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  Welcome to the TaraFolio Investor Guided Tour!

We have provided two choices for you to familiarize yourself with the features and functionality of our Service; you can take the entire tour or jump directly to one of the following sections:
1. Introduction to TaraFolio Investor
2. Completing the Risk Profiler questionnaire
3. Creating a new portfolio and completing the Portfolio Preferences and Time Horizon questionnaires
4. Screening and adding new stocks to your portfolio
5. Back Testing your portfolio
6. Using the TaraFolio Engine to optimize your portfolio
7. Monitoring the performance of your portfolio(s)
8. My Portfolios Page
9.Portfolio Manager
10.Portfolio Manager

5. Back Testing your portfolio

Back Testing allows you to analyze the historical performance of your rebalancing strategy, i.e. Aggressive, Benchmark, Buy and Hold, Adjusted Benchmark, and Managed, for the previous 3, 6, 9, and 12 month increments. This testing feature is extremely useful when selecting a rebalancing strategy. (Circle or point at the Back Test button)



  

The TaraFolio Engine uses sophisticated mathematics, economic theory, real-time market data, and user-defined investment objectives to provide recommendations for optimal portfolio performance.

 

 
   
   
   

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