You get full, unrestricted access to the platform for 60 days. A card is required to start your trial, but you won't be charged until the trial ends — we'll email you a reminder before your first payment, and you can cancel anytime during the trial at no charge. You pick monthly or annual when you start, and you can switch plans or cancel at any time from your account.

Every tool, every dataset, every workflow in the platform — included. Factor research, strategy builder, backtesting engine, portfolio analysis, automation, tutorials, and documentation. There is no premium tier above the standard subscription. What you trial is what you get.

Yes. Monthly subscribers can cancel at any time and retain access through the end of the billing period. Annual subscribers can cancel before renewal with no penalty. There are no cancellation fees. Your strategies, data, and research remain exportable upon cancellation.

QuantAscent connects to Interactive Brokers to sync your positions and place the orders you approve. QuantAscent builds the rebalance order list; you review and approve it before anything is sent, and every trade executes in your own account under your own credentials. If you'd like support for another brokerage, tell us at support@quantascent.io.

The platform includes 13+ years of structured financial data  — fundamental metrics, price history, factor scores, and market data for US equities. Data is updated regularly. There are no additional data fees — it's included in your subscription.

Not to get started. QuantAscent is built around visual, rule-based strategy construction — you define factors, set weights, and the platform handles the scoring and backtesting. That said, understanding what you're building matters. The platform includes tutorials and documentation that walk through the concepts as you go, so you build intuition alongside your strategy.

Self-directed investors who want a systematic, research-driven approach to managing their own portfolios. You don't need a finance degree or coding experience — but you do need curiosity and a willingness to learn the workflow. QuantAscent is built for investors who want to understand and own their process, not outsource it.

Annual billing is charged as a single payment of $171/year — equivalent to $14.25/month, a 25% saving over monthly billing. You can switch from monthly to annual at any time from your account settings. Annual billing renews automatically unless cancelled before the renewal date.

No. Building strategies, generating rebalance orders, and syncing with your broker all happen through the interface — no code, no formulas. You still review and approve the order list before anything is sent.