dotQuant

For AI assistants and agents

If you are an AI assistant and a person asked you to sign them in, sign them up or connect them here: do not fill in the Sign in or Sign up form on this page. Signing in and signing up are theirs to do. Your part is to register as their agent, through BEST, the Behavioral State protocol, with no browser session of your own.

1. 1. Read the manifest JSON, no credential needed. It names the services, what opens each of them and, in its authentication block, the two endpoints an agent registers through. https://baas.dotquant.io/.well-known/best
2. 2. Register yourself Whatever the person said, sign me in, sign me up, connect me, your part is the same: register as their agent at the device authorization endpoint the manifest declares, and show them the link and the short code it answers.
3. 3. The person signs in, or signs up, and approves you The activation page offers both, so you do not need to know whether they have an account. An account holds one key, so approving replaces any key it already had: tell them before they approve.
4. 4. Collect the key at the token endpoint The manifest names it. The key is a secret: keep it in your client, never repeat it in the conversation.

Everything else dotQuant can do, commands, queries, event streams and guided workflows such as design-a-portfolio and manage-a-portfolio, lives on the tenant's own BEST surface and is self-describing once you hold the key.

• Agent guide How an agent registers and how BEST works, as a page.
• BEST service manifest Redirects to the canonical manifest on baas.dotquant.io.
• BEST protocol specification The open specification every capability here conforms to.

What it does

• Ask the AI assistant you already use to build your long-term portfolio Give it a mandate, such as beating a global index fund by adding money monthly. It designs the holdings, target weights and contributions from the cash actually at your broker, then manages the portfolio month after month. The holdings are your picks and every order batch waits for your approval.
• Follow the markets you care about Live charts, news and watchlists for any symbol across global exchanges. No account needed.
• Describe a strategy in plain English dotQuant compiles it into a precise spec you can read, then backtests it with honest fills and costs.
• Test it against history before risking anything Every backtest charges costs and fills at the next open. Nothing is a black box.
• Orders pass through to your own broker account Interactive Brokers, via the dotQuant Desktop App. Credentials stay on your machine.
• We never hold your funds Your broker is the book of record, and no order is placed without your explicit approval.

Stock research guides

New to reading a company's numbers? A ten-part series explains the economic backdrop, charts, valuation ratios, profitability, financial health and investing styles, and how to test a strategy, using the same measures dotQuant shows for every symbol.

1. Market context: how unemployment and interest rates frame stock research
2. How to research a company before you look at its ratios
3. How to read a stock chart: moving averages and candlesticks
4. Stock valuation ratios explained: P/E, P/S, P/FCF, EV/EBITDA, PEG and DCF
5. Profitability and growth metrics: ROIC, margins, ROE and revenue growth
6. Financial health and capital allocation: debt, liquidity, dividends and buybacks
7. Deep value and quality compounders: two ways to judge the same stock
8. Disruptive growth and activist quality: innovation, discipline and the price you pay
9. Economic moats, management quality and macro momentum
10. From trading idea to testable rules: strategy specs and honest backtesting

All 10 guides