Custom Portfolio Rebalance Alerts | AlgorithmicFIRE Custom Portfolio Alerts<br>Set up automated rebalancing alerts for portfolios you track. First, use a pre-built or custom-made portfolio from the Dashboard to get its configuration string. Then, add that string below to enable automated monitoring via Make.com or our REST API.
How it Works
1. Register Key
2. Link Portfolio
3. Make / API
AlgorithmicFIRE performs daily market trend analysis after market close. You run a Make.com scenario or script to poll your consolidated status via your API key. The provided blueprint triggers email alerts directly, but Make.com can easily be configured to route notifications to SMS, Slack, Discord, or other services whenever allocations shift.
Make.com Integration Guide<br>Download Make.com Blueprint Import the Scenario: Go to Make.com, create a new scenario, click the three dots ... in the control panel, choose Import Blueprint , and upload the downloaded JSON file.<br>Set Variables: Click the first block (Set Variables ) and enter: api_key: Your verified API Key<br>notification_email: The email address to receive alerts
Authorize Connections: The blueprint features a Router that branches into two paths (daily update and delayed processing warning). Authorize your Gmail connection by doing the following: Click one of the Gmail email modules and click Add to create a Connection.<br>Click the other Gmail email module and select that same newly created connection.<br>Click the disk/Save icon on the bottom control panel of the Make scenario editor to save the scenario.<br>Go to the Make.com left sidebar ➔ Connections , locate the Gmail connection you just added, and click Reauthorize (or click Credentials ➔ Reauthorize) to grant the necessary scopes.
Configure Schedule & Activate: Click the scheduling icon on the first module or the bottom left control bar in Make: Set the schedule to run Every weekday (Monday through Friday) at 7:00 PM Eastern Time (19:00 EST) or later . Do not schedule it earlier, as the daily market close analysis must finish processing first.<br>Toggle the Scheduling switch in the bottom-left corner to ON .
1 Request API Key<br>Enter your email address to receive or recover your unique API key. This key validates your subscription identity without requiring passwords.<br>Email Address<br>Send API Key
2 Manage Alert Subscription<br>Associate a specific portfolio configuration string with your API Key to enable tracking status updates.<br>API Key<br>Portfolio Configuration Paste the config string or any AlgorithmicFIRE portfolio URL — the config will be extracted automatically.
Portfolio Friendly Name Name your portfolio to easily identify it in alert notifications. Must be unique per API Key.
Subscribe / Activate
Active Subscriptions<br>Retrieve List<br>Enter your API key above and click "Retrieve List" to see active alerts subscriptions.
Alert Notification Preview<br>Here is a preview of the clean, high-fidelity alert summary you will receive in your inbox (or raw in the consolidated JSON API payload) when a portfolio requires a rebalance:<br>Rendered Preview HTML Source Code<br>From: Your Automation / Script (via Make.com or API)<br>To: you@example.com<br>Subject: Rebalance Alert: My Retirement Mix
AlgorithmicFIRE Alerts
The daily trend following market close calculations are complete. Here is the status of your monitored portfolios:<br>My Retirement Mix REBALANCE Asset Base Target Active Alloc Signal Status SPY 60% 20% Pending Sell (20.0% Target) TLT 40% 40% 100% Invested CASH — 40% Tactical Cash Shelter<br>View your live custom portfolio dashboards and details on algorithmicfire.com.
AlgorithmicFIRE Alerts
The daily trend following market close calculations are complete. Here is the status of your monitored portfolios:
My Retirement Mix
REBALANCE
Asset<br>Base Target<br>Active Alloc<br>Signal Status
SPY<br>60%<br>20%<br>Pending Sell (20.0% Target)
TLT<br>40%<br>40%<br>100% Invested
CASH<br>40%<br>Tactical Cash Shelter
View your live custom portfolio dashboards and details on algorithmicfire.com.
Reliability Guide: State-Matching vs. Event Polling<br>Many alerting systems rely on checking if a "rebalance event" occurred on the current date. However, in systematic quantitative trading setups, simple event-polling is fragile and can lead to missed adjustments. AlgorithmicFIRE uses a robust State-Matching architecture to guarantee your holdings stay perfectly aligned with the strategies.<br>Why Portfolio States Can Shift<br>Historical Data Restatements: Financial data providers frequently adjust historical prices retroactively due to dividends, stock splits, or corporate action corrections. These adjustments can cause historical trade signals to calculate differently.<br>Code & Strategy Updates: Fixing software bugs, tuning performance, or updating strategy parameters recalculates the entire historical simulation path.<br>Result: Your actual brokerage holdings may suddenly differ from the current target weights, even if no new rebalance signal was generated today.
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