Dynamic mix: rules
A rule lets one strategy's Long or Flat signal decide how the portfolio is split, so the mix changes by itself when the market does.
A static mix gives Crypto, Stocks, Gold and DCA a fixed share forever. A dynamic mix starts from the same kind of base split, then lets rules change it while the backtest runs. Every rule follows a strategy that's already on the board, its driver, and reads like a sentence: "while this strategy is Long, split the portfolio this way; otherwise, that way."
Five of the default portfolios use rules: All-Weather Index, Altcoin Rotation, the Multi-Rule Index, Golden Path and Kralizec. On those boards the drivers are listed under Rules at the top of the Weights panel, each with its current Long or Flat pill.
The one thing to understand first
Rules decide how much the next purchases may spend. They never sell anything and never top anything up. When a rule flips, positions that are already open stay as they are until their own strategies exit; only new entries use the new split.
That has a visible side effect that confuses almost everyone. On All-Weather Index the driver, Andromedus T2, may show Flat, which means crypto should get 25%. Yet the Weights bar right above it says "Crypto 40". The panel says why in its first line: "Rules shift the allocation between classes over time; the bar shows the starting mix." The bar is the base mix, not today's. To see the real split today, open the Current chart (the split on the last day) or Allocation (the split over time). See Reading the portfolio charts.
A rule, part by part
The rule editor sits under the chart in Portfolio rules, only on boards you own. Click Dynamic mix there to use rules; on a default, copy icon Duplicate first and open the copy.
All-Weather Index has the simplest rule: while BTC beats the S&P 500, Crypto 40, Stocks 35, Gold 15, DCA 10; otherwise Crypto 25, Stocks 50, Gold 15, DCA 10.
[1. on/off switch, 2. the share and scope, 3. the driver and the state it waits for, 4. the split while it holds, 5. the split otherwise, 6. the rule summed up.]
Reading it top to bottom: the switch turns the rule off without deleting it. "100 % of Total" is the slice of the portfolio the rule controls, here the whole account. When … is long names the driver and the state it waits for. "When this strategy is on, put this part into" holds the split while that's true, "When this strategy is off, put this part into" the split the rest of the time. The last line sums it up, for example "100% of Total × 40% Crypto = 40% of the account."
To make your own: add the driver strategy to the board (as a Trade strategy or under Rules, see Trade vs Signal), choose Dynamic mix, set the base mix, click add circle icon Add rule, pick the driver and long or flat, then fill in both splits. The chart recalculates after a few seconds ("Updating mix"). Reset rules puts back the rules, fallback and leftover setting of the default your board came from.
Several conditions: AND, OR, else if
Add condition joins another strategy to a rule, up to four. The word between them is a button that toggles between AND (every condition must hold) and OR (any one is enough). Add else-if adds a branch that's checked when the ones above don't hold, up to six, and the final split catches everything else.
The Crypto/Stocks/Gold Multi-Rule Index [GPS] combines two drivers this way: Andromedus T2 (is BTC beating the S&P 500?) and VFZ Envelope Index - XAUUSD (is gold trending up?).
[1. the If with two conditions, 2. the AND button, 3 and 4. two Else if branches, 5. the final Else, 6. the scenario check.]
The first branch that holds wins. Both Long: Crypto 70, Stocks 20, Gold 10. BTC leading but gold not: Crypto 80, Stocks 20. Gold trending but BTC lagging: Crypto 40, Stocks 50, Gold 10. Neither: Crypto 50, Stocks 50. Click Check all 4 scenarios under the card to see every combination and the split it gets.
Levels: stepping with a DCA plan
A BTC DCA plan isn't simply Long or Flat; it holds anywhere from 0% to 100% of its account in BTC, more when BTC looks cheap. A rule that follows a DCA strategy can use Weight levels instead of On / off, so the mix steps with how much the plan holds.
Golden Path [GPS] does this with ESMA Snap Accumulator DCA - BTCUSD:
[1. the DCA driver, 2. Weight levels, 3. the split at full weight, 4. a level's threshold, 5. Add level.]
| Plan's weight | What it suggests | Crypto | Stocks | Gold | DCA |
|---|---|---|---|---|---|
| 80% or more | BTC cheap | 45 | 30 | 15 | 10 |
| below 80% | getting dearer | 40 | 35 | 15 | 10 |
| below 60% | expensive | 35 | 40 | 15 | 10 |
| below 40% | very expensive | 30 | 40 | 20 | 10 |
Kralizec [GPS] uses the same signal with a bolder mix: Crypto 90 and Stocks 10 at full weight, then 85/15, 80/20, and finally Crypto 70, Stocks 25 and Cash 5. You can have up to eight levels.
Scope: which part of the portfolio a rule controls
The share box and the menu beside it set a rule's scope. Total rules control a share of the whole account and replace the base mix; a second menu lets them split between Asset classes or between Markets. A Crypto, Stocks, Gold or DCA rule controls part of that class and splits it between the class's markets. Remaining cash only uses cash nothing else claimed.
Altcoin Rotation [GPS] is the class-scope example. Its base is 100% Crypto, and four rules each take a slice of Crypto for HYPE or VVV while those coins beat BTC:
[Rule HYPE/BTC #1: 20% of Crypto (1, 2) goes to HYPE while its driver is on (3), half of that while it's off (4).]
Two HYPE rules give 20% of Crypto each while their driver is Long and 10% while Flat; two VVV rules give 5% each or nothing. Whatever isn't handed to HYPE or VVV goes to the BTC strategies. With all four drivers Long, that's HYPE 40, VVV 10, BTC 50 out of every 100 in Crypto; with all four Flat, HYPE 20, VVV 0, BTC 80.
How rules combine
Switched-on rules add up; their order on the page doesn't matter. Each one always applies one of its splits, so two Total rules of 100% each overlap and get blended. The card warns about this ("Enabled rules on Total claim 200% together…"). If you meant to choose between situations, put them in one rule with AND, OR or else-if, or lower the shares so they add up to 100%.