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Getting Started

Navigation

  • Use the left sidebar navigation to navigate between the views of the app

Trading Strategies

  • Use this view to work with the QuantPilot agent on building and refining executable strategy logic.

  • Expect to see chat, charts, and QuantScript editing together so strategy ideas can move directly into implementation.
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Signed-in QuantPilot strategy workspace with sidebar, chat, and QuantScript editor.

First signed-in view showing the sidebar, active strategy chat, and QuantScript workspace.

Research Projects

  • Use this view to explore market ideas, gather evidence, and work with connected data tools before turning ideas into strategy logic.

  • Expect research chat, supporting tabs, and integrations to stay close together so analysis can happen in one place.

Signed-in QuantPilot strategy workspace with sidebar, chat, and QuantScript editor.

First signed-in view showing the sidebar, active strategy chat, and QuantScript workspace.

Dashboard

  • Use this view for onboarding, access status, announcements, and other supporting account context.

  • Expect the dashboard to help orient new users, while most ongoing product work happens in Trading Strategies or Research Projects.

Signed-in QuantPilot strategy workspace with sidebar, chat, and QuantScript editor.

First signed-in view showing the sidebar, active strategy chat, and QuantScript workspace.

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