The Platform
Everything you need to invest wiser.
Four integrated pillars for tactical asset allocation. Built on academic research.
Explore01 / 04
Research-Grade Strategies. Fully Transparent.
Every strategy is grounded in academic research — and you can see exactly how each one works.
Strategy Library
- Browse strategies from researchers like Faber, Antonacci, Keller, and Gray — each with full citations and publication details
- Every strategy has a plain-English explanation of its methodology: what signals it uses, how it rotates assets, and what conditions it's designed for
- Detailed performance metrics for each strategy: equity curves, drawdowns, monthly return heatmaps, annual returns, and full trade history
Current Allocations
- See exactly what each strategy is holding this month — every ETF ticker and its weight, updated after each monthly rebalance
- Instantly see whether a strategy is in risk-on mode (equities) or defensive mode (bonds, cash, gold)
- Copy allocations directly to execute trades in your own brokerage account
Compare
- Place strategies side by side to compare their performance, risk profile, drawdown behavior, and allocation patterns
- Identify which strategies complement each other for portfolio construction
Simulate02 / 04
Customize Every Parameter. Test Every Idea.
Start with any published strategy and make it yours — or build one entirely from scratch.
Scenarios
- Take any published strategy and override its parameters: change the momentum scoring method, adjust the lookback period, swap the defensive asset, switch the allocation algorithm
- Parameters are organized into three clear zones — Risk-On (what assets to buy), Protection (when to rotate out), and Risk-Off (where to hide during downturns)
- Every parameter comes with a detailed tooltip explaining its formula, which academic research it originates from, and how changing it shifts the strategy between conservative and aggressive behavior
- Run the full backtest instantly and see complete results: equity curves, drawdowns, annual returns, monthly heatmaps, allocation timeline, and trade log
Builder
- Create a strategy entirely from scratch — select your own ETF universe from categories like US equity, international, sectors, commodities, bonds, crypto, and alternatives
- Choose your momentum signal (3/6/12-month, EMA, acceleration, SMA ratio), protection style (canary, trend health, breadth), and allocation method (equal weight, risk parity, minimum variance, HRP, max diversification)
- Build and test your own investment thesis without writing a single line of code
Save & Reuse
- Save your best scenarios and custom-built strategies as building blocks for portfolio construction
Build03 / 04
From Single Strategies to Optimized Portfolios.
Combine strategies, optimize weights, or let our engine search millions of combinations for you.
Portfolio Optimizer
- Blend strategies into a single portfolio with custom weights and see the combined backtest — blended equity curve, merged drawdowns, aggregate metrics
- Use your saved scenarios and custom-built strategies as components — test how your customized strategies work together
- See how diversifying across different strategy types (momentum, macro, sector, defense) reduces drawdowns beyond what any single strategy achieves
Portfolio Finder
- Our engine pre-tests over 25 million strategy combinations and surfaces the best-performing blends based on your criteria
- Search by target return, maximum drawdown tolerance, or risk-adjusted performance — every result is a fully diversified, multi-strategy portfolio
- Each result comes with a complete dashboard: equity curve, allocation history, drawdowns, trade log, and component breakdown
Find My Portfolio Quiz
- Answer 5 questions about your goals, risk tolerance, and investment style — get a personalized portfolio recommendation in 60 seconds
- Results are matched from pre-computed portfolios tested against real market data, not generic advice
- See your recommended portfolio's performance compared to the S&P 500 with actual backtest data
Analyze04 / 04
AI That Understands Your Portfolio.
Ask questions in plain English. Get answers grounded in real data, not generic advice.
Conversational Analysis
- Ask anything: "Which strategy protects best during crashes?", "How does momentum scoring work?", "What should I add to my portfolio for more diversification?"
- The assistant has deep knowledge of every strategy on the platform — its methodology, historical performance, parameter options, current holdings, and research origins
- Responses are grounded in actual backtest data from the platform, not generic financial advice
Personalized Recommendations
- Set your investor profile — risk tolerance, time horizon, capital, and goals — and every response is tailored to your specific situation
- Mentioned strategies appear as interactive cards with live metrics (CAGR, Sharpe, Max DD) — click through to explore, simulate, or add them to your portfolio
- Get help understanding your saved portfolios: why they behave the way they do, what scenarios could challenge them, and how to improve them
The Workflow
One platform. Everything connected.
Explore a strategy, customize it in Scenarios, save it, combine it in a Portfolio, and ask the AI Assistant to analyze the result. Every tool feeds into the next.
No credit card required