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About

BestFolio is a tactical asset allocation (TAA) platform for self-directed investors who want signals from published strategies rather than DIY backtesting. Features: - 52 strategies (HAA, BAA, VAA, GEM, dual momentum, risk parity, return stacking, capital-efficient variants), each backtested 30+ years with walk-forward parameter validation. - Monthly signal delivery via email and Telegram. - Rolling 30-year SWR analysis across every strategy: nobody else publishes Bengen-style withdrawal-rate distributions for HAA vs Cockroach vs Golden Butterfly side-by-side. - UCITS-ready: every US-ticker signal ships with an EU-compatible alternative ISIN. European investors implement directly from their broker. - SmartStack overlay engine for testing RSST, RSBT, NTSX, GDE on any strategy core. - Free public leaderboard at /leaderboard (no signup) ranking all 52 strategies. Pricing: 6 strategies free forever, Pro EUR 22/month for the full catalog plus signals. EU-based (Hungary).

About

PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy. With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts. Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights. The platform supports: - Historical backtests based on real market data - Strategy comparison and benchmarking - Key metrics like CAGR, drawdowns, and Sharpe ratio - Advanced tools like Monte Carlo - Export options (PDF, CSV) and public sharing links

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

DIY investors, financial advisors, and retirement researchers using tactical asset allocation strategies

Audience

Financial Advisors, Investors, Retail Investors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

EUR 22/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BestFolio
Founded: 2025
Hungary
bestfolio.app

Company Information

PortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net

Alternatives

Alternatives

Backtrex

Backtrex

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Stockalyze

Stockalyze

Lunetek Software
VisualMvo

VisualMvo

Efficient Solutions
Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim BestFolio and update features and information
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