Monitors
Monitors evaluate your saved strategies and households on a schedule and alert you when something needs attention. The monitors hub shows every monitor you own with its latest evaluation and email controls.
On this page
Use this when
Use monitors to schedule checks for a saved strategy or household. Each monitor evaluates on a schedule, records its latest state, and can email you when something changes.
Good for
- Getting an email when a live strategy's signal flips state.
- Catching allocation drift before it breaches your rebalance bands by a wide margin.
- Tracking when harvestable losses appear or a wash-sale window clears.
- Noticing stale holdings snapshots before they mislead a decision.
Reach for a different tool when
- Running a new backtest or simulation. Monitors only evaluate saved configurations.
- Intraday alerting. Evaluations run on a weekday schedule against the latest available close.
First run
Create the source
Set a strategy live from Strategy Builder, or save a household with a target allocation and holdings snapshot.
Enable a monitor
Turn on drift, tax-loss, or household monitors from Household, or the tax-loss monitor from Household Tax Opportunities.
Choose email delivery
On the Monitors hub, toggle email alerts per monitor and pick each-change or daily-digest delivery where supported.
Review evaluations
The hub shows each monitor's latest evaluation, whether it suggests action, and the time of the last email.
Monitor kinds
Each monitor kind evaluates one specific condition, and your account owns every monitor. Allocation drift is available on the free plan: a free account can run one active allocation drift monitor with email alerts. The other kinds, and additional allocation drift monitors, are Pro.
| Monitor | What It Watches |
|---|---|
| Strategy signal | Evaluate a saved tactical strategy and notify when state, weights, or account guidance changes. |
| Allocation drift | Watch a household target allocation and notify when current weights breach configured bands. |
| Stale holdings snapshot | Flag households whose latest holdings snapshot exceeds the configured age threshold. |
| Tax-loss opportunity | Notify when a saved household has new or materially changed harvestable loss candidates, or when a wash-sale window clears. |
| Wash-sale window | Track wash-sale blocker windows for reviewed household tax opportunities. |
| Tax cliff proximity | Alert when a household nears a tax cliff (LTCG bracket top, NIIT, or upcoming RMDs). |
| Gallery strategy regime | Watch a public gallery strategy and notify when its latest regime or state flips (for example a tactical strategy turning defensive). |
Evaluation cadence
- ArthaPilot evaluates monitors on a weekday schedule against the latest available market data. The hub shows the last-checked time and the as-of date for each monitor.
- Alerts fire on changes, not on persistence. A breach or stale condition that continues does not re-email you every day. The monitor sends another notification only when the state changes.
- Strategy signal and drift monitors also support on-demand checks from their source surfaces. Use Check signals in Workspace or on the Household page, or Evaluate now on the drift watch panel. An on-demand check does not change the scheduled alerts.
Email delivery and notification preferences
- Per-monitor toggle: every monitor has its own email alerts switch on the Monitors hub. Turning email off keeps the monitor evaluating. You still see results in-app.
- Delivery cadence: strategy signal, allocation drift, and tax-loss monitors can deliver on each change or as a daily digest. Household monitors use a single threshold and have no cadence control.
- Notify-on threshold: strategy signal monitors can notify on any change or only when the signal state flips.
- In-app notifications: the notification bell surfaces the same alerts inside the app, labeled by source. Deleting a monitor stops its alerts everywhere.
Monitors and live strategies
Strategy signal monitors are the alerting side of live strategies. A saved strategy set live from Workspace appears in monitors with its latest evaluation, notification state, and email controls. When you link the strategy to a saved household and holdings snapshot, the Household also shows account-level pending trades.
Open source returns a strategy monitor to Workspace. Public catalog states remain separate in Live Signals.
Wash-sale calendar
Separate from the wash-sale window monitor, household shows a wash-sale calendar whenever the household has active wash-sale windows. It lists the date each position is safe to rebuy without triggering a wash sale, with snooze and resolve actions per entry.
Add more monitors with Pro
Free accounts include one allocation drift monitor with email alerts. Pro adds unlimited monitors and every monitor kind, plus per-monitor delivery settings and the replay backtest on the hub.
Glossary
Glossary
- Monitor
- A scheduled evaluation of one saved object (strategy or household) that records its latest state and can email you on changes.
- Live strategy
- A saved Strategy Builder strategy you set live so ArthaPilot evaluates its signal state against current market data.
- Rebalance band
- The allowed distance from a target weight before a drift alert fires. Absolute bands use percentage points. Relative bands use a percentage of the target.
- 5/25 rule
- A common drift convention: rebalance when an asset is 5 percentage points or 25% of its own target away from plan, whichever comes first.
- Wash-sale window
- The 30-day period around a loss sale during which buying a substantially identical security disallows the loss.
- Daily digest
- An email delivery mode that batches a monitor's alerts into at most one message per day.