Sleeve budgets

5 min read · updated 2026-06-11

A sleeve is one of the three buckets your account allocates across: equities, crypto, and cash. Sleeve budgets — set on Risk & Caps — define what share of the account each sleeve may use.

How budgets apply

Budgets are enforced when SleeveFolio works out how large an order should be: a sleeve that’s already at budget doesn’t get new buys, regardless of how strong a signal ranks. The dashboard’s sleeve card shows your actual split against these budgets at a glance.

Defaults

Every account gets a conservative default split at onboarding (previewed in the wizard’s Risk step). Adjust it anytime — like all risk edits, sleeve changes collect into a pending-changes list you review and apply in one go: all together, or not at all.