Simulate spot positions
Use a virtual portfolio to observe supported spot-pair quantities, orders, balances, and recurring entries.
Explore simulationConfigure automated crypto trading for scheduled accumulation, spot-pair indicator strategies, or portfolio rebalancing with the amounts, assets, limits, and timing you choose.
Continued testing and automation: Premium/Elite. Live connection: Elite plus eligible provider/account. Check spot crypto coverage and restrictions.
The same spot-crypto scope can support different levels of strategy complexity.
Use a virtual portfolio to observe supported spot-pair quantities, orders, balances, and recurring entries.
Explore simulationCombine schedules, supported indicators, entry rules, position sizing, portfolio caps, and exits without coding.
Explore no-code botsUse Python strategy callbacks and services for supported spot pairs while retaining platform order and portfolio controls.
Explore PythonThese illustrative configurations show supported patterns, not preferred assets or expected outcomes.
Configure supported spot pairs and quantities using the market's base and quote relationship.
Evaluate configured rules in a market that is not limited to a weekday equity session.
Express a scheduled accumulation policy independently of a price-reactive signal.
Set user-defined allocation, position, and exposure boundaries around the strategy.
Current Investfly strategy scope is spot crypto and long-only. This page does not claim perpetual futures, margin, short selling, grid bots, or exchange-wide coverage.
Current crypto strategy workflows are for supported spot pairs and long-only activity. They do not represent perpetual futures, leverage, margin, or short-selling support.
Yes. You can configure a recurring schedule, supported spot pair or basket, allocation amount, and portfolio limit for a dollar-cost-averaging workflow you define.
Supported crypto strategies can be evaluated with historical backtests and virtual portfolios before any separate eligible account authorization. Modeled results do not predict live outcomes.
Both paths are available for supported spot-crypto strategies: visual configuration for common conditions and schedules, or Python for supported custom selection and signal logic.
The public example contributes a fixed $100 notional to BTC-USD daily at 12:00, includes a guarded four-hour cash-sweep job, and targets a 65% BTC / 35% ETH basket monthly with an 8% drift tolerance and a 35% equity allocation budget. Those are illustrative authored settings, not recommended allocations. Review the platform schedule timezone and the full configuration before copying.
Inspect Crypto Daily DCA And Monthly Rebalance, use Customize to save a private draft, and review every setting before running it.
| Reported historical period | Matched closed-trade records | Last completed run |
|---|---|---|
| 2020-12-31 to 2026-10-08 | 96 | 2026-10-10 |
Historical simulation, not live performance. Partial closes may create multiple matched records. The run uses available history; its dates can change as data refreshes. Inspect costs, fills, missing data and warnings in the full report. These settings demonstrate software behavior, not a recommended strategy.
Coinbase, Alpaca and TastyTrade are marketed crypto connections. In Account/Brokers choose the offered provider, review its authorization and available account/instruments, then confirm the strategy compatibility report before live deployment. This workflow requires Elite. Spot strategies are currently long-only; this page does not promise leveraged perpetuals or every exchange. Practice and historical testing require the corresponding paid features after the trial.
Read spot paper trading, backtest assumptions and pricing.
| Provider for live connection | Market/account scope | Paper mode | Live mode |
|---|---|---|---|
| Coinbase | Eligible spot instruments and account authorization | Investfly virtual portfolio: simulated funds; no provider connection required. | Elite: separately authorize an eligible provider account. |
| Alpaca | Supported spot-crypto instruments and account permissions | Investfly virtual portfolio: simulated funds; no provider connection required. | Elite: separately authorize an eligible provider account. |
| TastyTrade | Supported spot-crypto instruments and account permissions | Investfly virtual portfolio: simulated funds; no provider connection required. | Elite: separately authorize an eligible provider account. |
Historical testing: Available spot-pair OHLCV bars; venue quotes, historical bars and modeled fills can differ. No perpetual-futures replay. Stored intervals are 1, 5, 15, 30 and 60 minutes and daily where data is available; inspect the reported period instead of assuming every symbol has every interval.
Plan and execution limits: Premium or Elite is required for continued automated deployment and historical testing after the trial. This market’s paper practice requires the applicable Premium/Elite entitlement after the trial; Standard’s continuing free practice is for stocks/ETFs. Provider support is not a promise that every account, country, symbol, structure or order type is eligible. Review the connection and strategy compatibility report, quote timestamp, fees and market-data rights. Investfly-managed protection and modeled fills can behave differently from native broker orders. Review current plans and testing assumptions.
Choose the pair, cadence, amount, limits, and monitoring rules—then test the configuration.
Examples are illustrative. Crypto trading involves substantial risk of loss.