Investfly Help Center | Product Guides

Build your Investfly workflow

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.

Keep the environments distinct. A backtest is a hypothetical historical calculation. An Investfly virtual portfolio is a forward-looking simulation. A connected broker account can involve real orders and capital. Results in one environment do not predict results in another.

Choose the right workflow

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.

Explore by task

Learn paper trading

Create a virtual portfolio, place a simulated order, and interpret positions and performance.

Build a trading bot

Choose the right automation, define its rules, test it, and monitor the deployed workflow.

Backtest a strategy

Configure a historical test and assess its assumptions, trades, risk, and limitations.

Options backtesting

Evaluate underlying-first options rules with contract selection and pricing caveats.

Run a Python strategy

Install the SDK, test a typed strategy locally, and deploy it to the hosted runtime.

How to read stock charts

Read price, candles, volume, and timeframes, then explore the research workspace.

Create an automation

Build alerts and trading bots with a shared four-step workflow.

Build a strategy

Configure entries, position scaling, exits, scheduled jobs, and portfolio limits.

Test and deploy

Review a strategy, run a hypothetical backtest, and check deployment compatibility.

Manage portfolios

Track balances, positions, orders, history, performance, and deployed automation.

Use a lab or challenge

Join a classroom or group once and work in automatically provisioned, organizer-controlled portfolios.

Learn with a worked example

Concepts and Tutorials

Browse concept articles, tutorials, and worked examples with step-by-step instructions and review checklists.

Assets, accounts, and availability

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.

Classroom labs and group challenges

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.