A Superior Portfolio Rebalancing Tool for Advisors

As an Advisor, whether you are generating income from a portfolio, rebalancing a portfolio to maintain acceptable risk, making required minimum distributions from an IRA, or diversifying concentrated positions, you are going through a “rebalancing” process. Most of these activities are performed based on a time metric- monthly, quarterly or some predetermined date. The timing of those activities can have a significant impact on the future value of the portfolio.
DynaLogic’s patented process is different. DynaLogic doesn’t rely on time but price, rebalancing at the security level only those investments that have reached a pre-determined, rules-based price objective. An automated buy or sell signal is generated recommending to increase or decrease the position, putting the Power of Selective Rebalancing in the hands of the advisor.
Advisors using DynaLogic - A Superior Portfolio Rebalancing Tool for Advisors | DynaLogic Signals


By selling as markets are rising, DynaLogic eliminates the emotional challenges that arise when markets are declining and buy signals are always in place to get back in.


We’ll help you put your investment activity on autopilot with buy and sell signals delivered to your inbox as prices rise or decline to pre-determined triggers.


Our unique correlation platform allows you to overlay your equity type investments against a broad list of sector and style-based ETFs making it easy for you to get up and running in as little as 10 minutes.


You pay a flat monthly subscription fee to use our platform. AUM or number of accounts won’t affect your cost.

The DynaLogic platform takes the guesswork out of investing.
How It Works
The patented software platform tracks the intra-day price of a diversified list of equity based 70 ETFs, delivering automated buy or sell signals based on a pre-determined percentage change in price. The amount of the buy or sell is progressive; small in the beginning but increasing in size as incremental signals are reached. All buy and sell signals are delivered via email, or available to download daily.
  • Tracks the Price of an Extensive List of ETFs
  • Delivers Sell Signals via Email as Prices Rise and Reach Pre-determined Prices
  • Delivers Buy Signals via Email as Prices Decline and Reach Pre-determined Prices
  • Signals Based on Price Not Time
DynaLogic Signals sends Buy and Sell signals via Email | DynaLogic Signals
DynaLogic's Unique Equity/ETF Correlation Mapping Platform
Correlation Mapping Platform
As part of the platform, DynaLogic has developed a unique correlation mapping platform allowing an advisor to use the diversified list of ETFs to correlate as a “proxy’ with a list of equities, other ETFs, or selected Mutual Funds. ”Buy” and “Sell” signals from the list of ETFs serve as a “proxy” for the correlated securities.
Correlation Mapping Platform
Let’s assume one of your holdings is Apple (AAPL). Using the correlation mapping platform, AAPL correlates to Vanguard Information Technology (VGT). Using VGT as the overlay ETF, a sell signal or buy signal for VGT is the sell or buy “proxy” for AAPL
The DynaLogic Platform is Built
on the Premise that

Markets are Volatile

Markets are volatile and market downturns are inevitable. Logic says the best way to prepare for market declines is to sell when markets are rising. “Buy” when others are fearful and “Sell” when others are greedy.

Forecasting the Future With Accuracy is Impossible

“We usually think of ourselves as sitting in the driver’s seat, with ultimate control over the decisions we make; but alas, this perception has more to do with our desires-with how we view ourselves. It is our representation of reality.”

From Predictably Irrational by Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics

Rules-based Investing Eliminates Emotions

“Our behavior is influenced by emotions, relativity, and social norms. It’s how we make decisions. Unknowingly, fear and greed exert a lot of power over our behavior.” A thoughtful rules-based platform helps us overcome those emotions.

From Predictably Irrational by Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics
For the cost of a cup of coffee a day, put the Power of DynaLogic to work for you. | DynaLogic Signals
The Power of DynaLogic
There’s always a plan in place
By using Dynalogic to manage your investments, you are tracking the market intra-day and receiving real time alerts based on the rules-based model. You will always know the right time to buy or sell without any guesswork.
What Advisors Are Saying
Ready to deliver a superior experience?
Request a DynaLogic Demo or Free Trial

In as little as 10 minutes you can be up and running.

Save Time

No Searching for What to Do- Buy & Sell Signals are Already in Place – Huge Time Saver

Correlation Mapping

Unique Correlation Mapping Platform can be Used by all Advisors for Individual Equity Positions, ETFs, Outside Managers


Powerful Platform for Generating Income and Reducing Concentrated Positions

Low Cost

Get a free trial to test our platform, and pay a flat monthly subscription fee once you sign up.

DynaLogic is not a Registered Investment Advisor and it does not and will not provide personalized investment advice or recommendations for compensation or otherwise. Information provided herein is not a recommendation or advice to buy or sell any security. Only a registered investment advisor should recommend the purchase or sale of securities and the suitability of any investment strategy for a client’s account.