The onboarding wizard, step by step

The first-run wizard collects just enough to make the dashboard meaningful: an acknowledged disclaimer, optional paper keys, a starting universe, your risk limits and strategy mix (from a short questionnaire each, or the defaults), and your email preferences. Seven steps, in this order:

1. 1
   Disclaimer

   Read and acknowledge the risk disclaimer. This is the only hard requirement in the wizard: SleeveFolio is a tool for trading your own money, and we want that understood before anything else.
2. 2
   Broker

   Paste your Alpaca paper API key and secret (from the Alpaca dashboard’s Paper Trading section). Use Test connection to check the pair right on this step — a read-only probe that saves nothing — and if a bad pair still slips through to Finish, the wizard brings you back here with the error. Keys are verified against Alpaca before saving and stored encrypted. You can skip this and add keys later under Settings → Broker.
3. 3
   Universe

   Choose the symbols this account tracks: your trading universe. The field starts with a small example list; add tickers separated by commas. You can reshape it anytime on the Universe page.
4. 4
   Risk

   Your starting risk limits: sleeve budgets (how much of your account each bucket, whether stocks, crypto, or cash, may use) and the caps every account gets. Choose Answer 7 questions (recommended) to run the risk questionnaire right here — it suggests limits from your answers and shows each one next to the default — or Skip for now — keep the defaults. Answered limits are saved when you finish; the full editor lives at Risk & Caps after onboarding either way. See Guided setup.
5. 5
   Strategies

   Which strategies your account runs and how your funds split between them. Answer 7 questions (recommended) runs the strategy questionnaire here and shows the suggested mix and automation rules it will set when you finish; Skip for now starts you with All-Weather Blend at 100% and the automation defaults (the questionnaire then offers itself the first time you open Settings → Strategies). Auto-execute stays off whichever you choose.
6. 6
   Notifications

   Choose whether you want the daily or weekly digest emails. Both start off: the recurring digests are opt-in. Ticking one sets the cadence and switches the digest email channel on for you (daily wins if you tick both). Safety alerts — the kill-switch, reconciliation drift, risk caps, and billing — default on (and the kill-switch email can’t be switched off); tune the rest anytime under Notifications.
7. 7
   Review

   One last look at everything — your risk limits (the profile and what changed from the defaults, or Defaults kept if you skipped), your strategies (profile and mix), and the automation rules, with the reminder that auto-execute stays off — then finish. You land on the dashboard.