Investfly Guides

Manage, backtest, and deploy a strategy

The strategy detail page separates three jobs: inspect the saved definition, evaluate it against historical data, and choose where it may run.

Open Strategies, then select a strategy name. Configuration-driven strategies expose Overview panels for Universe, Entry Logic, Position Growth, Exit & Protective Risk, Scheduled Logic, and Portfolio Limits. Python strategies expose their code editor instead.

Edit a managed strategy

1. On the Overview tab, choose the edit action for the section you want to change.
2. Update the section in the same asset-aware builder used during creation.
3. Choose Save Strategy to save immediately, or Continue to review later steps before saving from Review.
4. Return to Overview and confirm the saved summary reflects the intended definition.

This managed edit flow lets you change one lifecycle area without starting over, while still keeping the full strategy available for review. Re-run validation and testing after any material rule, sizing, schedule, or risk change.

Run a hypothetical backtest

The Backtest tab runs the saved strategy against the selected historical window and available data. You can start a run, follow queued/running progress, stop an active run, and inspect results after completion.

Results can include portfolio value, return, drawdown, trade counts, win rate, risk-adjusted metrics, and individual closed trades, depending on the strategy and available data.

Use a virtual portfolio first

Deploying to an Investfly virtual portfolio evaluates the strategy going forward with simulated funds. This is useful for observing timing, state transitions, order behavior, scaling, exits, and scheduled jobs without authorizing real orders.

Simulation still differs from a broker account: fills, availability, market data, latency, and provider behavior can be different. Compare the virtual portfolio's Positions, Pending Orders, Trade History, Performance, and Automation views rather than relying only on a headline return.

Deploy to a portfolio

1. Open the Deployment tab and choose a portfolio.
2. Review the compatibility report. Asset type, broker, account capabilities, option structures, order behavior, and current product limits can block an incompatible deployment.
3. For a live account, review the live-trading terms and any deployment controls such as excluded symbols or reserved buying power.
4. Authorize deployment, then monitor its state and the portfolio's resulting orders and positions.

A compatibility pass means the current strategy/account combination is supported; it is not a recommendation or a guarantee that an order will be accepted or filled. Broker, exchange, market-data, and account restrictions still apply.