Allocate Smartly tracks the industry's best Tactical Asset Allocation strategies, with thorough, up to date backtests.
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What We Do
New to Tactical Asset Allocation? Learn more: What is TAA?
Members can combine multiple strategies with the click of a button to create their own custom Model Portfolios.
Members can follow their Model Portfolios in near real-time, and receive notifications when a change is likely to occur today.
Become a Member
- Our risk-free money back guarantee: If you are unsatisfied with your membership, you may request a refund at any time, and we will refund the prorated amount remaining on your subscription, no questions asked. (*)
Free Limited Access
- Access to 3 strategies and sample Model Portfolios.
- What you're missing out on:
- Access to all strategies and advanced features.
- Combine strategies to create your own custom Model Portfolios.
- Receive notifications when your Model Portfolios change.
Free
Monthly Subscription
- Access to all strategies in our database in near real-time.
- Combine strategies to create 3 custom Model Portfolios.
- Receive notifications when your Model Portfolios change.
- Advanced features like our Portfolio Optimizer.
- Prorated money-back guarantee. (*)
$49/month
Annual Subscription
- Our best value.
- Get all the same features as our monthly membership, including our prorated money-back guarantee, and save 32%.
$399/year
Pro Subscription
- For serious investors.
- Combine strategies to create 15 custom Model Portfolios.
- Find your perfect combination of strategies by taking more control over the Portfolio Optimizer.
$499/year
- Price-lock for life: As we continue to expand this site with additional strategies and features, we will be increasing subscription prices - but not for you. Your price will remain the same for as long as you remain a paid subscriber.
(*) We accept all major credit cards and Paypal. For your convenience, subscriptions automatically renew unless cancelled. Credit card payments are processed via Stripe using SSL technology to keep your information safe. If requesting a prorated refund, there is a minimum charge of 4% of subscription payment to cover the cost of payment processing. We respect your privacy, and will never share, sell, rent, or otherwise use your personal information for nefarious purposes.