Investfly Guides

Documentation for Investfly account and platform workflows

Guides

What is Investfly? Manage Membership User Settings Market Overview Watch List Market Automations Stock Screener Virtual Portfolio Portfolio Dashboard Broker Account Submit Manual Trades Trading from Stock List Automation Concepts Create Trading Strategy Working with Automated Strategy Expression Overview Expression Builder Indicators Custom Indicators Affiliate Program

API Documentation

API Reference

Market Automations

A Market Automation watches a security universe and runs the actions you choose when its entry condition becomes true.

Use the same guided builder for a notification-only alert, an automated trade, or both. The New Alert and New Trading Bot buttons are convenient presets for this single automation model.

Choose the Actions

Notify Me

Receive one notification containing the securities that newly matched the entry condition.

Send Trade Order

Submit the configured stock or ETF market order for the first eligible matching security. Trading-account and sizing fields appear only when this action is enabled.

You can enable either action or both. A notification failure does not suppress an enabled trade action, and each result is recorded in the occurrence history.

Create a Market Automation

  1. Configure Universe: name the automation and choose one stock, a custom list, a watchlist, or a standard market list.
  2. Entry Trigger: build the price, indicator, volume, or combined expression that must become true.
  3. Actions: select Notify me, Send trade order, or both. Configure account, side, and quantity or maximum amount only for a trade action.
  4. Review: confirm the universe, trigger, actions, and lifecycle before creating the automation.

Every security in the resolved universe is evaluated independently. If several securities newly match in one evaluation, the notification includes all matches and the trade action uses one deterministic eligible match.

Run Once or Repeat After Re-arm

An automation fires on a false-to-true transition, not on every evaluation while its condition remains true.

  • Complete after the first occurrence: the automation becomes completed after its first accepted trigger occurrence.
  • Repeat after re-arm: a security must stop matching and later match again before another occurrence is allowed. Trade-enabled automations also require a maximum occurrence count.

This lifecycle applies to both actions. A repeatable notify-only automation can notify again after re-arm; a repeatable trade automation can submit another order after re-arm until its configured limit is reached.

Manage and Review Results

The dashboard's Market Automations section shows each automation's actions, universe, repeat policy, status, latest matching security, occurrence count, and resulting order. You can activate, deactivate, edit, or delete an automation and inspect its durable occurrence history.

Use a full Trading Strategy when you need an end-to-end system with entry and exit rules, risk controls, position management, or option lifecycle management.