Automated trading platform

From market signal to monitored automation.

Screen markets, define indicators, create alerts or trading bots, build complete strategies, run backtests, and observe activity in virtual portfolios—all around rules you choose.

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Discover and analyze
No-code and Python
Test and monitor

Platform map · your rules

DISCOVERScreeners + watchlists

DEFINEIndicators + conditions

AUTOMATEAlerts + bots + strategies

VALIDATEBacktest + simulate

MONITORPortfolios + accounts

ONE CONNECTED PLATFORMRULES: YOURS

Platform toolbox

Choose the right tool for the job.

Start with a focused capability or combine them into a broader process. Each tool has a distinct purpose, from finding a market condition to testing complete strategy logic.

Screeners

Scan supported universes with market, fundamental, and indicator criteria you choose, then save screens for reuse.

Universe Matches Explore screeners

Alerts

Monitor a security or universe for your condition and use an available notification channel when a match is detected.

Condition Notification Market Automation preset

One-off Trading Bots

Pair a focused condition with one user-configured order action. The Trading Bot preset runs once by default and can also notify.

Condition Order action Market Automation preset

Trading Strategies

Combine a universe, entries, sizing, exits, and ongoing position management using visual configuration or Python.

Universe Managed lifecycle Compare authoring options

Backtesting

Run strategy rules across a selected historical period and inspect the modeled equity curve, trades, drawdown, and available metrics.

Rules Historical model See the testing cockpit

Custom Indicators

Write reusable Python calculations for supported screeners, Market Automations, strategies, and historical tests.

Python Reusable signal Explore custom indicators

Research and signals

Find and define the condition before you automate it.

Screeners narrow a market, watchlists organize symbols, charts add visual context, and indicators turn reusable calculations into conditions for other Investfly tools.

Screen and save

Combine supported quote, fundamental, and indicator criteria to create reusable stock screens and focused symbol lists.

Watch and inspect

Organize symbols in watchlists and use interactive charts with supported technical indicators to inspect market context.

Extend with Python

Define custom indicators when a built-in measure does not express your calculation, then reuse them where that indicator type is supported.

Momentum Watch · saved screener

UNIVERSEUS EQUITIES01

AND

PRICEABOVE SMA(50 DAYS)02

AND

CUSTOM INDICATORRISK_REGIME() = ON03

MATCHES12 SYMBOLSIllustrative configuration

Focused automation or full lifecycle

Alert, trading bot, or complete strategy?

Alerts and Trading Bots are two focused Market Automation presets. A Trading Strategy is the larger system for entries, exits, sizing, and ongoing position management.

Market Automation preset

Alert

Keep watch without attaching an order action.

Your conditionNotify

Repeats after rearming by default.

Market Automation preset

Trading Bot

Automate one focused, user-configured order action.

Your conditionOrder + notify

Runs once by default.

Trading Strategy

Strategy

Operate complete logic across a selected universe.

Entries + sizingExits + positions

Evaluates an ongoing lifecycle while deployed.

Every condition, notification preference, order instruction, and strategy rule comes from the user. Live actions require a separate eligible account connection and authorization.

Build at your level

Visual speed or Python flexibility.

Start with configuration when you want clarity. Move to the supported Python SDK when your strategy needs custom logic or indicators.

UNIVERSE · SP_100

BUY · LAST PRICE > MACD(10 DAYS)

SIZE · 5% OF PORTFOLIO

STOP · 1% FROM ENTRY

No-code strategy builder

Configure the logic you mean.

Set a universe, combine supported indicators and expressions, define sizing, and add exits through guided controls. Starter templates can shorten setup, but every input remains yours to review.

Explore the visual builder

from typing import List, Optional
from investfly.models import *

class MyStrategy(TradingStrategy):
    def getSecurityUniverseSelector(self):
        return SecurityUniverseSelector.fromSymbols(
            SecurityType.STOCK, ["AAPL", "MSFT"]
        )

    def getStrategyPolicy(self):
        return CustomStrategyPolicy(
            assetType=SecurityType.STOCK
        )

    @data_trigger(
        type=DataType.BARS,
        barInterval=BarInterval.FIFTEEN_MINUTE
    )
    def onMarketData(
        self, updatedSecurities: List[Security]
    ) -> Optional[List[TradeOrder]]:
        # Evaluate user-authored conditions here.
        return None

# Illustrative structure; review current SDK docs.

Python strategy tools

Write custom logic inside the platform.

Use the supported SDK with documented libraries such as NumPy, pandas, TA-Lib, math, and statistics. Build custom indicators and strategies, then use Investfly's testing and monitoring tools around your code.

Read the Python quickstart

Test before you authorize

A testing cockpit for every revision.

Use historical backtesting and ongoing virtual portfolio simulation to inspect behavior, identify assumptions, and revise your own rules.

Backtest results

Investfly backtesting software results interface

Equity curve Trade history Reported metrics

Historical model

Fast backtesting

Choose a supported period and review returns, drawdown, trades, and available metrics against the assumptions in the test.

Current simulation

Virtual portfolios

Observe simulated positions and orders over time without committing real capital. Simulated fills can differ from live trading.

Your review

Revise and compare

Change the inputs you control, rerun the test, and watch for overfitting before making any separate live-use decision.

Games and contests

Turn paper trading into a shared challenge.

Create or join public and private trading games, define a competition window and starting capital, and compare simulated results on a leaderboard.

Configure the arenaChoose dates, starting capital, visibility, and available game rules.

Invite and competeRun a private challenge with a group or join an available public contest.

Bring it to the classroomEducators can use portfolio simulations and contests as part of a virtual finance class.

Explore classroom simulations

SUMMER PAPER TRADING CHALLENGEDAY 12 / 30

STARTING CAPITAL$100,000PLAYERS24MODEPRIVATE

RANKPLAYERSIMULATED VALUE

01AR Atlas Rules$106,240

02VT Vega Test$103,880

03CP Chart Pilot$101,420

Illustrative virtual competition. Simulated results are not actual trading.

Multi-asset trading tools

Speak the language of each market.

Configure supported instruments using concepts traders recognize—from shares and option legs to pips, ticks, contracts, and spot pairs.

Stocks & ETFs

Build universes, apply technical or fundamental criteria, and express position sizes in shares or portfolio percentages.

Explore stock automation

LEGS · DTE

Options

Configure supported structures such as spreads and cash-secured puts with underlying, expiration, strike, and leg selections.

Explore options automation

SPOT PAIRS

Crypto

Define rules for supported spot pairs and express entries, exits, and sizing around the market data available to your account.

Explore crypto bots

PIPS · MARGIN

Forex

Use directional buy or sell logic with currency pairs, pip-based stops and targets, and account-dependent margin.

Explore forex bots

TICKS · CONTRACTS

Futures

Express strategy settings in contracts and ticks while accounting for contract specifications, margin, and provider support.

Explore futures bots

Monitor and control

Automation should not mean losing visibility.

Use the dashboard and portfolio views to review automation state, virtual portfolio activity, notifications, and connected-account activity. Pause or undeploy strategies when you choose.

Automation stateInspect configuration and current statusVisible

Event notificationsConfigure supported notification channelsYour choice

Portfolio activityReview positions, orders, and reported account valuesInspectable

Pause or undeployRetain control of strategy authorizationAvailable

Connected accounts

Test first. Connect when eligible.

Investfly supports connections across multiple market providers. Exact instruments, order types, automation permissions, and account eligibility vary—confirm current availability inside your account.

Marketed provider coverage

Tradier

Stocks, ETFs, and options

Tastytrade

Stocks, options, crypto, and futures

Alpaca

Stocks and crypto

OANDA

Forex

Coinbase

Crypto

Before live use

A separate authorization step

Connecting a provider does not make every strategy live. Review the strategy and account, then explicitly authorize an eligible connection.

Review connection documentation

Feature questions

What traders usually ask.

Do I need to know Python?

No. The visual strategy builder supports configuration-based strategies without coding. Python is available when you need supported custom logic or indicators.

Can I test without using real money?

Yes. Backtesting uses supported historical data, and virtual portfolios simulate ongoing positions and orders. These modeled results can differ from live trading.

Does Investfly choose what I should trade?

No. Investfly provides software infrastructure. You choose or adopt the securities, rules, direction, sizing, risk settings, and any account authorization.

Can every strategy trade live?

No. Live availability depends on provider, account, jurisdiction, instrument, order type, market-data rights, and current product support.

What is the difference between an alert, a Trading Bot, and a strategy?

Alerts and Trading Bots are focused Market Automation presets. An Alert notifies by default; a Trading Bot attaches one configured order action and runs once by default. A Trading Strategy adds a universe, entries, exits, position sizing, and ongoing position management.

Can I use the same idea across asset classes?

Many rule concepts transfer, but each asset class has different instruments and semantics. Options use contracts and legs, forex uses pips, futures use ticks and contracts, and crypto support is currently spot-oriented.

Where can I use a custom indicator?

Supported Python custom indicators can be used in compatible screeners, Market Automations, visual strategies, Python strategies, and historical testing paths. Availability depends on the specific tool and data context.

Are Games and Contests real-money trading?

No. Investfly games are paper-trading competitions using virtual portfolios and simulated results. They can be used for private challenges, public contests, or supported classroom activities.

Discover · build · test · monitor

Build your trading toolkit in one platform.

Start with a screener or alert, create a focused Trading Bot or complete strategy, and use Investfly's testing, simulation, and monitoring tools around the rules you define.

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