SleeveFolio · Documentation
Everything you need to run
your own algorithmic book.
Setup, configuration, and the ins and outs of every screen — from your first magic link to the moment you flip the live switch.
Browse by section
Getting started
Create your account, finish the six-step wizard, and read your first dashboard.
5 articles →
Account & security
Profile, connected identities, two-factor authentication, recovery codes, deletion.
5 articles →
Broker connection
Bring your own Alpaca account. SleeveFolio never custodies funds.
4 articles →
Going live
The Paper → Live gate: two safety checks, a typed confirmation, and TOTP.
3 articles →
Risk & caps
Sleeve budgets, hard dollar caps, drawdown de-risk, and the auto-execute switch.
5 articles →
Universe & filings
Which symbols the account tracks, and the SEC filings feed they unlock.
2 articles →
Signals & strategy
How the four-factor ranking engine scores your universe, and how versions promote.
5 articles →
Orders, positions & recon
The order lifecycle, lots and cost basis, and broker reconciliation.
5 articles →
Kill switch
Pause, Cancel open orders, Liquidate everything — one click from every screen.
4 articles →
Notifications
Email, push, and in-app alerts for fills, drift, and kill events — all opt-in.
3 articles →
Billing & plans
Free and Pro; invoices, payment methods, and daily data budgets.
4 articles →
Reference
Shortcuts, audit log, data providers, and the glossary.
4 articles →
Troubleshooting
Connection errors, stale data, gate failures, and the FAQ.
5 articles →