Concepts
The core ideas behind Rapidfolio — and why they matter for financial automation.
Rapidfolio is built around a small number of concepts that fit together cleanly. Once you understand how they relate, everything else — the editor, the API, the audit trail — becomes straightforward.
The big picture
You define procedures — visual workflow graphs that describe what your automation should do. Rapidfolio runs them: calling your integrations, routing through logic, pausing for human approval when needed, and logging every action.
Each execution is a run. Runs are permanent, immutable records. You can always go back to any run and see exactly what happened, step by step.
Every run happens in an environment — sandbox or live. Sandbox is a full execution environment where you test against real integrations (Stripe test mode, Plaid sandbox) without touching real money. Live is production.
And because this is financial automation, determinism matters: given the same inputs, Rapidfolio always produces the same outputs. Calculations are code, not AI guesses. Every action is logged. Every approval is recorded.
The four concepts
| What it is | |
|---|---|
| Procedures | The workflow definition — nodes, edges, logic |
| Runs | Each execution of a procedure, with its full history |
| Environments | Sandbox and Live — isolated by design |
| Determinism | Why you can trust Rapidfolio with real money |
Start with Procedures if you're new — it explains what you're building. Then Runs for what happens when it executes.