Editorial policy

Written by the Tactfolio research teamPublished 4 min read

This policy explains how Tactfolio writes, checks, dates and corrects the pages we publish. It covers our guides, docs, strategy articles, tools and comparisons. It does not cover strategies that members publish in Discover.

  • We only state facts a reader can check on the page or at a linked source.
  • Every page shows who wrote it and when it was last updated.
  • Every backtest is called hypothetical and says its dates and costs.
  • We fix mistakes and change the “Updated” date when we do.
  • We never tell you what to buy or sell.

Who writes our pages?#

The Tactfolio research team writes our pages. The byline at the top of each page names the writer and shows the date it was published and last updated.

When a named person writes a page, the byline links to their author page. It shows their real name, their role, what they know and where to find them online. We never invent a person, a title, or a credential. We never hint at a license someone does not hold.

How is a page checked before it goes live?#

Each page is checked against its sources and against our written style rules before we publish it. A check means:

  • every fact matches the source it links to,
  • every number has a date and a source,
  • every backtest figure matches what our engine produces, with its period and costs,
  • every claim about Tactfolio matches what the product does today,
  • the page is written in plain words, with no hype.

When a second named person has checked a page, the byline names them as the reviewer. If no one has, we leave that line out. We do not fake it.

Where do our facts come from?#

We use primary sources first. A primary source is the place a fact starts. For finance pages, that means:

We use news sites and blogs only to point to an idea. We never use them as the only source for a number. Each source is linked next to the claim it supports, and listed again at the end of the page.

How do we date data?#

Every number that can change carries its date. A backtest says the period it covers, the data it used and the cost it charged for each trade. Pages that update on their own show when they last updated and where the data came from.

Our methodology explains how our backtests and data work.

How do we write?#

We write for people who are new to investing on their own. We use short sentences and plain words. We explain each finance term the first time we use it. Details for advanced readers go in a clearly marked section near the end.

We also follow these rules:

  • We show risk first. If a strategy lost 30% in a bad year, we say so near the top.
  • We never promise returns. We do not say “guaranteed”, “risk-free” or “beat the market”.
  • We never call a backtest a track record. A backtest is a test on past prices. It is not money anyone made.
  • We never pick for you. We explain how things work and what the evidence shows. The choice is yours.

How do we use AI tools?#

We use AI writing tools to help us research, draft and check our pages. They do not decide what we publish. Every page must pass the same checks above, whoever or whatever drafted it. Facts and numbers come from the sources we link and from our own backtest engine, not from an AI model’s memory.

Tactfolio also lets your own AI assistant build and test strategies in your account. Those strategies are yours. They are not Tactfolio content.

How do we write about other companies?#

We compare Tactfolio with other tools in a fair and factual way. Every fact about another company links to that company’s own page and shows the date we checked it. We say plainly what another tool does better. We never make claims about another company’s results.

How do we make money from these pages?#

Tactfolio is free while we build, and our pages carry no ads. If we ever earn money from a link or a listing, the page will say so right next to it.

What about community strategies?#

Members publish their own strategies in Discover. We do not write, check or approve them before they go live. A strategy’s author is not your adviser and does not know your situation. The Tactfolio Score ranks every public strategy by the same rules. A high score is not a recommendation.

How do we correct mistakes?#

We fix errors as soon as we confirm them. When a fix changes a fact or a number, we change the “Updated” date at the top of the page. When a fix changes a page’s main conclusion, we add a short note that says what changed.

Found something wrong? Tell us on the Support page. Please include the page address and what you think is wrong. You do not need an account.

When does this policy change?#

We update this policy when the way we work changes. The date at the top shows the latest version.