Invest and Deploy

Investing allocates capital to a strategy so Quantly can execute it on your connected brokerage account.

Add Investment

1

Open a strategy or find it on the Strategies page.

2

Click Add Investment (or Invest).

3

Enter the dollar amount to allocate.

4

Confirm. Capital moves into managed portfolio value tracked by Quantly.

Paper vs live execution

Account	Execution
Paper	Simulated fills in your connected paper account
Live	Real orders in your connected live account (when supported by your broker)

Invest from whichever connected account is selected in the account switcher. Live trading uses real capital, so validate strategies in paper first.

Execution schedule

Quantly evaluates strategies on trading days and places orders to match the target allocation. You do not need to manually trade each signal.

Go-to-cash vs liquidate

When stopping a strategy, choose the right action:

Action	Strategy row	Positions	Capital
Go-to-cash	Stays active	Sold to cash	Remains in strategy (Cash Remainder)
Liquidate	Removed	Sold	Returns to available brokerage cash

Caution

Liquidate removes the strategy from your managed portfolio. Go-to-cash keeps the strategy active with zero positions but cash on hand.

See Performance Metrics for how managed capital is calculated.

Dry run preview

Before investing, use Dry Run Preview in the editor to see today’s target allocation without placing orders.

Next step

Monitor results on the Dashboard.