Related Products
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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).
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
DIY investors, financial advisors, and retirement researchers using tactical asset allocation strategies
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Audience
Financial Advisors, Investors, Retail Investors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
EUR 22/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBestFolio
Founded: 2025
Hungary
bestfolio.app
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Company InformationPortfolioMetrics
Founded: 2023
Czech Republic
portfoliometrics.net
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Integrations
No info available.
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Integrations
No info available.
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