# How your rules turn the thermometers into portfolio weights

> The arithmetic behind Anacleto's weights: a base equity weight, a step per signal, a band, and a fixed share of gold, all chosen by you.

Updated 2026-10-17 · https://anacleto-zb7h.onrender.com/guides/rules-engine

Anacleto does not have an opinion on how much equity you should hold. It applies **your rules** to the five
thermometers and shows the weights they produce.

## The arithmetic

1. Each thermometer gives **+1** (green), **0** (neutral) or **−1** (red), multiplied by its weight (1.5 for the
   [CAPE](https://anacleto-zb7h.onrender.com/guides/shiller-cape), 1 for the others). The sum goes from −5.5 to +5.5.
2. Equities = **your base weight** + **your step** × sum of signals. With a base of 70% and a step of 5 points, a sum
   of −1.5 gives 70% − 7.5 = 62.5%.
3. The result is kept within **your band** (for example 40%–85%).
4. **Gold** takes your fixed share of the total; the rest goes to **bonds**.

## Time travel

On the [thermometers page](https://anacleto-zb7h.onrender.com/markets) you can move back to any month since 1934 and see the readings and weights with
only the data available at that time, applied to today's rules. It shows how the rules would have behaved, not what
anyone actually did.

## What it is not

The weights are the output of a formula you chose. Anacleto never sends orders and does not tell you whether to follow
them; it shows the gap between your portfolio and your rules and lets you decide.