Rulebook Wealth runs in the browser. Nothing to install.
The meter, the brief and the portfolio builder are planned as a web app that recomputes every Thursday. Rulebook Wealth is in early access and not on sale yet. This page describes exactly what the planned export will contain. Downloads open with early access.
Three steps, one direction
- You export. In the builder, “Export allocation” writes a small JSON or CSV file with weights, bands and caps. It is generated in your browser; nothing leaves our servers unless you click it.
- Your tools read it. A spreadsheet, a portfolio tracker, a notebook, or whatever places your orders. The file is plain text with a documented schema, so anything can read it.
- Nothing comes back. Your positions, balances and credentials stay where they are. Rulebook Wealth does not know whether you acted, and has no way to find out.
On planned pricing, the export button is a Pro feature. Going the other way — getting your current holdings into the builder — is free: connect your holdings.
Downloads open with early access
There is nothing to install today. Join early access and we will tell you when the first version is available.
What the export contains
Documented, boring and stable
The schema has not changed since v2.0.0, and any change to it bumps the minor version. Full field list in the docs.
| Requirement | Rulebook Wealth (planned web app) | Exported file |
|---|---|---|
| Browser | Any modern browser | — |
| Account | Accounts open soon; none needed for the demo preview | None |
| Data leaving your machine | Planned: your e-mail, profile and holdings as percentages | Nothing |
| Credentials requested | None — there is nothing to execute | None |
No account is needed for the guest preview, and nothing installs in your browser beyond a session cookie.
Three files, whichever suits you
JSON
Weights, bands, caps, the meter reading and the model version in one object. What you want if a script or a notebook is going to read it.
allocation-2026-09-04.jsonCSV
One row per sleeve: date, profile, weight, band floor, band ceiling. Opens in any spreadsheet without a single dialog box.
allocation-2026-09-04.csvOrder-ticket sheet
Your saved holdings against the model weights, with the gap in percentage points and a rounded share count if you entered a portfolio value.
tickets-2026-09-04.csvRulebook Wealth never places an order and never asks for a trading key. Its one optional connection, the custody link, is read-only balances and refuses any key with trade, withdrawal or transfer scope. Whatever you use to place orders is yours, and stays yours. Read the data and keys policy →
Start in the browser
The demo preview runs on simulated data today. Accounts and exports open with early access.
Educational content. Model allocations are illustrative, not investment advice, and no return is promised.