Tactical Asset Allocation
Research Platform
by Cambria
Research the market environment, build an allocation or strategy, test it across decades of history, and monitor what you hold, on real, survivorship-complete data.
Built by senior members of the Cambria Investment Management team.
Where are we in the cycle? Six pillars — growth, inflation, liquidity, credit, trend, sentiment — distilled into a single 0–100 score, back to 1964.
Build factor-tilted portfolios from Fama-French data. Test value, size, momentum, profitability and investment loadings against the market.
Build a chart from 3,223 free series — macro, fiscal, market and cross-country. No account, no code, and every chart you make is a shareable link.
Take an allocation across 15 asset classes and see how it would have performed since 1970 — some back to 1900 — against 60/40, nominal and real, by macro regime.
Run your portfolio through historical crises — 2008, the dot-com bust, 1970s stagflation, COVID — and hypotheticals including the Fed's severely adverse scenario.
Solve for the allocations efficient over your window, then send any point on the curve into the Backtester. Historical, Black-Litterman and risk-parity, side by side.
Build multi-factor equity strategies and technical ETF rotation on survivorship-complete data. Momentum, value, quality, shareholder yield and dual-momentum.
Upload your holdings and see through them — factor, sector, country and style exposure, overlap, concentration and active share. Analyze what you own.
Save any chart, backtest, or dashboard to your research library, export client-ready PDFs, and get notified when the macro regime shifts.
Most professional-grade portfolio research costs hundreds of dollars a month. We built this platform because we wanted these tools ourselves — the same long-horizon, survivorship-complete historical perspective that informs serious asset-allocation work, in one connected workflow rather than scattered across a dozen sites.