

When you select a managed strategy, you will be allowed to preview your portfolio to determine if it's the right strategy for you.

To change your selected strategy, simply tap the back button and select a different strategy to see that preview.

Once you're happy with your macro portfolio strategy, tap the Save Portfolio button to continue.

After your portfolio is saved, it's time to set up your contributions.

An initial minimum deposit of $500 dollars is required for all Managed Macro Portfolios.

Optionally, you can configure recurring deposits on a schedule that best suits your needs.

Once your contributions are set, all that's left is linking your bank account.

📖 Continue reading: Connecting your bank account