Workflow notes
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. 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.
Mon
Open the dashboard. Look at all six market states. Notice which have been quiet, which have been moving.
Fri
Read the recent signal-change log on /methodology. 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. You make the trades yourself.
Monthly rebalance day
Check each model’s current allocation. Compare to your own portfolio. Decide on adjustments.
Email alerts
When a model shifts 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 only want the defensive signal — “tell me when the regime 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 model re-enters, 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.