Know what to hold
next month.
BestFolio runs 52+ published TAA strategies and tells you the exact ETF allocations to hold, refreshed at every month-end. Walk-forward validated. UCITS alternatives included. You execute the trades at your broker. Most users spend under 10 minutes a month.
6 strategies free, no card. See this month's allocation in 60 seconds.
From self-directed investors using BestFolio
“BestFolio is the first TAA tool that doesn't make me redo the work in a spreadsheet. The walk-forward charts changed my view on 9Sig in one afternoon.”
Tomas K. · Prague, Czech Republic
“I have been on AllocateSmartly for years. BestFolio gives me walk-forward I can actually poke at, plus a few originals AS doesn’t track. I keep both. Different tools, different jobs.”
Mark T. · Austin TX, Founder member
“What I wanted was a clean monthly allocation I could trade in 10 minutes at my broker. The blend tool gave me that. The rejection log is what made me trust the rest.”
Daniel R. · Toronto, Founder member
Strategies based on research by
How It Works
From browsing to rebalancing in three steps.
Browse Strategies
Explore tactical and fixed portfolio strategies — from Golden Butterfly to Dual Momentum. Filter by type, risk level, and investment style. New strategies added every month.
Build Your Blend
Combine multiple strategies into a single portfolio with custom weights. See blended backtest performance and diversification metrics.
Get Monthly Signals
Receive exact asset allocations at the start of each month. Know precisely what to hold, in what proportion, with no guesswork.
See It in Action
Professional-grade tools, simple enough for any investor.
Updated daily · Signal date: March 2026
SmartBlend™ optimizer included
Backtested results are hypothetical and do not reflect actual trading. Past performance does not guarantee future results. See our Methodology for assumptions.
Free Strategies to Get You Started
Explore these six strategies at no cost. Upgrade to Pro for the full library.
GEM (Global Equities Momentum)
Permanent Portfolio
Classic 60/40
Golden Butterfly
Paired Switching
RP Gold+SCV
Free Tools — No Sign-Up
Use these standalone analytics tools right now. No account, no email, no paywall.
UCITS ETF Finder
Find the European UCITS-compliant ETF equivalent for any US-listed ticker. Essential for EU investors affected by PRIIPs/KID regulations.
Try it now →
FactorLens
Paste your portfolio and see your true factor exposures: market, size, value, profitability, investment, momentum. Powered by Fama-French regression.
Analyze your portfolio →
Everything You Need
Professional-grade tools for systematic portfolio management.
52 Strategies & Growing
Tactical allocations AND fixed portfolios — from Golden Butterfly to Dual Momentum. 5 new strategies added every month, based on academic research.
Portfolio Blending
Combine strategies with custom weights. Analyze blended risk, correlation, and walk-forward performance in one view.
UCITS Alternatives
European-friendly ETF substitutions for every US-only ticker. Invest from any broker, anywhere.
Backtest Engine
30+ years of monthly backtests with proper total-return data. Walk-forward validation to avoid overfitting.
Daily Signals
Strategies recomputed every market day. Signals published at month-end with next-month allocations.
Tax-Aware Analysis
See the tax impact of every strategy before you trade. Holding period analysis, long-term vs short-term gain classification, and estimated tax drag at your income level.
Simple, Transparent Pricing
Free: 6 strategies, basic dashboards. Pro: $29/mo or $299/yr — full access to all strategies, signals, blending, and analysis.
Frequently Asked Questions
BestFolio offers both fixed and tactical strategies. Fixed portfolios (like 60/40, All Weather, Golden Butterfly) maintain constant allocations with periodic rebalancing. Tactical strategies adjust allocations monthly based on momentum, trend, or economic signals. Both types are backtested with 30+ years of data. We add 5 new strategies every month.
No. BestFolio is an information and research tool. We aggregate published strategies and compute their signals. Nothing on this platform constitutes personalized investment advice. You are solely responsible for your own investment decisions.
Strategy data is refreshed daily. Rebalancing signals are computed at the end of each month and tell you what to hold for the following month. Most TAA strategies only require trading once per month.
Yes. BestFolio tells you the target allocation; you execute the trades at your broker. We also provide UCITS-compatible ETF alternatives for European investors, with ISIN codes you can enter directly.
We offer a 30-day money-back guarantee on all paid plans. If BestFolio is not right for you, contact support within 30 days of your first payment for a full refund, no questions asked.
BestFolio Monthly Briefing
Free monthly recap of TAA strategy signals, performance rankings, and market regime updates. No spam, unsubscribe anytime.
Ready to Take Control of Your Portfolio?
Start with 6 free strategies. No credit card, no commitment. Upgrade to Pro when you're ready for the full library.
30-day money-back guarantee on all paid plans.