Frequently Asked Questions

BestFolio is a tactical asset allocation platform with 80 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 80 published strategies, with new ones added regularly.

Free users get full access to 6 strategies including backtests and signals. Pro unlocks all 80 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 what the strategy is holding right now based on its latest signal (e.g., Risk-On, Mixed, 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 80 strategies, full backtests, live signals, the portfolio builder, Smart Blend optimizer, Walk-Forward analysis, correlation analysis, UCITS ETF alternatives, monthly email alerts, tranching (spread the monthly rebalance across 3, 5, or 10 days), and portfolio drift alerts (daily email + Telegram when any sleeve breaches your threshold). Equity leverage on walk-forward portfolios (1.0x to 2.0x) is available on request, use the in-app feedback button to ask for it; we walk through the risk model with you before turning it on.

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 institutional-grade market data, 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.

Pro users can connect Interactive Brokers through a read-only IBKR Flex credential (beta). It does one thing: it shows how your account's current weights differ from the model portfolio you selected, as a table of target weight, actual weight, and the difference. The connection cannot trade, move cash, or place orders, and BestFolio never generates orders or tells you what to buy or sell. BestFolio publishes model strategies; it does not provide personalized investment advice. What you do with the information is entirely your decision. More broker integrations may follow.