Put your investing rules to the test.

Tactfolio is a visual builder for rules-based portfolios. Say when to hold what, such as stocks while the market trends up and bonds when it doesn’t, and see how that plan would have played out on real prices, bad years included.

Open the builderHow it works →

Free while we build. Look around without an account.

The Tactfolio editor with the Trend following pattern open: its rules as a tree on the left, and its backtest on the right with growth, drawdown, and holdings charts.
A starter pattern in the editor: rules on the left, their backtest on the right.

Start from a pattern, not a blank page

Four starter patterns are ready to open: trend following, buying dips, momentum rotation, and a fixed mix. Each shows its last ten years next to buying and holding QQQ, including where it fell short.

See the patterns →
The builder's start page showing four starter patterns, each with a ten-year growth chart and its max drawdown, Sharpe ratio, and yearly return next to buy-and-hold QQQ.

Rules you can read

A strategy is a tree of plain blocks. Change a number and the backtest reruns.

  • If

    If this, then that

    If QQQ is above its 200-day average, hold stocks. Otherwise, hold gold and bonds.

  • Rank

    Rank and pick

    Each month, hold whichever of four funds did best over the last three months.

  • Weight

    Mix

    Split money equally, by percentages you choose, or so each holding carries a similar amount of risk.

Numbers that don’t flatter

Every backtest shows growth next to a benchmark, the deepest drop along the way, and what the strategy holds today. Trades happen at the day’s close, each one pays a small cost, and no rule sees a later day’s prices.

It still can’t tell you what comes next. Why past results mislead →

  • Daily prices adjusted for splits and dividends
  • Same dates for the strategy and its benchmark
  • Trading costs charged on every trade
  • Every save kept as a revision you can trace

Bring your AI assistant, if you use one

Connect Claude, ChatGPT, Claude Code, Codex, Cursor, or another assistant that supports MCP. Describe an idea in a sentence. It builds the strategy, runs the backtest, and saves a draft you can check in the builder.

Connect an assistant →
You

Hold QQQ while it is above its 50-day average and the VIX is under 25. Otherwise split between IEF and BIL. Backtest it from 2010 and save it as a draft.

Your assistant
  • Built the rules as a strategy
  • Ran the backtest from 2010 to today
  • Saved it as a draft in your builder

One place for every step

Build a rule, test it on real prices, try it with pretend money, then let it trade your own Alpaca account.

Explore the research

Strategies, fund data, guides and free tools, all on the same daily prices the builder uses.

What’s ready

Build and test

  • The visual builder and four starter patterns
  • Backtests on daily prices, with drawdowns and holdings
  • Revision history for every strategy
  • AI assistant access over MCP

Trade

  • Paper trading at real market prices, with a daily summary
  • Your own Alpaca account, paper or live
  • Orders placed by your strategy, with your own API keys

Everything is free while we build. See the plans for when paid plans open.

Have a rule you’ve been meaning to test?

Open the builder