FAQ
General
Section titled “General”What is Quantly?
Section titled “What is Quantly?”Quantly is a quantitative trading platform for designing, backtesting, and executing algorithmic strategies with a visual builder and AI generation.
Do I need to code?
Section titled “Do I need to code?”No. Use the tree-based editor, Generate with AI in the strategy editor, or connect an AI assistant through MCP. See AI Generation.
Can I generate strategies with AI?
Section titled “Can I generate strategies with AI?”Yes. In the app, click Generate with AI in the strategy editor and describe what you want. Quantly builds the tree and runs a backtest. You can also use the Quantly MCP server (https://mcp.quantly.trade/mcp) from tools like Cursor to create strategies and manage your portfolio in natural language.
What plans are available?
Section titled “What plans are available?”- Quantly Paper ($15/mo) - build, backtest, paper trading
- Quantly Pro ($25/mo) - everything in Paper plus live trading
See Billing and Plans.
Is there a free tier?
Section titled “Is there a free tier?”Quantly is a paid subscription product. Use the demo to explore before subscribing.
Brokerage
Section titled “Brokerage”Which broker does Quantly use?
Section titled “Which broker does Quantly use?”Quantly connects to supported brokerage partners. Connect in Settings → Trading via OAuth (click Connect next to Paper Account).
Is my money at risk on Paper?
Section titled “Is my money at risk on Paper?”Quantly Paper uses a connected paper account - simulated money only.
Can I trade live?
Section titled “Can I trade live?”Quantly Pro includes live trading when live account connection is available. Live OAuth connection is coming soon. Today, execution uses your connected paper account.
How does connection work?
Section titled “How does connection work?”Quantly uses OAuth 2.0. You sign in with your brokerage and approve access. Quantly never sees your brokerage password or API keys. Tokens are encrypted at rest.
Strategies
Section titled “Strategies”How many strategies can I create?
Section titled “How many strategies can I create?”Subscribers can create unlimited strategies.
What assets are supported?
Section titled “What assets are supported?”US stocks and ETFs on major exchanges. Crypto and options are not supported.
What timeframes are available?
Section titled “What timeframes are available?”Daily data is primary for execution. Intraday bar settings depend on indicator and data availability in the builder.
How far back does data go?
Section titled “How far back does data go?”Up to 60+ years for daily backtests on many symbols.
Which indicators are available?
Section titled “Which indicators are available?”Nine indicators: current_price, sma, ema, rsi, cumulative_return, moving_average_return, stdev_return, stdev_price, max_drawdown. See Indicators.
Billing
Section titled “Billing”How do I change plans?
Section titled “How do I change plans?”Settings → Billing. Upgrade from Paper to Pro for live trading.
Do referrals stack?
Section titled “Do referrals stack?”Referred users get 20% off. See Referrals.
More help
Section titled “More help”See Troubleshooting for common errors.