SleeveFolio · Documentation
Everything you need to run
your own automated portfolio.
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.
6 articles →
Account & security
Profile, connected identities, two-factor authentication, recovery codes, deletion.
5 articles →
Broker connection
Bring your own Alpaca account. SleeveFolio never holds your money.
4 articles →
Going live
The Paper → Live gate: two safety checks, a typed confirmation, and your authenticator code.
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.
4 articles →
Signals & strategy
How the four-factor ranking engine scores your universe, and how new versions take effect.
4 articles →
Orders, positions & recon
The order lifecycle, lots and what you paid for them (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 free market data.
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 →