SleeveFolio
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  • ▣Getting started
  • ◌Account & security
  • ◍Broker connection
  • ⟳Going live
  • ◐Risk & caps
  • ⌗Universe & filings
  • ∿Signals & strategy
  • ⇆Orders, positions & recon
  • ▲Kill switch
  • ◔Notifications
  • ★Billing & plans
  • ☷Reference
  • ⚠Troubleshooting
Docs/Getting started

▣Getting started

Create your account, finish the six-step wizard, and read your first dashboard.

Create your account

Magic link, Google, or GitHub, and what happens on first sign-in.

3 MIN
The onboarding wizard, step by step

Disclaimer → Broker → Universe → Risk → Notifications → Review.

8 MIN
Tour the dashboard

Portfolio value, the equity curve, sleeves, top positions, signals, and recent orders.

6 MIN
Paper trading basics

What the PAPER badge means, what is simulated, and what is real.

4 MIN
Automate your trading

Keys → universe → strategy → caps → ENABLE AUTO: the full setup, in order.

7 MIN
Using SleeveFolio on your phone

The tab bar, the kill switch button, the disclaimer strip, and touch patterns.

5 MIN
⚠

Not investment advice. Algorithmic trading involves substantial risk of loss. You are responsible for all trades executed by this system.

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