Build in the language of allocation
Combine assets, weights, ranks, indicators, and conditional routes without hiding the decision path in a script.
◆ Tactical allocation research
Build the logic.
See the consequences.
Tactfolio turns tactical asset-allocation ideas into inspectable strategy trees, then tests them against market history with every assumption kept in view.
No credit card · Visual builder and backtesting are free
WeightRisk-balanced allocationInverse volatility · 63-session window
RouteSPY above its 200-day average?Evaluated at the official close
True → RankSPY · QQQ · GLD6-month momentum, hold top two
FalseIEF · BILDefensive treasury sleeve
Logic you can readThe tree is the strategy — weights, routes, and ranks stay visible. Nothing compiles into rules you can't see.
Causal by constructionSignals evaluate only what was knowable at decision time. The future never leaks into a test.
Pinned revisionsSaving creates an immutable revision. Results stay attached to the exact input that produced them.
Assumptions travelTiming, slippage, benchmark, and coverage ride along with every run — declared, not implied.
§01 The product
The strategy builder is the product—not a form standing in front of it.
Compose allocation logic directly as a tree. Every branch, signal, asset, and weight stays visible while you build, test, and revise.
Backtest the exact saved revision
Run historical research from the builder and keep metrics, equity, holdings, and assumptions attached to the version that produced them.
Keep research organized
Workspace monitoring and saved results stay attached to the strategy definition instead of becoming separate sources of truth.
§02 The language
Six building blocks. One readable sentence.
Every strategy — from a two-asset rotation to a nested regime model — is composed from the same six node types. If you can read the tree, you can audit the strategy.
AssetHolds
A tradable symbol that can receive portfolio weight — SPY, QQQ, GLD, BIL.
WeightDivides
A rule for distributing capital across children — equal splits, fixed ratios, or inverse volatility.
RouteDecides
A conditional that picks which branch is active, evaluated causally at decision time.
RankSelects
A comparison that selects or weights candidates by a metric, such as 6-month momentum.
IndicatorMeasures
A causal reading of market history — moving averages, momentum, volatility.
Strategy referenceComposes
A pinned revision of another compatible strategy, nested as a child without reaching back up.
§03 The research contract
Power is useful only when the result stays explainable.
Tactfolio is opinionated about causal data, immutable revisions, and explicit execution assumptions. These aren't settings — they're the contract.
01
Inspectable by construction
The tree is both the interface and the strategy definition. There is no invisible translation into a different rule set.
02
Version-aware research
Saved strategies create immutable revisions, so a later edit cannot silently rewrite the input behind an old result.
03
Causal market data
Signals only see information available at decision time. Missing inputs fail clearly instead of becoming imaginary flat returns.
04
Assumptions in the open
Rebalance timing, slippage, benchmark, coverage, and initialization history travel with the backtest.
§04 Evidence
A result you can't reproduce is a rumor.
Every run executes the exact saved revision and publishes its execution contract alongside the metrics. Two people running revision 12 get the same numbers — or a loud explanation of why not.
Read the backtesting contractRun #0481 · Durable momentumRev 12 · Pinned
Signals evaluatedOfficial close · exchange calendar
Fill modelOfficial close + slippage
Slippage5.0 bps per trade
Benchmark60/40 · SPY / IEF
Coverage gateAll inputs required — missing data halts the run
Window2014-01-02 → 2024-12-31 · pre-window retained
§05 The model
Research stays free. Operations can fund the product.
The visual builder and backtesting engine are the open front door to Tactfolio and will remain available at no cost. Commercial plans will focus on optional services that carry ongoing operational cost: automation, monitoring, data freshness, collaboration, and controls.
See the pricing directionVisual strategy builderFree
Historical backtestingFree
Saved strategy workspaceFree
Scheduled automationPlanned
Operational monitoringPlanned
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