Troubleshooting

Common issues and how to resolve them.

Brokerage connection failed

1

Open Settings → Trading → Connected Accounts and check whether Paper Account shows Connected.

2

If not connected, click Connect and complete the brokerage OAuth flow. Make sure you approve all requested permissions.

3

Confirm your brokerage account is active and you can sign in with your broker.

4

If you returned with an error message, try connecting again. Clear browser pop-up blockers if the redirect fails.

Strategy validation errors

The tree builder highlights issues before backtest or deploy:

• Missing ticker on Asset nodes
• Empty conditions on If / Else or Filter nodes
• Invalid weights on Weight nodes

Open each flagged node and complete required fields.

Backtest shows no trades

Check that:

1. Conditions are not always false on historical data
2. Date range has enough bars for indicator periods
3. Filter pools include valid tickers with data
4. Thresholds are realistic (for example RSI < 5 may never trigger)

Strategy not executing

1

Confirm you invested capital in the strategy (not just created it).

2

Check strategy status is active (not paused or liquidated).

3

Verify your brokerage connection is healthy in Settings.

4

Remember execution happens on trading days, not continuously intraday for most strategies.

Backtest is slow

Long MAX ranges and complex trees take more time. Try a shorter range (1Y) while iterating, then expand to MAX for final validation.

Dashboard numbers look wrong

• Quantly shows managed capital only, not your full brokerage balance
• Today’s change follows market session timing (see Performance Metrics)
• After go-to-cash, strategy equity includes cash remainder

Still stuck?

Contact support from the app. Quantly Pro includes priority email support.