How DCAlytics Works
The planning and review layer for goal-based investors
Plan here. Execute in your tools. Review here.
The DCAlytics Cycle
PLAN
in DCAlytics
- Set goals
- Define strategy
- Project growth
EXECUTE
in your tools
- Buy/sell assets
- Transfer funds
- Make trades
REVIEW
in DCAlytics
- Record actions
- Update values
- Track progress
PLAN
in DCAlytics
Set goals, Define strategy, Project growth
EXECUTE
in your tools
Buy/sell assets, Transfer funds, Make trades
REVIEW
in DCAlytics
Record actions, Update values, Track progress
What DCAlytics IS
The Planning Layer
Set goals, define allocation strategy, and map out your investment plan
The Review Layer
Update progress, record what you did, and track performance over time
Goal-Based Organizer
Structure investments around life objectives - retirement, house, education
Unified Dashboard
See all your accounts in one place, regardless of where you execute
Multi-Currency Aggregator
Handle investments across different currencies seamlessly
Strategy-Agnostic
Works with DCA, lump sum, tactical allocation, or any approach
Spreadsheet Import
Import CSV or Excel transaction history with validation and preview
What DCAlytics is NOT
Not an Execution Tool
Execute trades in your brokerage. We're the planning and review layer.
Not a Trading Platform
No buy/sell buttons, no order routing, no real-time quotes
Not a Price Tracker
No live prices, no alerts, no market data feeds
Not Auto-Sync
You manually enter transactions. No bank connections or API integrations.
Philosophy: Your brokerage has real-time data and trading tools. DCAlytics is where you zoom out - plan your goals, review your progress, and stay focused on what matters.
Core Building Blocks
User
Your account - owns investment goals and notes
Investment Goal
Top container for a financial objective (e.g., Retirement, House Fund)
Unallocated Cash Pool
Money deposited but not yet invested in portfolios
Portfolios
Investment vehicles within a goal (e.g., 401k, Crypto, Real Estate)
Notes
Investment journal for recording decisions and market observations
Your Money's Journey
Your Bank
External funds
Goal Cash
Ready to invest
Portfolios
Your investments
Your Bank
External funds
Goal Cash
Ready to invest
Portfolios
Your investments
The 4-Step Workflow
Deposit
Record money added to your goal's cash pool
Allocate
Log allocations when you move cash to portfolios
Update
Record valuations to capture current portfolio values
Monitor
Track milestones, compare plan vs actual progress
Ready to Get Started?
Now that you understand how DCAlytics works, learn the investment basics or create your first goal.