QUAFI is a portfolio calculator. Choose how much risk you accept and when you will need the money. QUAFI analyses ten years of market data, finds the mix of assets with the best historical balance of risk and return for those settings, and explains every weight. The decision stays with you.
Every report includes a backtest chart of the allocation's cumulative return against the S&P 500 over the window you choose. The chart shows the whole curve, including the periods when the allocation did worse than the index.
QUAFI charges a fixed subscription. It takes no percentage of your assets, no commission on trades and no payments from brokers.
Run two complete optimizations before you pay anything, one guided and one with your own assets.
QUAFI asks when you will need the money and how large a temporary drop you could accept. Nothing else is needed to start.
Pick the markets yourself or let QUAFI search all of them. It covers US stocks, funds and bonds, CEDEARs, and Argentine stocks and bonds.
In about a minute QUAFI shows the assets, the weight of each, the reasoning behind them and the main risks of the allocation.
QUAFI evaluates every instrument on its full price history. Losses weigh more than gains of the same size, as they do for most investors, and recent market behaviour counts more than the distant past. The optimizer then sets the weights with a maximum and a minimum per asset, so no portfolio depends on a single name and none carries positions too small to matter. The models come from behavioural finance and econometrics, and QUAFI Research publishes them.
QUAFI Academy is a free course in English and Spanish on how investing works. Short videos and plain-language lessons explain compound interest, diversification and the rest of the basics, with quizzes along the way and a certificate you can share. No background in finance is needed.
Every plan includes the full optimization engine, the downloadable report and the detail screen for each asset. You only pay a flat monthly fee.
During the launch period every account has the complete Pro plan for free, and QUAFI asks for no card or payment method. When paid plans start, you will choose whether to continue, and nothing is charged before that.
All plans are billed in US dollars, and you can cancel at any time from your account settings. Every new account includes two free optimizations before any payment.
Agustín A. Shehadi C., Ph.D. in Economics, founded QUAFI to give individual investors the optimization methods that funds and private banks use. QUAFI sells no financial products and takes no share of your gains. It charges a flat fee and explains how it reaches every result.
Our research is open to everyone. QUAFI Research publishes the working papers behind the product, on finance, behavioral finance and financial econometrics.
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