Inspectable by default
Strategy inputs should be visible enough to review, revise, and discuss—not buried inside an unexplained decision.
About Investfly
Trading software built around your decisions.
Since 2014, Investfly has focused on a simple idea: people should be able to express, test, and monitor their own trading rules without surrendering control of the decisions.
Your strategyYour authorization
Your rules
Test first
Your control
Inspectable
Visual + code
Our story
Make trading logic easier to express—and easier to inspect.
Rule-based trading often forces people into an uncomfortable choice: settle for a rigid tool or build technical infrastructure from scratch. Investfly was created to narrow that gap.
We provide a visual strategy builder for clear, configuration-driven logic and supported Python tools for deeper customization. Around both, Investfly supplies backtesting, virtual portfolio simulation, monitoring, and eligible account connections.
The platform does not decide what belongs in a strategy. Users choose the instruments, conditions, direction, sizing, risk settings, and any account they authorize. That separation is not fine print; it is central to the product.
Express the ideaTranslate user-defined logic into explicit, editable strategy settings.
Test the assumptionsUse historical models and ongoing simulation to find behavior worth reviewing.
Keep authorization separateLive use is a distinct user decision and remains subject to provider eligibility.
A clear division of responsibility
You define the strategy. Investfly supplies the tools.
Good trading software should make ownership obvious. These are the decisions users make and the infrastructure the platform provides around them.
You decide
Your trading inputs
- Which securities or universe to evaluate
- Entry conditions and trading direction
- Position size, allocation, exits, and risk settings
- Which template ideas to adopt or change
- Whether to authorize an eligible connected account
Investfly provides
Software infrastructure
- Visual and Python strategy-authoring tools
- Backtesting with supported historical data
- Virtual portfolios for simulated observation
- Monitoring, notifications, and status controls
- Eligible market-data and account connections
Product principles
What we optimize for.
Investfly is designed for people who want practical automation without hiding the settings, tests, or authorization behind it.
Test before live use
Backtesting and virtual portfolios give users places to observe behavior before considering a separate live authorization.
Multiple ways to build
Visual configuration reduces friction. Python supports custom logic. Both serve user-defined strategies rather than platform picks.
Document the limits
Market data, simulation, providers, instruments, and execution all have constraints that should be understood—not glossed over.
Built for different starting points
A platform that can grow with the person using it.
A first strategy may begin as a simple visual condition in a virtual portfolio. An experienced developer may begin with a Python class and custom indicator. Investfly keeps the surrounding testing and control model recognizable across both.
Compare visual and Python tools
Company and support
Investfly is a property of Finverse LLC.
Investfly provides software infrastructure and tooling. It is not a registered investment adviser, robo-adviser, broker-dealer, or fiduciary, and it does not provide investment, trading, tax, or legal advice.
Questions about the product, account, documentation, or company? Use the channels here to reach us or review the information that governs the service.
See the platform for yourself
Build around your rules—not someone else's picks.
Explore the visual builder, Python tools, backtesting, and virtual portfolios. Start with your own idea or review a template before adapting it.
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