PORTFOLIO BUILDER
Track your real allocation alongside what the strategy says.
Build a multi-strategy portfolio, set target weights, and BestFolio shows live drift, rebalance trades, tax-impact estimates, and the execution rollup that consolidates dust positions.
Already a Pro subscriber? Open the live tool →
BestFolio Portfolios view: strategy sleeves with weights, current regime, You Hold Now and Next Rebalance Preview columns.
- Multi-strategy
- Combine strategies with custom weights into a single dashboard.
- Execution rollup
- Below-threshold positions roll up into the closest matching ETF. No $50 trades in a $50,000 portfolio.
- Tax-impact estimate
- Estimated tax drag at your income level, US federal rates and EU tax-advantaged accounts.
What it is
The portfolio builder lets you commit to a blend of strategies, save it, and track it month over month. Each month the underlying strategy signals update, the builder shows the new target allocation, and the rebalance view tells you exactly which trades close the gap. Execution rollup keeps the trade list practical: positions below your size threshold get folded into the closest matching ETF so you're not making a dozen tiny trades each month.
Free vs Pro
Free
- ✓Build portfolios from the 6 free strategies
- ✓Target vs actual drift view
- ✓Manual rebalance trade list
Pro
- ✓Portfolios using any of 47+ Pro strategies
- ✓Execution rollup with custom dust threshold
- ✓Tax-impact estimates per holding
- ✓Walk-forward on the saved portfolio
- ✓Per-strategy contribution analysis
- ✓IBKR Flex Query integration for actual position sync
Strategies that use this
HAA (Hybrid Asset Allocation)
Common portfolio anchor for tactical sleeves.
View strategy →
Permanent Portfolio
Static sleeve to anchor a tactical blend.
View strategy →
GEM (Global Equities Momentum)
Equity-side sleeve for diversified portfolios.
View strategy →
RP Gold+SCV
Risk parity sleeve with gold and small-cap value.
View strategy →
Golden Butterfly
Balanced sleeve for risk reduction.
View strategy →
Paired Switching
Tactical sleeve with cleaner trade pattern.
View strategy →
Frequently asked questions
How does the portfolio builder differ from blending?+
Blending shows you what a combination would have done historically and out of sample. The portfolio builder is what you commit to going forward, with persistent saved state, live drift tracking, monthly rebalance trade lists, and tax estimates.
What is execution rollup?+
If a strategy says hold 1.5% of your portfolio in EWJ and another says hold 2% in VEA, you'd be buying both. Rollup consolidates those small positions into the closest matching broader ETF so you skip the dust trades. You set the threshold; below it, positions roll up.
Does the portfolio sync with my broker?+
Pro subscribers can link an Interactive Brokers Flex Query token. The dashboard then shows actual positions next to target positions, with deviation flags. Other brokers are manual: you enter trades after they settle.
Are tax estimates exact?+
No. They're estimates based on average holding period, US federal long-term and short-term capital gains brackets, and your stated income. Specific tax outcomes depend on your account type, lot accounting, and jurisdiction. Treat the numbers as comparison tools, not tax advice.
Can I track multiple portfolios?+
Yes. Pro lets you save and track multiple named portfolios in parallel. Free users save one.
Start free, upgrade when you need it
6 strategies free forever. Upgrade to Pro for the full library, walk-forward, blending, and monthly signals.
30-day money-back guarantee on all paid plans.