Trading Config
Trading settings control how Quantly connects to your brokerage and executes your strategies.
Connected Accounts
Section titled “Connected Accounts”In Settings → Trading → Connected Accounts:
- Connect paper or live accounts for supported brokers via OAuth
- View connection status (Connected or Not Connected)
- Reconnect if your authorization expires or fails
To connect, click Connect next to the account. You are redirected to your brokerage to sign in and approve access. No API keys to copy or paste.
See Connect Your Brokerage for the full walkthrough.
Paper accounts
Section titled “Paper accounts”A paper account connected through OAuth gives you:
- Simulated fills and balances
- No real money at risk
- The same execution flow as a live account
Live trading
Section titled “Live trading”Connect a live account when your broker supports it. See Supported Brokers for availability.
Trade configuration
Section titled “Trade configuration”In the Trade Configuration section on the same tab:
| Setting | Description |
|---|---|
| Default Trade Time | Default execution time for new strategies (each strategy can override) |
| Data Source | Use Close or Open prices for execution and backtests |
| Share track record | When enabled, deployed strategies can appear on Track Record with percentage returns only |
Click Save Changes after editing.
Related
Section titled “Related”- Invest and Deploy - allocate capital after connecting
- Billing and Plans - Quantly Pro monthly and annual billing