Broker-connected automation

Broker-connected automation you configure and control

Configure Defensive Core, Systematic Momentum, or Institutional Portfolio automation with guardrails you set. Paper portfolios can run automatically; live trading is not available in this beta.

What you control before automation runs

  • Position and trade limits
  • Pause or disable anytime
  • Encrypted broker credentials
  • Activity visible in your dashboard

Built around oversight, not black boxes

Paid plans add systematic paper automation, Alpaca paper automation, and tier-based controls. Marketing names reflect portfolio sleeves, not alpha claims.

Broker connectivity

Connect Alpaca via API when you choose a paid plan. Credentials are encrypted at rest. Your funds stay at your brokerage.

Account monitoring

Review positions, orders, and automation status alongside your brokerage account from one dashboard.

Risk controls

Set position limits, daily trade caps, and stop handling before automation runs. Limits follow your subscription tier.

Automation controls

Enable, pause, or disable automation from your dashboard. Changes apply immediately — no support ticket required.

Performance visibility

Track automation activity, account metrics, and plan usage. Higher tiers unlock deeper analytics views.

User supervision

Tradeify is management software — you stay responsible for supervising activity in your brokerage account.

Automation capacity by plan

Upgrade anytime. Limits and support level change with your tier — details appear in your dashboard before you enable automation.

Plus

Defensive Core Portfolio

  • Quality + low-volatility process
  • Paper portfolio automation
  • Email support

Pro

Systematic Momentum Portfolio

  • Cross-sectional momentum
  • Sector diversification
  • Priority support

Ultra

Institutional Portfolio System

  • Multi-engine allocation
  • AI ranking and explanations
  • Dedicated support queue

Explore free. Automate when you're ready.

No broker required on Explore. Connect Alpaca and enable automation after you choose a paid plan.

Start free. Automate when you're ready.