For AllocateSmartly subscribers
One signal. Six accounts? Zero math.
Forward one email. Every account gets its checklist. SignalDay maps them across every account you actually hold — 401(k), IRAs, taxable, HSA — with substitute tickers and exact share counts, into a checklist you tick off on trade day.
No spam. No trading. Just an email when it's ready.
Roth IRA · Fidelity
Rebalance · July 2026
4 trades
drift tolerance ±2.0% · substitute map: VWO→SCHE
The most expensive typo you'll ever make is hiding in cell C14.
Your model doesn't know you have four brokerages. You do the translation by hand, every month, under time pressure — the night the signal lands, before market open the next morning.
Same target weights, applied by hand across a 401(k), two IRAs, a taxable account, and an HSA — each with different holdings and different tickers available.
Substitute tickers for accounts that can't hold the model's ETFs — tracked in your head or a note you hope you remember.
Whole-share math, live prices, rounding — redone from scratch every rebalance.
Triple-checking the spreadsheet, because the model earned its return and you don't want execution to leak it.
Stop wondering if you traded it right. Know.
Three steps, once a month.
01
Paste your signals
Drop in your model's target weights when they land after close. No account linking required.
02
Sync prices & positions
SignalDay pulls live prices and your current holdings per account, applies your substitute mappings and drift bands.
03
Execute the checklist
Exact buy/sell share counts per account. Tick each one off as you place it yourself. Logged permanently.
The checklist, in full.
Every asset, every share count, color-coded by action. Nothing to reconcile by hand.
▾
Rollover IRA · Schwab
0 / 4 done
Total account value: $1,085,868
·
Position data as of Jul 01, 20:56 UTC (5 days ago)
| Rebalance |
Asset |
Optimal alloc. |
Change |
USD alloc. |
USD change |
Opt. shares |
|
BUY
|
PDBC |
30.57% |
+0.06% |
$331,950 |
+$702 |
20,983 |
|
BUY
|
QQQ |
21.04% |
+0.10% |
$228,467 |
+$1,063 |
315 |
|
SELL
|
SPY |
20.00% |
-0.58% |
$217,174 |
-$6,282 |
292 |
|
BUY
|
VNQ |
28.40% |
+1.26% |
$308,386 |
+$13,635 |
3,188 |
|
CASH |
-0.01% |
-0.84% |
-$109 |
-$9,118 |
n/a |
Getting your signal in takes one email — or less.
Three ways to get your model's weights into SignalDay. Pick the one that fits how you already work — you never have to touch your AllocateSmartly login.
Recommended
Automatic
@
Email-forward ingestion
AllocateSmartly already emails members their final signals around 1 AM. SignalDay gives you a private you@ingest.signalday.co address and a one-time auto-forward rule in Gmail. You forward your own notification — the signals are just there on trade morning. No pasting, no uploading.
no action needed after setup
.CSV
Export-file upload
AllocateSmartly's dashboard has an Export button. Drag and drop that file into SignalDay as an alternative to typing anything in.
30 seconds, once a month
Copy and paste
Simple and always available. Paste your model's target weights directly — a known fallback that works no matter what.
works every time
Your positions, your mappings, your history — on your side of the login.
Per-account checklists
A trade list for every account, generated from one signal.
Substitute-ticker mapping
Set it once per account; SignalDay applies it every month.
VWO
→
SCHE
Tranche & day-of-month support
Match how you actually stagger execution across the month.
Drift tolerance bands
Skip trades under your threshold, in % or $.
Permanent trade log
Every rebalance, every account, kept for good.
Every trade you've ever made, one search away.
Each rebalance is archived automatically — what the signal said, what you traded, in which account, at what price. Your records live on your side of the login.
Jan 1, 2026 — Jul 7, 2026
All accounts
Search ticker or date…
↓ Export CSV
Jun 21, 2026
Day 21 signal
3 accounts
11 trades
Completed ✓
Trade detail
Roth IRA — SELL 112 VEA @ $52.14 · BUY 38 GLD @ $214.90 · substitute: VGSLX→VNQ
401(k) — SELL 40 IEF @ $94.02 · BUY 6 SCHE @ $73.66
Taxable — BUY 21 PDBC @ $15.83 · substitute: none
Jun 7, 2026
Day 7 signal
1 account
4 trades
Completed ✓
May 21, 2026
Day 21 signal
3 accounts
9 trades
1 skipped
Built by an AllocateSmartly subscriber who got tired of his own spreadsheet.
SignalDay is being built for the same monthly ritual it's meant to replace — signal after close, execution the next morning, across every account. No outside funding pitch, no growth-hack roadmap. Just the tool this workflow has needed for years.
SignalDay is a calculator. It does not provide investment advice, does not place trades, and is not affiliated with AllocateSmartly.
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