Write rules about portfolio structure
Price alerts track the market. Portfolio rules track choices you can control, such as a minimum cash balance, a maximum position size, or a leverage limit. A ledger can measure those values without trying to predict prices.
Use conditions that Portle can calculate from your ledger and delayed quotes. "One position must stay under 30% of the portfolio" is measurable. "Sell if the market feels expensive" is not. A warning reports the condition; the decision remains yours.
Choose thresholds that match your plan
A cash minimum, position-size limit, and leverage cap each measure a different part of portfolio structure. Choose the values from your own plan rather than copying a generic percentage.
You can also set a drawdown level that prompts a review. State clearly whether the threshold is a review condition or an instruction to act. Portle only checks the rule you write.
Use past records as context
When a drawdown rule is triggered, compare the current record with similar periods from the past. Echoes shows how the market and your portfolio moved during the following 90 days, along with the transactions you recorded at the time.
Historical comparisons do not predict the next 90 days. They give you a consistent record to review alongside your current plan.