Select the universe
Choose a custom list, supported standard universe, or user-defined query.
No-code trading bot builder
Build a no-code trading bot around your chart rules.
Use a visual trading bot builder to configure supported price, indicator, schedule, sizing, and exit logic. Backtest the strategy, observe it in simulation, and monitor the rules instead of recreating the same decision by hand.
- Visual configuration
- Multi-timeframe conditions
- User-defined exits
Visual rule stack
UNIVERSEUser-selected S&P 100 list100 SYMBOLS
ENTRYLast price crosses above 20-bar high15 MIN
POSITIONFixed percentage allocationYOUR SIZE
EXITATR stop plus session ruleREVIEW
STRATEGY OWNERYOU
ConfigureVisible inputs
BacktestHistorical review
MonitorOngoing activity
From chart observation to explicit logic
Capture the decision—not just the signal.
A usable trading bot needs more than an entry. Investfly keeps the full strategy visible so you can inspect each assumption.
Define the trigger
Combine supported quote fields, indicators, filters, schedules, and timeframes.
Set capital rules
Choose position sizing, order behavior, exposure limits, and existing-position handling.
Own the exit
Add stops, profit targets, time exits, session controls, or supported asset-native lifecycle rules.
Native examples
One visual builder. Different market mechanics.
These are illustrative configurations—not strategy recommendations. You choose every instrument, threshold, schedule, and risk input.
Stock strategy
Price-channel breakout with an ATR exit.
UNIVERSEYour liquid-stock watchlist
ENTRYLast Price > Highest High (20 bars)
SIZE25 shares per accepted signal
EXITStop = 1.5 × ATR from entry
Spot crypto strategy
Scheduled accumulation with a portfolio cap.
PAIRUser-selected supported spot pair
SCHEDULEEvery Monday at 10:00
AMOUNTUser-defined quote-currency amount
LIMITMaximum allocation selected by user
Options strategy
Cash-secured put entry with contract rules.
UNDERLYINGYour selected symbol
CONTRACT30 DTE · target delta 0.25
ENTRYUser-defined weekly schedule
GROUP EXITYour premium-based target and stop
Futures strategy
Session breakout with tick-native protection.
CONTRACTUser-selected futures product
ENTRYBreak above your session range
SIZE1 contract
EXIT12-tick stop · flatten before close
Designed for repeatable work
Spend less time recreating the same checks.
Automation can repeatedly evaluate supported rules, but it does not remove the need to review strategy behavior, account state, and market conditions.
Monitor conditions systematically
Let a strategy evaluate supported triggers on its configured schedule instead of manually repeating every scan.
Keep the logic readable
Review the selected universe, expression, sizing, exits, and limits in one structured configuration.
Separate testing from live use
Backtest and simulate first, then authorize an eligible account separately if and when you choose.
Go deeper by market
See the configuration patterns for what you trade.
No-code trading bot questions
Choose a visual builder with the full workflow in view.
What is a no-code trading bot?
A no-code trading bot evaluates trading rules configured through visual controls instead of a programming language. You still choose the universe, conditions, schedule, sizing, exits, and risk settings.
Can I backtest a no-code strategy before live use?
Yes. Investfly lets you run supported visual strategies through historical backtests and virtual portfolios before separately authorizing an eligible connected account.
Which markets can I configure in the visual trading bot builder?
The builder supports market-specific workflows for stocks and ETFs, spot crypto, options, futures, and forex. Instruments, data, orders, and live availability depend on current platform and provider support.
Do I have to build every strategy from scratch?
No. Illustrative strategy templates provide inspectable starting structures. Copy one into a private workspace, then replace its instruments, thresholds, sizing, timing, and risk inputs with your own choices.
Make the rule explicit
Build your first no-code strategy.
Start from a template or configure the universe, conditions, sizing, and exits yourself.
Examples are illustrative and not investment recommendations. Trading involves risk of loss.