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, and your email preferences. Six 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). They’re 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

   A read-only preview of your starting risk limits: sleeve budgets (how much of your account each bucket, whether stocks, crypto, or cash, may use) and the default caps every account gets. The full editor lives at Risk & Caps after onboarding: nothing to decide here yet.
5. 5
   Notifications

   Choose whether you want the daily or weekly digest emails. Both start off: the recurring digests are opt-in. 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.
6. 6
   Review

   One last look at everything, then finish. You land on the dashboard.