Stop Guessing.
Start Following Proven Strategies.
86 portfolio strategies — tactical and fixed, computed daily, in one platform. Know exactly what to hold each month.
Trusted by self-directed investors worldwide
How It Works
From browsing to rebalancing in three steps.
Browse Strategies
Explore 63 published tactical allocation strategies from academic papers and practitioner research. Filter by risk, returns, and style.
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.
Free Strategies to Get You Started
Explore these four strategies at no cost. Upgrade to Pro for the full library.
Everything You Need
Professional-grade tools for systematic portfolio management.
86 Strategies
Published strategies from Antonacci, Keller, Faber, and more. Each one documented with source, rules, and full backtest.
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.
IBKR Integration
Connect Interactive Brokers to see live positions alongside target allocations. Know exactly what to trade.
Simple, Transparent Pricing
Free: 4 strategies, basic dashboards. Pro: $29/mo or $299/yr — full access to all 86 strategies, signals, blending, and analysis.
Frequently Asked Questions
- What is tactical asset allocation (TAA)?
- TAA is an investment approach that adjusts portfolio allocations based on market conditions, using systematic rules rather than gut feelings. Strategies rotate between asset classes (stocks, bonds, gold, cash) based on momentum, trend, or valuation signals.
- Is this investment advice?
- 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.
- How often are signals updated?
- 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.
- Can I use this with my broker?
- Yes. BestFolio tells you the target allocation; you execute the trades at your broker. We also provide UCITS-compatible ETF alternatives for European investors. IBKR users can connect their account for live position tracking.
- What is the refund policy?
- 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.