Static mix and weights
The Weights panel splits the account into classes, each class into tickers, and each ticker into strategies; multiply the three and you get one strategy's share.
The Weights panel on the right of a board decides how big a slice of the account each strategy may use when it buys. It works in three layers. The account is split into classes (Crypto, Stocks, Gold, DCA, Cash), each class into tickers (BTC, ETH, SOXX…), and each ticker into strategies.
On your own boards every number here can be changed. On a default, or as a visitor, you see the same layout as plain read-only numbers, and the strategy names still work as links.
[A copy of All-Weather Index: 1. the class bar, 2. Rules, 3. a class, 4. a ticker's share, 5. a strategy name (a link), 6. a strategy's share, 7. lock, 8. remove, 9. add, 10. drag grip.]
At the top, the bar and the line under it ("Account 100% allocated", then "Crypto 40 · Stocks 35 · Gold 15 · DCA 10 · Cash 0") show the class split. Below come the Rules strategies, if any, then each class with "N% of account", each ticker with its "% of Crypto" share, and each strategy with its Long or Flat pill and "% of BTC" share. The pill shows where that strategy stands at the end of the window: today's position for members, the position on the free cutoff date for visitors.
How the percentages nest
Each layer is a share of the one above, so you multiply. Say Crypto is 40% of the account, BTC is 85% of Crypto, and one BTC strategy has 20% of BTC:
40% × 85% × 20% = 6.8% of the account.
That strategy may spend 6.8% of whatever the account is worth on the day it turns Long. If the account stands at 250 that day, it buys for 17; if it has grown to 1,000, it buys for 68. Within a ticker the strategy shares add up to 100%, and within a class the ticker shares do. A class with one ticker shows "100% of Gold", and a ticker with one strategy has no box at all, since that strategy gets the whole ticker.
Setting the class split
The class percentages aren't set in the Weights panel itself. They live in Portfolio rules, under the chart, on your own boards.
[Portfolio rules on a static board: 1. Static mix or Dynamic mix, 2. a class with its percentage and lock, 3. the line that checks the total.]
Pick Static mix and type a percentage into Crypto, Stocks, Gold, DCA and Cash. The line underneath checks your sum. "Account 100% allocated." is what you want. "Account 90% · 10% short → cash." means the rest stays in cash. "Account 110% · 10% over." means you've promised more than the whole account, so strategies that buy later may find too little cash. If every class is 0, it says there is no class mix: the class layer is off and the ticker weights on the right are used as they are.
A class at 0% only switches off if it holds no strategies. If a 0% class still has strategies, they share whatever the other classes leave over. To really leave a class out, remove its strategies or exclude them on the Strategies tab.
Changing ticker and strategy weights
Click a percentage box in the panel and type a new number. The other unlocked rows in the same group adjust so the group still adds up to 100%. To keep a row from moving, click its lock unlocked icon lock first; it turns solid. Locks only matter while you edit and have no effect on the simulation.
The panel also lets you drag rows into another order with the six-dot grip, and click any strategy's name to open its page. Both are covered on Create a portfolio and add strategies.
What the numbers do, and don't do
A strategy's share is a budget for its next buy, not a holding that's kept in line. Once it has bought, its share moves with the price until it sells. While it's Flat, its share waits in cash; the other strategies on the same ticker don't grow to fill the gap. That's why the mix the account actually holds drifts away from these numbers, and why the Allocation chart rarely matches the bar. The full mechanics are on How the simulated account moves.
At the bottom of the panel sits Backtest fallback, which decides what holds the share meant for markets that didn't exist yet early in the window. It has its own page: Backtest fallback and late listings.
A static mix never changes over time. If you want the split to react to the market, switch to Dynamic mix; see Dynamic mix: rules.