How people use it
How peopleactually use this.
We can’t tell you what to do with the signals — we’re not registered to. But we can describe three workflows that current preview users have settled into. Each one leans on a different layer: the basket (what a model holds) and the switch(whether it’s in the market). Pick the one closest to you. Or ignore them all.
Getting started.
You’re new to the dashboard. You don’t want to act on anything yet — you want to understand the rhythm first. Watch both layers before touching anything.
Mon
Open the dashboard. Look at all five market states. Notice which have been quiet, which have been moving.
Fri
Browse the full signal-change log on /record — every posture change since day one, dated. Build intuition for why the models shifted.
When emails arrive
Don’t act. Just read why a model shifted. Add it to your understanding.
Full multi-market shadow.
You have your own brokerage. You want to roughly mirror what the models hold, across markets — following both layers: the basket (which names) and the switch (in or defensive). You make the trades yourself.
Rebalance day (quarterly)
Check each model’s current basket. Compare to your own portfolio. Decide on adjustments.
Email alerts
When the switch flips a model to defensive, decide if/how to adjust your own exposure in that market.
Quarterly review
Compare your year-to-date to what the published models would have returned. Adjust your discipline accordingly.
Tactical overlay only.
You already have a portfolio you’re happy with. You ignore the basket and watch only the switch — “tell me when the posture turns.”
Daily
Don’t check. Trust the emails.
Email arrives
Read the why. Decide if it affects your portfolio. Most people partially reduce exposure rather than going fully cash.
Re-entry
When the switch flips back, decide if/how to re-deploy. Often partial.
One reminder
These arenot recommendations.
These are descriptions of what current preview users do. They are not personalized advice and we’re not registered to give it. What you do with the signals stays your call. Always talk to a registered adviser before making real changes.
Start with workflow 01.
Open the dashboard. Watch for a few weeks. Decide what fits.