Build a stock trading bot around your rules.

From stock research to a complete bot

Exploring an AI stock trading app? See how AI trading ideas fit into Investfly's stock strategy workflow, from your initial idea through building, testing, and simulation.

Inspect the five-minute AAPL/META SMA example: rising-edge SMA(20) above SMA(50), market/day entry, 30% equity sizing, initial 4% protection, staged closes and a later trailing stop. The strategy view shows every rule and limit, not just an entry signal.

Inspect SMA CrossOver, use Customize to save a private draft, and review every setting before running it.

Historical simulation, not live performance. Partial closes may create multiple matched records. The run uses available history; its dates can change as data refreshes. Inspect costs, fills, missing data and warnings in the full report. These settings demonstrate software behavior, not a recommended strategy.

Eligible stock connections

Standard remains free after the included trial, with one stock/ETF virtual portfolio, screener, watchlist, notification automation and saved strategy. Continued backtesting and automated deployment require Premium or Elite; live connections require Elite.

Start with a stock screener, review historical assumptions, and inspect scheduled entry, baskets and rotation templates. A scheduled basket defines your weights and rules; it does not select an optimized investment for you.

Recurring contributions and ranked rotation

The weekly contribution example schedules Monday 10:00, contributes $1,000 virtual cash per run and splits it 50/50 between AAPL and MSFT, subject to position/exposure limits. Confirm schedule timezone and available cash.

Inspect Advanced Weekly DCA Open, use Customize to save a private draft, and review every setting before running it.

Historical simulation, not live performance. Partial closes may create multiple matched records. The run uses available history; its dates can change as data refreshes. Inspect costs, fills, missing data and warnings in the full report. These settings demonstrate software behavior, not a recommended strategy.

The rotation example runs Monday 09:45, ranks MSFT/NVDA/META/AAPL/AMZN by 20-day rate of change and targets the top two within a 50% equity budget, subject to a 35% per-position cap. It is a rule illustration, not an optimized allocation. Review full protective targets, trail and maximum hold before copying.

Inspect Advanced Score Weighted Rotation, use Customize to save a private draft, and review every setting before running it.

Historical simulation, not live performance. Partial closes may create multiple matched records. The run uses available history; its dates can change as data refreshes. Inspect costs, fills, missing data and warnings in the full report. These settings demonstrate software behavior, not a recommended strategy.

Check stocks and etfs access before creating a bot

Historical testing: Available stock/ETF OHLCV bars; symbol, interval and warm-up determine the usable period. Stored intervals are 1, 5, 15, 30 and 60 minutes and daily where data is available; inspect the reported period instead of assuming every symbol has every interval.

Plan and execution limits: Premium or Elite is required for continued automated deployment and historical testing after the trial. Standard continues to provide one free stock/ETF practice portfolio. Provider support is not a promise that every account, country, symbol, structure or order type is eligible. Review the connection and strategy compatibility report, quote timestamp, fees and market-data rights. Investfly-managed protection and modeled fills can behave differently from native broker orders. Review current plans and testing assumptions.

Next: review stock stop/target fill behavior.