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QuantAscent

Portfolio Manager — Documentation

v1.0.30-alpha

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Product Overview

What QuantAscent is, who it's for, and the full feature set — research, strategy building, automated trading, and accounting.

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Setup Guide

Install the app, enter your API key, connect to Interactive Brokers, and get your first portfolio sync running.

Setup guide →

FAQ

Answers to common questions about daily use, data, strategies, trading, and troubleshooting.

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Reference

Screen Guide

Detailed reference for all 12 tabs and dialogs in the app — what every button, chart, and metric does.

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Research Analysis

The quantitative methodology — IC analysis, quintile breakdowns, threshold scanning, composite scoring, and backtest metrics.

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Help

Glossary

Plain-language definitions of financial and quantitative terms — Sharpe ratio, IC, drawdown, TWR vs MWR, and more.

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Alpha Release Notes

Version history, known limitations, and what we're looking for from alpha testers.

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