Help & Documentation

Everything you need to know about building, sharing, and tracking strategies on Livefolio.

Getting started#

Livefolio is a tool for building, sharing, and tracking investment strategies. You can craft a strategy by combining rules and an allocation, run a backtest against historical data, share it with others, and (optionally) connect a real brokerage account to follow along.

Creating an account. Sign up at /auth/sign-in with your email or an OAuth provider (Google, etc.). We'll send you a magic link or sign you in via the provider. No password to remember.

Free vs. Pro. Most of Livefolio is free, including building unlimited strategies and basic backtests. Pro unlocks features like trade logs, larger subscription limits, and priority support. See the full comparison on /pricing.

Strategies#

A strategy on Livefolio is two things: a set of rules and an allocation. Together they describe how a portfolio is constructed and managed.

Creating your first strategy. Go to /strategy/new. Give it a name, pick assets, set weights, and define rules.

Rules tab. Each rule is a card describing a condition (e.g., "rebalance monthly," "stop loss at 10%"). Add, reorder, or remove rule cards as needed.

Allocation tab. Set the target weight for each asset. The donut visualizes the split. Weights must sum to 100%.

Backtest tab. We compute standard performance metrics from your strategy:

• CAGR — annualized return over the backtest period.
• Sharpe ratio — return per unit of volatility (higher is better; > 1 is decent, > 2 is great).
• Max drawdown — the largest peak-to-trough decline.

Backtests use historical data and assume no slippage or commissions unless otherwise stated. Treat them as a sanity check, not a forecast. See Disclaimers.

Trades tab (Pro). Generates a chronological log of trades the strategy would have made over the backtest period.

Sharing a strategy. Make a strategy public to get a shareable link. Others can view it, follow it, or copy it as a starting point for their own.

Subscriptions#

When you subscribe to someone else's strategy, you can track its performance, get notified of changes, and (with a brokerage connected) align your positions to it.

Tier caps. Free accounts can subscribe to a limited number of strategies. Pro raises the cap. Exact limits are on /pricing.

Notifications. When a creator updates their strategy (changes rules or weights), you'll see a notification. We don't auto-rebalance your real account — you decide whether to follow each change.

Unsubscribing. Open the strategy page and click "Unsubscribe." This is reversible.

Brokerage connections#

Brokerage connections are powered by SnapTrade. They let you view your real positions inside Livefolio and (where supported) place orders through your broker.

What we read. With your permission, we read your account holdings and positions from your broker. We don't store long-term copies of this data — it's fetched on demand and shown to you.

What we don't do. We don't custody your assets. We don't store your broker username or password. We don't trade without your explicit confirmation of each order.

Connecting. Go to /settings/brokerage and follow the SnapTrade prompts. You'll be redirected to your broker to authorize the connection.

Disconnecting. Disconnect at /settings/brokerage at any time. To remove all brokerage data we hold for you, email support@livefol.io.

Billing and plans#

Upgrade. Open /pricing and pick a plan. Checkout is handled by Autumn (using Stripe).

Manage your subscription. Go to /settings/billing to update payment method, change plan, or view invoices.

Cancel. From /settings/billing. You keep Pro access until the end of the billing period; you won't be charged again.

Refunds. Refunds are discretionary — see the Terms for the full policy. If something goes wrong, email support@livefol.io and we'll work with you.

Account and settings#

• Profile — name and email at /settings/profile.
• Connected accounts — manage OAuth links at /settings/connections.
• Brokerage — connect or disconnect at /settings/brokerage.
• Delete your account — email support@livefol.io. We'll remove your personal data within 30 days, subject to legal retention rules described in our Privacy Policy.

Troubleshooting#

I can't sign in. Magic links expire after a short time — request a new one. If you signed up with Google or another OAuth provider, sign in with the same provider (we don't merge accounts across providers automatically). Still stuck? Email us.

My broker won't connect. SnapTrade supports most major brokers, but some require additional steps (e.g., enabling API access in the broker's settings). If the connection fails, the error message in the SnapTrade modal usually points to the cause. If not, email us with the error and your broker name.

My backtest looks wrong. Check the time range, the data source, and the rules. Backtests assume historical prices are exactly tradeable — they're not. Survivorship bias, dividends, and corporate actions can also affect results. See Disclaimers.

I was charged unexpectedly. Subscriptions auto-renew until you cancel. Check /settings/billing for your renewal date. If something still looks wrong, email us with the charge details.

Disclaimers#

Livefolio is a tool for research and education. Nothing here is investment, legal, tax, or financial advice. Past performance does not predict future results. Backtests use historical data and modeling assumptions that may not hold going forward.

You're responsible for your own investment decisions. Consult a qualified professional before making financial decisions. For the full legal context, see the Terms of Service.

Still need help?#

Email support@livefol.io or join our Discord.