Guide
Coming from AllocateSmartly or Portfolio Visualizer
You have done the research elsewhere. BestFolio is where you run it: the published TAA models you already know, backtested, blended into one portfolio, with the monthly rebalance signal delivered to you. Here is how to make the switch in about ten minutes.
What to expect
BestFolio is a vetted library of published tactical strategies plus a layer for blending them and acting on them. You pick from models that are already coded and backtested, combine them into a portfolio, and get a monthly signal telling you exactly what to hold. It is not a blank-canvas backtester for inventing rules from scratch.
Coming from AllocateSmartly, this will feel familiar: a curated set of published models, each with a live signal. BestFolio adds blending across models and is built for European and UCITS investors, not only US tickers.
Coming from Portfolio Visualizer, the difference is forward signals. PV is excellent for testing an idea against history. BestFolio takes the model you settled on and tells you what to do this month, every month.
What to expect
Most AllocateSmartly and PV users find their strategy is already in the library. Check the map below before you rebuild anything.
Your strategies are probably already here
Here is where the models you already know live on BestFolio. Each links straight to its page with the full backtest and the current signal.
From AllocateSmartly
From Portfolio Visualizer
Don't see yours?
Rebuild it from sleeves below, or use the in-app feedback button to request it. We add strategies people ask for.
Rebuild any portfolio from sleeves
When you want your own blend, a BestFolio portfolio is built from sleeves. Three building blocks cover almost anything you ran elsewhere:
Strategy sleeves
Each sleeve is one strategy with a weight you set. A 40% HAA / 30% GEM / 30% Permanent Portfolio blend is three sleeves. This is how you stack published models into a single portfolio.
Fixed Ticker sleeves
For a static holding, a core index fund, a single ETF, a cash buffer, add a Fixed Ticker sleeve instead of a strategy. It holds your tickers at the weights you choose and rebalances alongside the rest.
Walk-Forward
Instead of freezing weights forever, Walk-Forward recomputes sleeve weights each month from a rolling window. It is the closest thing to a Portfolio Visualizer optimizer, but applied forward and out-of-sample rather than fit to the past.
- 1Open Portfolios and click New Portfolio.
- 2Add strategy sleeves and set their weights, or use Smart Blending to optimize them (Equal Weight, Risk Parity, Minimum Variance, Maximum Sharpe).
- 3Add Fixed Ticker sleeves for any static holdings you want to keep.
- 4Optionally turn on Walk-Forward to let the weights adapt month to month.
- 5Check the blended backtest, including 2008 and 2020, to confirm the drawdown is one you can live with.
- 6Each month, read your signal on the dashboard, by email, or on Telegram, then place the trades at your broker.