Documentation for strategy configuration, testing, simulation, and account workflows
Investfly brings market research, rule-based automation, strategy testing, simulated portfolios, and supported broker connections into one workspace.
You decide which assets, conditions, orders, position sizes, exits, schedules, and risk controls to use. Investfly evaluates and carries out those instructions; it does not select investments or recommend a strategy.
Start with the outcome you need. The tools can share expressions and indicators, but they have different lifecycles.
| Need | Use | What happens |
|---|---|---|
| Inspect what matches now | Screener | Evaluates a universe and returns the securities whose conditions are currently true. |
| Notify or place one configured order when a condition turns true | Market Automation | Watches each security for a false-to-true transition, then notifies you, submits an order, or does both. |
| Manage entries, scaling, exits, schedules, and portfolio limits as one system | Trading Strategy | Runs a complete, stateful strategy that you can backtest and deploy to a compatible portfolio. |
| Submit an order you decide on now | Manual Trade | Opens an asset-aware order ticket without creating a persistent market condition. |
Use the dashboard, charts, watch lists, screeners, expressions, and indicators.
Build alerts and trading bots with a shared four-step workflow.
Configure entries, position scaling, exits, scheduled jobs, and portfolio limits.
Review a strategy, run a hypothetical backtest, and check deployment compatibility.
Track balances, positions, orders, history, performance, and deployed automation.
Join a classroom or group once and work in automatically provisioned, organizer-controlled portfolios.
Investfly supports workflows for equities, ETFs, options, crypto, futures, and forex. Exact data, order actions, strategy controls, and live availability depend on the asset, subscription, connected provider, account permissions, and jurisdiction. The product filters choices to the current workflow and runs a compatibility check before strategy deployment.
For live use, review every setting and authorize the eligible account yourself. Automated evaluation and order submission remain subject to market, data, system, network, and provider delays; Investfly is not a high-frequency execution platform.
Private activities give participants shared starting conditions without requiring them to enroll twice. Classrooms expose Labs while investment groups expose Challenges; organizers configure allowed assets and actions and control whether results are ranked or visible. Simulation cannot reproduce every cost, fill, or risk of live trading.
Review the available configuration, testing, simulation, and account tools.
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