Frequently Asked Questions

BestFolio is a tactical asset allocation platform with 43+ portfolio strategies. We compute monthly signals telling you what to hold, with full 25+ year backtests.

No. BestFolio is for educational and informational purposes only. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor before making investment decisions.

Monthly strategies are updated on the last trading day of each month. Some daily strategies update every trading day.

We offer two types: Tactical strategies that dynamically change allocations based on market conditions, and Fixed strategies with static allocations like 60/40 or All Weather. We currently have 43+ published strategies, with new ones added regularly.

Free users get full access to 6 strategies including backtests and signals. Pro unlocks all 43+ strategies, plus advanced portfolio tools like Smart Blend, Walk-Forward analysis, and correlation analysis.

Yes! Use the "Request a Strategy" button on the Strategies page or the feedback widget available on every page. We review all requests and prioritize based on community interest.

We validate our backtests against published reference data where available. All backtests include transaction costs and realistic execution assumptions to give you the most accurate picture possible.

Go to the Portfolios page, click Create, and add strategy variants with your desired weights. Your blended allocation updates automatically whenever signals change.

Regimes indicate market conditions detected by the strategy (e.g., Offensive, Defensive, Risk-Off). Each strategy defines its own regimes based on its underlying model.

Follow the signal dates. For monthly strategies, rebalance on the last trading day of the month. We send email alerts when signals change so you never miss a rebalance.

Pro gives you access to all 43+ strategies, full backtests, live signals, the portfolio builder, Smart Blend optimizer, Walk-Forward analysis, correlation analysis, UCITS ETF alternatives, and email alerts.

Yes, you can cancel your subscription anytime from the Settings page. You keep full access until the end of your current billing period.

Yes, we offer a 30-day money-back guarantee. If you're not satisfied, contact us within 30 days of purchase for a full refund, no questions asked. See our refund policy for details.

We use market data from Yahoo Finance, which is validated and cleaned by our pipeline. All backtests use adjusted close prices with dividend reinvestment.

Yes! Pro users can toggle UCITS mode to see European-domiciled ETF alternatives for every allocation. This is especially useful for EU-based investors.

IBKR (Interactive Brokers) integration is available for Pro users and currently in beta. More broker integrations are coming soon.